|
801
|
Alpha Family Trust
Los Angeles,
California
|
$273K
|
–
|
–
|
–
|
|
|
802
|
Kaizen Financial Strategies
Campbell,
California
|
$270K
|
-$2.54K
|
-2
|
-0.9%
|
|
|
803
|
Bordeaux Wealth Advisors
Menlo Park,
California
|
$266K
|
-$2.54K
|
-2
|
-0.9%
|
|
|
804
|
Trinity Financial Advisors
Columbus,
Ohio
|
$262K
|
–
|
–
|
–
|
|
|
805
|
Morningstar Investment Services
Chicago,
Illinois
|
$262K
|
+$12.7K
|
+10
|
+5%
|
|
|
806
|
Alpha Cubed Investments
Irvine,
California
|
$261K
|
+$29.3K
|
+23
|
+13%
|
|
|
807
|
Ranch Capital Advisors
Sarasota,
Florida
|
$260K
|
+$19.1K
|
+15
|
+8%
|
|
|
808
|
Garda Capital Partners
Wayzata,
Minnesota
|
$259K
|
+$259K
|
+204
|
New
|
|
|
809
|
Old National Bancorp
Evansville,
Indiana
|
$256K
|
-$1.27K
|
-1
|
-0.5%
|
|
|
810
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$255K
|
+$254K
|
+200
|
New
|
|
|
811
|
Lee, Danner & Bass
Nashville,
Tennessee
|
$254K
|
–
|
–
|
–
|
|
|
812
|
Montgomery Investment Management
Rockville,
Maryland
|
$254K
|
–
|
–
|
–
|
|
|
813
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$254K
|
+$254K
|
+200
|
New
|
|
|
814
|
NFP Retirement Inc
Aliso Viejo,
California
|
$252K
|
–
|
–
|
–
|
|
|
815
|
WesBanco Bank
Wheeling,
West Virginia
|
$251K
|
+$1.27K
|
+1
|
+0.5%
|
|
|
816
|
Vahanian & Associates Financial Planning
Saratoga Springs,
New York
|
$251K
|
+$252K
|
+198
|
New
|
|
|
817
|
Cable Hill Partners
Portland,
Oregon
|
$246K
|
+$2.54K
|
+2
|
+1%
|
|
|
818
|
Spire Wealth Management
Mclean,
Virginia
|
$242K
|
-$66.1K
|
-52
|
-21%
|
|
|
819
|
Sonora Investment Management Group
Tucson,
Arizona
|
$241K
|
+$242K
|
+190
|
New
|
|
|
820
|
Angeles Investment Advisors
Santa Monica,
California
|
$240K
|
+$240K
|
+189
|
New
|
|
|
821
|
China Universal Asset Management Company
Shanghai,
China
|
$237K
|
-$1.07M
|
-838
|
-82%
|
|
|
822
|
Dorchester Wealth Management
Montreal,
Quebec, Canada
|
$237K
|
-$121K
|
-95
|
-34%
|
|
|
823
|
Hilltop Holdings
Dallas,
Texas
|
$237K
|
+$14K
|
+11
|
+6%
|
|
|
824
|
Dimensional Fund Advisors
Austin,
Texas
|
$237K
|
-$172K
|
-135
|
-42%
|
|
|
825
|
Beese Fulmer Investment Management
Canton,
Ohio
|
$235K
|
–
|
–
|
–
|
|
