|
801
|
Allen Investment Management
New York
|
$420K
|
–
|
–
|
–
|
|
|
802
|
TrueWealth LLC
Atlanta,
Georgia
|
$420K
|
–
|
–
|
–
|
|
|
803
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$419K
|
+$72.8K
|
+1,880
|
+22%
|
|
|
804
|
TCI Wealth Advisors
Tucson,
Arizona
|
$413K
|
-$63.6K
|
-1,644
|
-14%
|
|
|
805
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$412K
|
+$77.4K
|
+2,000
|
+24%
|
|
|
806
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$411K
|
+$1.7K
|
+44
|
+0.4%
|
|
|
807
|
LGL Partners
Philadelphia,
Pennsylvania
|
$410K
|
+$619
|
+16
|
+0.2%
|
|
|
808
|
Private Ocean
San Rafael,
California
|
$406K
|
–
|
–
|
–
|
|
|
809
|
Claro Advisors
Boston,
Massachusetts
|
$405K
|
+$32.2K
|
+832
|
+9%
|
|
|
810
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$404K
|
+$310
|
+8
|
+0.1%
|
|
|
811
|
Selective Wealth Management
Forest,
Virginia
|
$402K
|
+$396K
|
+10,228
|
New
|
|
|
812
|
Torray Investment Partners
Bethesda,
Maryland
|
$400K
|
+$22.3K
|
+576
|
+6%
|
|
|
813
|
Peachtree Investment Partners
Indian River Shores,,
Florida
|
$398K
|
-$7.28K
|
-188
|
-2%
|
|
|
814
|
Next Capital Management
New York
|
$397K
|
+$11.6K
|
+300
|
+3%
|
|
|
815
|
Darrell & King
Charlottesville,
Virginia
|
$397K
|
+$110K
|
+2,836
|
+39%
|
|
|
816
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$397K
|
+$391K
|
+10,104
|
New
|
|
|
817
|
Private Wealth Advisors (California)
Fresno,
California
|
$396K
|
–
|
–
|
–
|
|
|
818
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$395K
|
+$33.6K
|
+868
|
+9%
|
|
|
819
|
Thompson Siegel & Walmsley
Richmond,
Virginia
|
$395K
|
+$38.7K
|
+1,000
|
+11%
|
|
|
820
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$394K
|
-$29.3K
|
-756
|
-7%
|
|
|
821
|
Royal Fund Management
Lady Lake,
Florida
|
$394K
|
-$3.56K
|
-92
|
-0.9%
|
|
|
822
|
Allianz Asset Management
Munich,
Germany
|
$393K
|
+$387K
|
+10,000
|
New
|
|
|
823
|
Nomura Asset Management
Tokyo,
Japan
|
$389K
|
+$382K
|
+9,880
|
New
|
|
|
824
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$387K
|
–
|
–
|
–
|
|
|
825
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$386K
|
+$379K
|
+9,804
|
New
|
|
