|
701
|
|
$207K
|
+$192K
|
+7,365
|
New
|
|
|
702
|
Putnam Investments
Boston,
Massachusetts
|
$207K
|
+$192K
|
+7,365
|
New
|
|
|
703
|
Mission Creek Capital Partners
San Francisco,
California
|
$203K
|
+$189K
|
+7,230
|
New
|
|
|
704
|
First Personal Financial Services
Charlotte,
North Carolina
|
$202K
|
–
|
–
|
–
|
|
|
705
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$202K
|
+$187K
|
+7,170
|
New
|
|
|
706
|
WealthSource Partners
San Luis Obispo,
California
|
$202K
|
+$187K
|
+7,170
|
New
|
|
|
707
|
GW&K Investment Management
Boston,
Massachusetts
|
$200K
|
–
|
–
|
–
|
|
|
708
|
Columbia Asset Management
Ann Arbor,
Michigan
|
$200K
|
+$186K
|
+7,125
|
New
|
|
|
709
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$191K
|
–
|
–
|
–
|
|
|
710
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$190K
|
-$9.02K
|
-345
|
-5%
|
|
|
711
|
CNB Bank
Clearfield,
Pennsylvania
|
$189K
|
+$784
|
+30
|
+0.4%
|
|
|
712
|
First Quadrant
Glendale,
California
|
$185K
|
-$220K
|
-8,430
|
-56%
|
|
|
713
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$175K
|
-$4.31K
|
-165
|
-3%
|
|
|
714
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$174K
|
+$156K
|
+5,985
|
+3,069%
|
|
|
715
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$171K
|
–
|
–
|
–
|
|
|
716
|
Belpointe Asset Management
Reno,
Nevada
|
$167K
|
-$3.53K
|
-135
|
-2%
|
|
|
717
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$164K
|
+$105K
|
+4,020
|
+220%
|
|
|
718
|
Advisornet Financial
Minnetonka,
Minnesota
|
$162K
|
+$1.57K
|
+60
|
+1%
|
|
|
719
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$159K
|
–
|
–
|
–
|
|
|
720
|
CSat Investment Advisory
Detroit,
Michigan
|
$156K
|
-$784
|
-30
|
-0.5%
|
|
|
721
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$150K
|
+$139K
|
+5,325
|
New
|
|
|
722
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$142K
|
+$32.9K
|
+1,260
|
+33%
|
|
|
723
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$138K
|
-$392
|
-15
|
-0.3%
|
|
|
724
|
Geneos Wealth Management
Englewood,
Colorado
|
$135K
|
–
|
–
|
–
|
|
|
725
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$122K
|
-$79.2K
|
-3,030
|
-41%
|
|
