|
626
|
Great Diamond Partners
Portland,
Maine
|
$394K
|
+$104K
|
+502
|
+33%
|
|
|
627
|
OPSEU Pension Plan Trust Fund
Toronto,
Ontario, Canada
|
$393K
|
-$32.4K
|
-156
|
-7%
|
|
|
628
|
Opes Wealth Management
Menlo Park,
California
|
$392K
|
–
|
–
|
–
|
|
|
629
|
Henshaw Capital
Woburn,
Massachusetts
|
$392K
|
–
|
–
|
–
|
|
|
630
|
International Assets Investment Management
Orlando,
Florida
|
$385K
|
–
|
–
|
–
|
|
|
631
|
|
$385K
|
+$408K
|
+1,967
|
New
|
|
|
632
|
SeaCrest Wealth Management
Purchase,
New York
|
$379K
|
-$2.08K
|
-10
|
-0.5%
|
|
|
633
|
Bard Financial Services
Branford,
Connecticut
|
$371K
|
–
|
–
|
–
|
|
|
634
|
Patten Group
Chattanooga,
Tennessee
|
$365K
|
+$29.9K
|
+144
|
+8%
|
|
|
635
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$365K
|
+$388K
|
+1,866
|
New
|
|
|
636
|
Barings
Charlotte,
North Carolina
|
$364K
|
+$120K
|
+579
|
+45%
|
|
|
637
|
IFP Advisors
Tampa,
Florida
|
$360K
|
-$8.31K
|
-40
|
-2%
|
|
|
638
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$356K
|
+$14.3K
|
+69
|
+4%
|
|
|
639
|
MONECO Advisors
Fairfield,
Connecticut
|
$348K
|
+$369K
|
+1,776
|
New
|
|
|
640
|
Evolution Wealth Advisors
Aventura,
Florida
|
$346K
|
+$68.3K
|
+329
|
+23%
|
|
|
641
|
Checchi Capital Advisers
Beverly Hills,
California
|
$344K
|
+$1.66K
|
+8
|
+0.5%
|
|
|
642
|
BlueCrest Capital Management
St Helier,
Jersey
|
$343K
|
+$363K
|
+1,750
|
New
|
|
|
643
|
|
$342K
|
+$356K
|
+1,712
|
+4,891%
|
|
|
644
|
Wealthspire Advisors (New York)
New York
|
$328K
|
+$348K
|
+1,675
|
New
|
|
|
645
|
Credential Qtrade Securities
Vancouver,
|
$326K
|
+$24.9K
|
+120
|
+8%
|
|
|
646
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$326K
|
+$86K
|
+414
|
+33%
|
|
|
647
|
Center for Financial Planning
Southfied,
Michigan
|
$322K
|
+$2.08K
|
+10
|
+0.6%
|
|
|
648
|
J.W. Cole Advisors
Tampa,
Florida
|
$321K
|
-$24.3K
|
-117
|
-7%
|
|
|
649
|
Personal CFO Solutions
Chester,
New Jersey
|
$318K
|
+$31.1K
|
+150
|
+10%
|
|
|
650
|
Golden State Wealth Management
Santa Ana,
California
|
$311K
|
–
|
–
|
–
|
|
