|
626
|
PDS Planning
Dublin,
Ohio
|
$342K
|
+$11.9K
|
+64
|
+4%
|
|
|
627
|
Essex Financial Services
Essex,
Connecticut
|
$340K
|
+$56.3K
|
+302
|
+21%
|
|
|
628
|
Blue Square Asset Management
New York
|
$339K
|
–
|
–
|
–
|
|
|
629
|
Parallax Volatility Advisers
San Francisco,
California
|
$338K
|
+$280K
|
+1,504
|
New
|
|
|
630
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$337K
|
+$1.86K
|
+10
|
+0.6%
|
|
|
631
|
Holderness Investments Company
Greensboro,
North Carolina
|
$335K
|
–
|
–
|
–
|
|
|
632
|
Icon Wealth Advisors
Houston,
Texas
|
$335K
|
-$238K
|
-1,275
|
-44%
|
|
|
633
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$324K
|
+$5.22K
|
+28
|
+2%
|
|
|
634
|
Manchester Capital Management
Manchester,
Vermont
|
$324K
|
-$373
|
-2
|
-0.1%
|
|
|
635
|
Catalyst Financial Partners
Boston,
Massachusetts
|
$321K
|
+$307K
|
+1,644
|
New
|
|
|
636
|
Corient IA
Miami,
Florida
|
$317K
|
-$70.9K
|
-380
|
-19%
|
|
|
637
|
Patton Fund Management
Dallas,
Texas
|
$317K
|
+$302K
|
+1,620
|
New
|
|
|
638
|
Advyzon Investment Management
Lisle,
Illinois
|
$314K
|
+$300K
|
+1,608
|
New
|
|
|
639
|
Bank of Nova Scotia Trust
Toronto,
Ontario, Canada
|
$314K
|
+$300K
|
+1,608
|
New
|
|
|
640
|
Forthright Family Wealth Advisory
Houston,
Texas
|
$313K
|
+$266K
|
+1,426
|
New
|
|
|
641
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$311K
|
+$19.4K
|
+104
|
+7%
|
|
|
642
|
Tannin Capital
Charlotte,
North Carolina
|
$310K
|
+$3.17K
|
+17
|
+1%
|
|
|
643
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$306K
|
-$248K
|
-1,331
|
-46%
|
|
|
644
|
Abacus Planning Group
Columbia,
South Carolina
|
$305K
|
+$291K
|
+1,562
|
New
|
|
|
645
|
UHLMANN PRICE SECURITIES
Skokie,
Illinois
|
$303K
|
+$306K
|
+1,640
|
New
|
|
|
646
|
Indivisible Partners
Clearwater,
Florida
|
$302K
|
+$18.6K
|
+100
|
+7%
|
|
|
647
|
AssetMark Inc
Concord,
California
|
$302K
|
+$36K
|
+193
|
+14%
|
|
|
648
|
Private Trust Company
Cleveland,
Ohio
|
$302K
|
+$6.71K
|
+36
|
+2%
|
|
|
649
|
Fidelis Capital Partners
Tampa,
Florida
|
$296K
|
+$12.5K
|
+67
|
+5%
|
|
|
650
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$293K
|
+$160K
|
+857
|
+133%
|
|
