|
801
|
Segment Wealth Management
Houston,
Texas
|
$219K
|
–
|
–
|
–
|
|
|
802
|
Purkiss Capital Advisors
Ridgefield,
Connecticut
|
$219K
|
+$232K
|
+2,000
|
New
|
|
|
803
|
Valeo Financial Advisors
Carmel,
Indiana
|
$218K
|
+$22.4K
|
+193
|
+11%
|
|
|
804
|
William Blair Investment Management
Chicago,
Illinois
|
$218K
|
+$580
|
+5
|
+0.3%
|
|
|
805
|
Premier Path Wealth Partners
Madison,
New Jersey
|
$213K
|
+$1.51K
|
+13
|
+0.7%
|
|
|
806
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$211K
|
-$1.39K
|
-12
|
-0.6%
|
|
|
807
|
Boston Family Office
Boston,
Massachusetts
|
$211K
|
–
|
–
|
–
|
|
|
808
|
|
$209K
|
-$12.9K
|
-111
|
-5%
|
|
|
809
|
Northwest Bancshares
Warren,
Pennsylvania
|
$208K
|
–
|
–
|
–
|
|
|
810
|
EHP Funds Inc
Toronto,
Canada
|
$208K
|
–
|
–
|
–
|
|
|
811
|
Trinity Financial Advisors
Columbus,
Ohio
|
$207K
|
–
|
–
|
–
|
|
|
812
|
Western Wealth Management
Golden,
Colorado
|
$206K
|
–
|
–
|
–
|
|
|
813
|
Tyler-Stone Wealth Management
Beachwood,
Ohio
|
$205K
|
-$116
|
-1
|
-0.1%
|
|
|
814
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
$205K
|
–
|
–
|
–
|
|
|
815
|
Advisory Alpha
Holland,
Michigan
|
$204K
|
+$216K
|
+1,866
|
New
|
|
|
816
|
Shore Point Advisors
Brielle,
New Jersey
|
$203K
|
–
|
–
|
–
|
|
|
817
|
RWA Wealth Partners
Newton,
Massachusetts
|
$202K
|
+$214K
|
+1,844
|
New
|
|
|
818
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$202K
|
-$580
|
-5
|
-0.3%
|
|
|
819
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$202K
|
+$213K
|
+1,841
|
New
|
|
|
820
|
Mather Group
Chicago,
Illinois
|
$201K
|
+$8.12K
|
+70
|
+4%
|
|
|
821
|
Planned Solutions
Folsom,
California
|
$200K
|
+$15.7K
|
+135
|
+8%
|
|
|
822
|
SG Americas Securities
New York
|
$200K
|
-$858K
|
-7,403
|
-80%
|
|
|
823
|
R Squared
Central,
Hong Kong
|
$197K
|
+$209K
|
+1,800
|
New
|
|
|
824
|
Global Retirement Partners
San Rafael,
California
|
$196K
|
+$18.8K
|
+162
|
+10%
|
|
|
825
|
|
$178K
|
+$3.13K
|
+27
|
+2%
|
|
