|
801
|
Silver Oak Securities
Jackson,
Tennessee
|
$225K
|
+$207K
|
+1,953
|
New
|
|
|
802
|
Wealthspire Advisors (New York)
New York
|
$225K
|
-$137K
|
-1,288
|
-40%
|
|
|
803
|
NWAM LLC
Mercer Island,
Washington
|
$224K
|
+$206K
|
+1,943
|
New
|
|
|
804
|
Old North State Trust
Greensboro,
North Carolina
|
$224K
|
+$206K
|
+1,939
|
New
|
|
|
805
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$223K
|
+$205K
|
+1,933
|
New
|
|
|
806
|
Brevan Howard Capital Management
St. Helier,
Jersey
|
$222K
|
-$114K
|
-1,075
|
-36%
|
|
|
807
|
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
|
$222K
|
+$204K
|
+1,924
|
New
|
|
|
808
|
Mill Capital Management
Concord,
North Carolina
|
$222K
|
-$58.8K
|
-554
|
-22%
|
|
|
809
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$222K
|
+$204K
|
+1,923
|
New
|
|
|
810
|
SCS Capital Management
Boston,
Massachusetts
|
$221K
|
-$182K
|
-1,714
|
-47%
|
|
|
811
|
nVerses Capital
Wellington,
Florida
|
$221K
|
+$203K
|
+1,913
|
New
|
|
|
812
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$220K
|
–
|
–
|
–
|
|
|
813
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$220K
|
+$202K
|
+1,906
|
New
|
|
|
814
|
Cambient Family Office
Ada,
Michigan
|
$219K
|
-$65.5K
|
-617
|
-25%
|
|
|
815
|
Personal CFO Solutions
Chester,
New Jersey
|
$219K
|
+$202K
|
+1,899
|
New
|
|
|
816
|
Courier Capital
Buffalo,
New York
|
$216K
|
+$199K
|
+1,872
|
New
|
|
|
817
|
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
|
$216K
|
+$199K
|
+1,871
|
New
|
|
|
818
|
Lazard Asset Management
New York
|
$213K
|
+$196K
|
+1,843
|
New
|
|
|
819
|
Integris Wealth Management
Monterey,
California
|
$211K
|
+$195K
|
+1,833
|
New
|
|
|
820
|
Summit Financial
Parsippany,
New Jersey
|
$211K
|
+$194K
|
+1,826
|
New
|
|
|
821
|
Oxbow Advisors
Austin,
Texas
|
$211K
|
+$194K
|
+1,825
|
New
|
|
|
822
|
Southern Financial Group
Birmingham,
Alabama
|
$210K
|
+$193K
|
+1,822
|
New
|
|
|
823
|
Allred Capital Management
Dallas,
Texas
|
$210K
|
+$193K
|
+1,819
|
New
|
|
|
824
|
GTS Securities
Miami,
Florida
|
$210K
|
+$193K
|
+1,816
|
New
|
|
|
825
|
Williams Jones Wealth Management
New York
|
$209K
|
-$191K
|
-1,797
|
-50%
|
|
