|
801
|
Postrock Partners
Overland Park,
Oregon
|
$671K
|
–
|
–
|
–
|
|
|
802
|
West Family Investments
Carlsbad,
California
|
$669K
|
-$9.63K
|
-23
|
-1%
|
|
|
803
|
Encompass More Asset Management
Danville,
California
|
$665K
|
+$670K
|
+1,601
|
New
|
|
|
804
|
|
$664K
|
-$38M
|
-90,843
|
-98%
|
|
|
805
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$664K
|
-$18.4K
|
-44
|
-3%
|
|
|
806
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$662K
|
+$226K
|
+541
|
+51%
|
|
|
807
|
Cigna Investments
Bloomfield,
Connecticut
|
$662K
|
–
|
–
|
–
|
|
|
808
|
Zions Bancorporation, National Association
Salt Lake City,
Utah
|
$652K
|
-$139K
|
-332
|
-17%
|
|
|
809
|
Axxcess Wealth Management
Carlsbad,
California
|
$651K
|
+$656K
|
+1,567
|
New
|
|
|
810
|
RiverFront Investment Group
Richmond,
Virginia
|
$650K
|
+$29.7K
|
+71
|
+5%
|
|
|
811
|
Indivisible Partners
Clearwater,
Florida
|
$650K
|
+$239K
|
+570
|
+57%
|
|
|
812
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$650K
|
-$239K
|
-570
|
-27%
|
|
|
813
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$647K
|
+$14.2K
|
+34
|
+2%
|
|
|
814
|
Kelleher Financial Advisors
New York
|
$644K
|
+$649K
|
+1,551
|
New
|
|
|
815
|
Brighton Jones LLC
Seattle,
Washington
|
$642K
|
+$39.8K
|
+95
|
+7%
|
|
|
816
|
Cambria Investment Management
Manhattan Beach,
California
|
$641K
|
+$63.2K
|
+151
|
+11%
|
|
|
817
|
Hills Bank & Trust
North Liberty,
Iowa
|
$640K
|
+$177K
|
+423
|
+38%
|
|
|
818
|
Leavell Investment Management
Mobile,
Alabama
|
$634K
|
-$10.5K
|
-25
|
-2%
|
|
|
819
|
Equitable Holdings
New York
|
$634K
|
-$5.02K
|
-12
|
-0.8%
|
|
|
820
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$633K
|
–
|
–
|
–
|
|
|
821
|
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
|
$632K
|
+$69.9K
|
+167
|
+12%
|
|
|
822
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$620K
|
–
|
–
|
–
|
|
|
823
|
Parcion Private Wealth
Bellevue,
Washington
|
$619K
|
+$5.02K
|
+12
|
+0.8%
|
|
|
824
|
Evercore Wealth Management
New York
|
$618K
|
-$14.7K
|
-35
|
-2%
|
|
|
825
|
Delta Financial Advisors
New Orleans,
Louisiana
|
$618K
|
+$2.09K
|
+5
|
+0.3%
|
|
