|
801
|
Opes Wealth Management
Menlo Park,
California
|
$320K
|
-$140K
|
-2,780
|
-30%
|
|
|
802
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$320K
|
–
|
–
|
–
|
|
|
803
|
SkyView Investment Advisors
Shrewsbury,
New Jersey
|
$318K
|
-$31.4K
|
-623
|
-9%
|
|
|
804
|
Agate Pass Investment Management
Bainbridge Island,
Washington
|
$317K
|
-$55.4K
|
-1,100
|
-15%
|
|
|
805
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$315K
|
+$314K
|
+6,232
|
New
|
|
|
806
|
Client First Investment Management
West Bend,
Wisconsin
|
$313K
|
+$40.3K
|
+801
|
+15%
|
|
|
807
|
Mosaic Advisors
Houston,
Texas
|
$313K
|
+$4.13K
|
+82
|
+1%
|
|
|
808
|
CreativeOne Wealth
Overland Park,
Kansas
|
$313K
|
-$69.5K
|
-1,380
|
-18%
|
|
|
809
|
Merit Financial Group
Alpharetta,
Georgia
|
$312K
|
-$120K
|
-2,384
|
-28%
|
|
|
810
|
Dudley Capital Management
Middleburg,
Virginia
|
$308K
|
+$2.72K
|
+54
|
+0.9%
|
|
|
811
|
Berger Financial Group
Plymouth,
Minnesota
|
$308K
|
-$5.14K
|
-102
|
-2%
|
|
|
812
|
Garden State Investment Advisory Services
Red Bank,
New Jersey
|
$307K
|
-$26.1K
|
-518
|
-8%
|
|
|
813
|
|
$307K
|
+$50.5K
|
+1,003
|
+20%
|
|
|
814
|
WealthPLAN Partners
Omaha,
Nebraska
|
$306K
|
-$13.8K
|
-274
|
-4%
|
|
|
815
|
Fisher Asset Management
Camas,
Washington
|
$305K
|
+$304K
|
+6,038
|
New
|
|
|
816
|
Gemmer Asset Management
Walnut Creek,
California
|
$303K
|
–
|
–
|
–
|
|
|
817
|
Summit Trail Advisors
New York
|
$301K
|
+$4.78K
|
+95
|
+2%
|
|
|
818
|
HeadInvest LLC
Portland,
Maine
|
$295K
|
-$144K
|
-2,854
|
-33%
|
|
|
819
|
Inscription Capital
Houston,
Texas
|
$292K
|
+$16.4K
|
+326
|
+6%
|
|
|
820
|
Level Four Advisory Services
Dallas,
Texas
|
$291K
|
+$291K
|
+5,769
|
New
|
|
|
821
|
LaSalle St. Investment Advisors
Elmhurst,
Illinois
|
$290K
|
-$196K
|
-3,889
|
-40%
|
|
|
822
|
SteelPeak Wealth
Woodland Hills,
California
|
$290K
|
+$8.21K
|
+163
|
+3%
|
|
|
823
|
McIlrath & Eck
Arlington,
Washington
|
$289K
|
+$3.27K
|
+65
|
+1%
|
|
|
824
|
Smith Anglin Financial
Dallas,
Texas
|
$284K
|
-$5.89K
|
-117
|
-2%
|
|
|
825
|
Redmont Wealth Advisors
Chicago,
Illinois
|
$282K
|
+$130K
|
+2,579
|
+86%
|
|
