|
626
|
TFO Wealth Partners
Maumee,
Ohio
|
$800K
|
+$128K
|
+2,108
|
+20%
|
|
|
627
|
NWAM LLC
Mercer Island,
Washington
|
$799K
|
+$759K
|
+12,523
|
New
|
|
|
628
|
Level Four Financial
Dallas,
Texas
|
$795K
|
+$756K
|
+12,463
|
New
|
|
|
629
|
9258 Wealth Management
Blue Ash,
Ohio
|
$793K
|
-$2.12M
|
-34,994
|
-74%
|
|
|
630
|
SFMG Wealth Advisors
Plano,
Texas
|
$793K
|
-$86.2K
|
-1,422
|
-10%
|
|
|
631
|
Ferris Capital
Marlborough,
Massachusetts
|
$793K
|
–
|
–
|
–
|
|
|
632
|
Brasada Capital Management
Houston,
Texas
|
$788K
|
-$16K
|
-264
|
-2%
|
|
|
633
|
Mayflower Financial Advisors
Boston,
Massachusetts
|
$788K
|
+$749K
|
+12,347
|
New
|
|
|
634
|
International Assets Investment Management
Orlando,
Florida
|
$784K
|
-$133K
|
-2,201
|
-15%
|
|
|
635
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$783K
|
+$10.3K
|
+170
|
+1%
|
|
|
636
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$781K
|
-$81.1K
|
-1,338
|
-10%
|
|
|
637
|
Neumann Capital Management
Foster City,
California
|
$781K
|
–
|
–
|
–
|
|
|
638
|
Reby Advisors
Danbury,
Connecticut
|
$773K
|
+$734K
|
+12,104
|
New
|
|
|
639
|
Truepoint Inc
Cincinnati,
Ohio
|
$772K
|
+$734K
|
+12,104
|
New
|
|
|
640
|
Lazard Asset Management
New York
|
$763K
|
–
|
–
|
–
|
|
|
641
|
NorthCoast Asset Management
Greenwich,
Connecticut
|
$760K
|
-$93.5K
|
-1,542
|
-11%
|
|
|
642
|
Duncker Streett & Co
St. Louis,
Missouri
|
$755K
|
-$11.8K
|
-194
|
-2%
|
|
|
643
|
Smith Shellnut Wilson
Ridgeland,
Mississippi
|
$750K
|
+$548K
|
+9,032
|
+333%
|
|
|
644
|
Fountainhead AM
Warren,
New Jersey
|
$746K
|
+$708K
|
+11,684
|
New
|
|
|
645
|
Focused Wealth Management
Newburgh,
New York
|
$744K
|
-$15K
|
-248
|
-2%
|
|
|
646
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$740K
|
–
|
–
|
–
|
|
|
647
|
Pinnacle Associates
New York
|
$740K
|
–
|
–
|
–
|
|
|
648
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$740K
|
–
|
–
|
–
|
|
|
649
|
Disciplined Investments
Tulsa,
Oklahoma
|
$736K
|
+$61
|
+1
|
+0%
|
|
|
650
|
LifeSteps Financial
Claremont,
California
|
$734K
|
–
|
–
|
–
|
|
