|
776
|
TriaGen Wealth Management
Calabasas,
California
|
$740K
|
+$602K
|
+2,608
|
New
|
|
|
777
|
Stonehage Fleming Financial Services
St. Helier,
Jersey
|
$737K
|
-$242K
|
-1,050
|
-29%
|
|
|
778
|
Lazard Asset Management
New York
|
$727K
|
-$466K
|
-2,016
|
-44%
|
|
|
779
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$722K
|
-$27K
|
-117
|
-4%
|
|
|
780
|
Guardian Asset Advisors
Mechanicsburg,
Pennsylvania
|
$722K
|
+$10.4K
|
+45
|
+2%
|
|
|
781
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$721K
|
-$1.14M
|
-4,940
|
-66%
|
|
|
782
|
1620 Investment Advisors
Plymouth,
Massachusetts
|
$721K
|
+$19.4K
|
+84
|
+3%
|
|
|
783
|
New York Life Investment Management
New York
|
$717K
|
+$79.7K
|
+345
|
+16%
|
|
|
784
|
Albert D. Mason Inc
Boston,
Massachusetts
|
$715K
|
+$924
|
+4
|
+0.2%
|
|
|
785
|
Baader Bank Aktiengesellschaft
Unterschleissheim,
Germany
|
$711K
|
+$617K
|
+2,670
|
New
|
|
|
786
|
Merrion Investment Management
Cranford,
New Jersey
|
$709K
|
–
|
–
|
–
|
|
|
787
|
Brooklands Fund Management
London,
United Kingdom
|
$709K
|
+$577K
|
+2,500
|
New
|
|
|
788
|
Valeo Financial Advisors
Carmel,
Indiana
|
$709K
|
+$185K
|
+801
|
+47%
|
|
|
789
|
Heronetta Management
New York
|
$709K
|
–
|
–
|
–
|
|
|
790
|
Clearstead Trust
Portland,
Maine
|
$707K
|
-$84.3K
|
-365
|
-13%
|
|
|
791
|
RFG Advisory
Birmingham,
Alabama
|
$707K
|
-$46.6K
|
-202
|
-8%
|
|
|
792
|
Hilltop Holdings
Dallas,
Texas
|
$704K
|
-$276K
|
-1,194
|
-32%
|
|
|
793
|
Aviso Wealth Management
Bellevue,
Washington
|
$698K
|
-$6.93K
|
-30
|
-1%
|
|
|
794
|
Riverbend Wealth Management
Myrtle Beach,
South Carolina
|
$698K
|
+$20.3K
|
+88
|
+4%
|
|
|
795
|
Commons Capital
Needham,
Massachusetts
|
$695K
|
-$21.5K
|
-93
|
-4%
|
|
|
796
|
Eagle Harbor Asset Management
Seattle,
Washington
|
$689K
|
-$85.2K
|
-369
|
-13%
|
|
|
797
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$687K
|
+$316K
|
+1,368
|
+130%
|
|
|
798
|
Threadgill Financial
Spring,
Texas
|
$686K
|
–
|
–
|
–
|
|
|
799
|
Moody Lynn & Lieberson
Boston,
Massachusetts
|
$682K
|
-$5.77K
|
-25
|
-1%
|
|
|
800
|
Laurel Oak Wealth Management
Marlton,
New Jersey
|
$680K
|
-$4.62K
|
-20
|
-0.8%
|
|
