|
801
|
626 Financial
Portage,
Michigan
|
$312K
|
+$309K
|
+800
|
New
|
|
|
802
|
Forum Financial Management
Lombard,
Illinois
|
$312K
|
+$309K
|
+800
|
New
|
|
|
803
|
Realta Investment Advisors
Wilmington,
Delaware
|
$311K
|
+$8.48K
|
+22
|
+3%
|
|
|
804
|
Intersect Capital
San Ramon,
California
|
$309K
|
+$9.64K
|
+25
|
+3%
|
|
|
805
|
Collective Family Office
York,
Pennsylvania
|
$309K
|
+$13.9K
|
+36
|
+5%
|
|
|
806
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$309K
|
+$27.4K
|
+71
|
+10%
|
|
|
807
|
GSB Wealth Management
Guilford,
Connecticut
|
$308K
|
+$304K
|
+788
|
New
|
|
|
808
|
YorkBridge Wealth Partners
New York
|
$306K
|
–
|
–
|
–
|
|
|
809
|
Cozad Asset Management
Champaign,
Illinois
|
$305K
|
–
|
–
|
–
|
|
|
810
|
WealthSource Partners
San Luis Obispo,
California
|
$303K
|
-$105K
|
-271
|
-26%
|
|
|
811
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$303K
|
+$53.6K
|
+139
|
+22%
|
|
|
812
|
Birch Hill Investment Advisors
Boston,
Massachusetts
|
$301K
|
–
|
–
|
–
|
|
|
813
|
LGT Fund Management
Vaduz,
Liechtenstein
|
$301K
|
+$297K
|
+770
|
New
|
|
|
814
|
Calamos Wealth Management
Naperville,
Illinois
|
$300K
|
+$16.2K
|
+42
|
+6%
|
|
|
815
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$299K
|
-$38.6K
|
-100
|
-12%
|
|
|
816
|
Simmons Bank
Pine Bluff,
Arkansas
|
$298K
|
-$19.3K
|
-50
|
-6%
|
|
|
817
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$297K
|
+$386
|
+1
|
+0.1%
|
|
|
818
|
FourThought Financial
Venice,
Florida
|
$296K
|
-$1.16K
|
-3
|
-0.4%
|
|
|
819
|
Williams Jones Wealth Management
New York
|
$296K
|
–
|
–
|
–
|
|
|
820
|
Carson Advisory
Athens,
Georgia
|
$289K
|
+$285K
|
+740
|
New
|
|
|
821
|
Two Sigma Securities
New York
|
$289K
|
+$285K
|
+740
|
New
|
|
|
822
|
Simplex Trading
Chicago,
Illinois
|
$287K
|
-$211K
|
-548
|
-43%
|
|
|
823
|
Tocqueville Asset Management
New York
|
$285K
|
-$38.6K
|
-100
|
-12%
|
|
|
824
|
Fort Point Capital Partners
San Francisco,
California
|
$285K
|
–
|
–
|
–
|
|
|
825
|
Investment House LLC
Redondo Beach,
California
|
$281K
|
–
|
–
|
–
|
|
