|
876
|
Convergence Investment Partners
Palm Beach Gardens,
Florida
|
$323K
|
+$313K
|
+5,715
|
New
|
|
|
877
|
Willow Creek Wealth Management
Sebastopol,
California
|
$322K
|
–
|
–
|
–
|
|
|
878
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$319K
|
+$92K
|
+1,680
|
+43%
|
|
|
879
|
MONECO Advisors
Fairfield,
Connecticut
|
$318K
|
+$9.04K
|
+165
|
+3%
|
|
|
880
|
Zions Bancorporation
Salt Lake City,
Utah
|
$318K
|
+$248K
|
+4,530
|
+419%
|
|
|
881
|
Brown Brothers Harriman & Co
New York
|
$312K
|
-$132K
|
-2,415
|
-30%
|
|
|
882
|
SSI Investment Management
Los Angeles,
California
|
$310K
|
-$64.9K
|
-1,185
|
-18%
|
|
|
883
|
Wealthspire Advisors (New York)
New York
|
$309K
|
-$48.5K
|
-885
|
-14%
|
|
|
884
|
Avant Capital
Lafayette,
Louisiana
|
$309K
|
–
|
–
|
–
|
|
|
885
|
Ignite Planners
San Clemente,
California
|
$309K
|
-$822
|
-15
|
-0.3%
|
|
|
886
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$308K
|
-$24.7K
|
-450
|
-8%
|
|
|
887
|
Ausdal Financial Partners
Davenport,
Iowa
|
$307K
|
+$822
|
+15
|
+0.3%
|
|
|
888
|
Arcus Capital Partners
Atlanta,
Georgia
|
$304K
|
+$292K
|
+5,325
|
+11,833%
|
|
|
889
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
$303K
|
+$9.86K
|
+180
|
+3%
|
|
|
890
|
American National Bank & Trust
Wichita Falls,
Texas
|
$302K
|
–
|
–
|
–
|
|
|
891
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$302K
|
+$286K
|
+5,220
|
New
|
|
|
892
|
Proficio Capital Partners
Newton,
Massachusetts
|
$301K
|
-$9.04K
|
-165
|
-3%
|
|
|
893
|
Aries Wealth Management
Portland,
Maine
|
$301K
|
–
|
–
|
–
|
|
|
894
|
Harvest Fund Management
Beijing,
China
|
$300K
|
-$228K
|
-4,170
|
-44%
|
|
|
895
|
Mutual Advisors
Omaha,
Nebraska
|
$300K
|
-$104K
|
-1,905
|
-26%
|
|
|
896
|
Callan Family Office
Radnor,
Pennsylvania
|
$300K
|
+$26.3K
|
+480
|
+10%
|
|
|
897
|
Oxford Financial Group
Carmel,
Indiana
|
$299K
|
+$21.4K
|
+390
|
+8%
|
|
|
898
|
First Personal Financial Services
Charlotte,
North Carolina
|
$297K
|
-$45.2K
|
-825
|
-14%
|
|
|
899
|
Alpha Family Trust
Los Angeles,
California
|
$297K
|
–
|
–
|
–
|
|
|
900
|
Golden State Equity Partners
South Coast Metro,
California
|
$296K
|
+$287K
|
+5,235
|
New
|
|
