|
801
|
Trust Point Inc
La Crosse,
Wisconsin
|
$358K
|
–
|
–
|
–
|
|
|
802
|
Keebeck Wealth Management
Chicago,
Illinois
|
$358K
|
+$323K
|
+2,190
|
New
|
|
|
803
|
Grandfield & Dodd
New York
|
$356K
|
–
|
–
|
–
|
|
|
804
|
Inscription Capital
Houston,
Texas
|
$355K
|
+$2.21K
|
+15
|
+0.7%
|
|
|
805
|
Fortis Capital Advisors
Prairie Village,
Kansas
|
$352K
|
+$318K
|
+2,157
|
New
|
|
|
806
|
Fayez Sarofim & Co
Houston,
Texas
|
$351K
|
+$20K
|
+136
|
+7%
|
|
|
807
|
Retirement Planning Company of New England
Warwick,
Rhode Island
|
$351K
|
-$80.9K
|
-549
|
-20%
|
|
|
808
|
SignatureFD
Atlanta,
Georgia
|
$350K
|
+$10.6K
|
+72
|
+3%
|
|
|
809
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$349K
|
–
|
–
|
–
|
|
|
810
|
Personal CFO Solutions
Chester,
New Jersey
|
$349K
|
+$35.2K
|
+239
|
+13%
|
|
|
811
|
TIAA Wealth Investment Management
New York
|
$349K
|
+$48.2K
|
+327
|
+18%
|
|
|
812
|
Investors Asset Management of Georgia
Atlanta,
Georgia
|
$348K
|
–
|
–
|
–
|
|
|
813
|
Snowden Capital Advisors
New York
|
$345K
|
-$47.7K
|
-324
|
-13%
|
|
|
814
|
Catalyst Funds Management
Sydney NSW,
Australia
|
$344K
|
+$310K
|
+2,107
|
New
|
|
|
815
|
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
|
$344K
|
–
|
–
|
–
|
|
|
816
|
Advisor OS
Chicago,
Illinois
|
$343K
|
+$309K
|
+2,099
|
New
|
|
|
817
|
Mowery & Schoenfeld Wealth Management
Lincolnshire,
Illinois
|
$342K
|
–
|
–
|
–
|
|
|
818
|
Portside Wealth Group
Provo,
Utah
|
$342K
|
-$5.74K
|
-39
|
-2%
|
|
|
819
|
Great Diamond Partners
Portland,
Maine
|
$339K
|
–
|
–
|
–
|
|
|
820
|
Able Wealth Management
Toms River,
New Jersey
|
$338K
|
+$305K
|
+2,068
|
New
|
|
|
821
|
Fisher Asset Management
Camas,
Washington
|
$338K
|
+$304K
|
+2,066
|
New
|
|
|
822
|
Terril Brothers
St. Louis,
Missouri
|
$335K
|
–
|
–
|
–
|
|
|
823
|
Caitong International Asset Management
Hong Kong
|
$335K
|
+$300K
|
+2,036
|
+15,662%
|
|
|
824
|
Certuity
North Palm Beach,
Florida
|
$335K
|
-$32.3K
|
-219
|
-10%
|
|
|
825
|
Joel Isaacson & Co
New York
|
$333K
|
+$3.39K
|
+23
|
+1%
|
|
