|
801
|
|
$2.02M
|
+$2.01M
|
+9,970
|
New
|
|
|
802
|
Polen Capital Management
Boca Raton,
Florida
|
$2.01M
|
+$980K
|
+4,848
|
+96%
|
|
|
803
|
Gridiron Partners
Wexford,
Pennsylvania
|
$1.99M
|
–
|
–
|
–
|
|
|
804
|
Oakwell Private Wealth Management
Austin,
Texas
|
$1.98M
|
–
|
–
|
–
|
|
|
805
|
Peregrine Asset Advisers
Portland,
Oregon
|
$1.98M
|
–
|
–
|
–
|
|
|
806
|
Advisornet Financial
Minnetonka,
Minnesota
|
$1.97M
|
+$51.3K
|
+254
|
+3%
|
|
|
807
|
Apella Capital
West Hartford,
Connecticut
|
$1.97M
|
+$7.88K
|
+39
|
+0.4%
|
|
|
808
|
Institute for Wealth Management
Denver,
Colorado
|
$1.97M
|
-$2.2M
|
-10,876
|
-53%
|
|
|
809
|
Thompson Siegel & Walmsley
Richmond,
Virginia
|
$1.97M
|
-$138K
|
-683
|
-7%
|
|
|
810
|
Intellectus Partners
San Francisco,
California
|
$1.96M
|
-$105K
|
-518
|
-5%
|
|
|
811
|
Athena Investment Management
Orinda,
California
|
$1.96M
|
–
|
–
|
–
|
|
|
812
|
Essex Financial Services
Essex,
Connecticut
|
$1.95M
|
-$15.6K
|
-77
|
-0.8%
|
|
|
813
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$1.94M
|
-$294K
|
-1,455
|
-13%
|
|
|
814
|
Essex Savings Bank
Essex,
Connecticut
|
$1.94M
|
-$842K
|
-4,165
|
-30%
|
|
|
815
|
Oxford Financial Group
Carmel,
Indiana
|
$1.94M
|
+$370K
|
+1,831
|
+24%
|
|
|
816
|
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
$1.94M
|
+$808
|
+4
|
+0%
|
|
|
817
|
Claro Advisors
Boston,
Massachusetts
|
$1.92M
|
-$960K
|
-4,751
|
-33%
|
|
|
818
|
JVL Associates
Wyoming,
Michigan
|
$1.91M
|
-$40.4K
|
-200
|
-2%
|
|
|
819
|
Alley Investment Management Company
Lake Forest,
Illinois
|
$1.9M
|
–
|
–
|
–
|
|
|
820
|
Opus Capital Group
Cincinnati,
Ohio
|
$1.9M
|
–
|
–
|
–
|
|
|
821
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$1.9M
|
-$5.37M
|
-26,556
|
-74%
|
|
|
822
|
Mosaic Financial Group
Chicago,
Illinois
|
$1.9M
|
+$345K
|
+1,707
|
+22%
|
|
|
823
|
Ballast Advisors
Woodbury,
Minnesota
|
$1.89M
|
-$62.6K
|
-310
|
-3%
|
|
|
824
|
Centennial Wealth Advisory
Traverse City,
Michigan
|
$1.89M
|
+$144K
|
+715
|
+8%
|
|
|
825
|
Chatham Capital Group
Savannah,
Georgia
|
$1.88M
|
+$404
|
+2
|
+0%
|
|
