|
876
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$2.9M
|
-$390K
|
-648
|
-11%
|
|
|
877
|
Concord Asset Management (Virginia)
Abingdon,
Virginia
|
$2.89M
|
+$398K
|
+662
|
+14%
|
|
|
878
|
Platform Technology Partners
New York
|
$2.89M
|
+$9.63K
|
+16
|
+0.3%
|
|
|
879
|
Surience Private Wealth
Yakima,
Washington
|
$2.88M
|
+$3.17M
|
+5,274
|
New
|
|
|
880
|
CWC Advisors
Lake Oswego,
Oregon
|
$2.87M
|
+$971K
|
+1,613
|
+44%
|
|
|
881
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$2.85M
|
-$234K
|
-389
|
-7%
|
|
|
882
|
Graypoint LLC
Albany,
New York
|
$2.83M
|
+$93.9K
|
+156
|
+3%
|
|
|
883
|
Teamwork Financial Advisors
San Antonio,
Texas
|
$2.83M
|
+$1.15M
|
+1,915
|
+59%
|
|
|
884
|
Prevail Innovative Wealth Advisors
Leawood,
Kansas
|
$2.82M
|
+$3.11M
|
+5,168
|
New
|
|
|
885
|
Evercore Wealth Management
New York
|
$2.82M
|
-$46.9K
|
-78
|
-1%
|
|
|
886
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$2.82M
|
-$195M
|
-324,488
|
-98%
|
|
|
887
|
Mission Wealth Management
Santa Barbara,
California
|
$2.8M
|
+$1M
|
+1,666
|
+48%
|
|
|
888
|
180 Wealth Advisors
Federal Way,
Washington
|
$2.8M
|
+$1.27M
|
+2,114
|
+70%
|
|
|
889
|
Hantz Financial Services
Southfield,
Michigan
|
$2.8M
|
+$150K
|
+250
|
+5%
|
|
|
890
|
Violich Capital Management
San Francisco,
California
|
$2.79M
|
–
|
–
|
–
|
|
|
891
|
Elk River Wealth Management
Denver,
Colorado
|
$2.77M
|
+$3.05M
|
+5,073
|
New
|
|
|
892
|
Aviso Wealth Management
Bellevue,
Washington
|
$2.77M
|
+$1.45M
|
+2,406
|
+90%
|
|
|
893
|
Means Investment Company
Bangor,
Maine
|
$2.77M
|
-$1.64M
|
-2,729
|
-35%
|
|
|
894
|
NWAM LLC
Mercer Island,
Washington
|
$2.74M
|
+$1.92M
|
+3,185
|
+174%
|
|
|
895
|
Focused Wealth Management
Newburgh,
New York
|
$2.74M
|
+$131K
|
+217
|
+5%
|
|
|
896
|
Q3 Asset Management
Birmingham,
Michigan
|
$2.74M
|
+$3.01M
|
+5,010
|
New
|
|
|
897
|
Supplemental Annuity Collective Trust (SACT) of New Jersey
Trenton,
New Jersey
|
$2.73M
|
–
|
–
|
–
|
|
|
898
|
Lockheed Martin Investment Management
Bethesda,
Maryland
|
$2.73M
|
+$3.01M
|
+5,000
|
New
|
|
|
899
|
Brown Brothers Harriman & Co
New York
|
$2.73M
|
-$338K
|
-561
|
-10%
|
|
|
900
|
Integrity Alliance
Urbandale,
Iowa
|
$2.72M
|
+$1.38M
|
+2,301
|
+86%
|
|
