|
801
|
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
|
$680K
|
+$779K
|
+3,035
|
New
|
|
|
802
|
Portland Global Advisors
Portland,
Maine
|
$679K
|
–
|
–
|
–
|
|
|
803
|
Cardinal Strategic Wealth Guidance
Louisville,
Kentucky
|
$673K
|
–
|
–
|
–
|
|
|
804
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$672K
|
–
|
–
|
–
|
|
|
805
|
Gifford Fong Associates
Lafayette,
California
|
$672K
|
–
|
–
|
–
|
|
|
806
|
Provident Trust Company
Waukesha,
Wisconsin
|
$672K
|
–
|
–
|
–
|
|
|
807
|
Greenfield Savings Bank
Greenfield,
Massachusetts
|
$672K
|
+$770K
|
+3,000
|
New
|
|
|
808
|
Coldstream Capital Management
Bellevue,
Washington
|
$670K
|
+$126K
|
+492
|
+20%
|
|
|
809
|
Mitchell & Pahl Private Wealth
Oklahoma City,
Oklahoma
|
$667K
|
+$141K
|
+549
|
+23%
|
|
|
810
|
AssetMark Inc
Concord,
California
|
$663K
|
+$32.3K
|
+126
|
+4%
|
|
|
811
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$662K
|
-$274K
|
-1,067
|
-27%
|
|
|
812
|
Parallel Advisors
San Francisco,
California
|
$662K
|
-$7.7K
|
-30
|
-1%
|
|
|
813
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
$661K
|
+$6.16K
|
+24
|
+0.8%
|
|
|
814
|
TriaGen Wealth Management
Calabasas,
California
|
$656K
|
+$2.31K
|
+9
|
+0.3%
|
|
|
815
|
Leonteq Securities AG
Zurich,
Switzerland
|
$656K
|
+$616K
|
+2,401
|
+455%
|
|
|
816
|
Summit X LLC
Chesterfield,
Missouri
|
$653K
|
-$1.54K
|
-6
|
-0.2%
|
|
|
817
|
Stiles Financial Services
Edina,
Minnesota
|
$650K
|
+$101K
|
+393
|
+16%
|
|
|
818
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$648K
|
-$735K
|
-2,864
|
-50%
|
|
|
819
|
Eagle Bluffs Wealth Management
Columbia,
Missouri
|
$646K
|
-$4.88K
|
-19
|
-0.7%
|
|
|
820
|
Wealth Management Partners
Tucson,
Arizona
|
$645K
|
+$257K
|
+1,000
|
+50%
|
|
|
821
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$639K
|
+$1.54K
|
+6
|
+0.2%
|
|
|
822
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$633K
|
+$84.2K
|
+328
|
+13%
|
|
|
823
|
Maple Capital Management
Montpelier,
Vermont
|
$632K
|
-$27.2K
|
-106
|
-4%
|
|
|
824
|
SouthState Corp
Winter Haven,
Florida
|
$627K
|
+$7.18K
|
+28
|
+1%
|
|
|
825
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$626K
|
+$132K
|
+514
|
+23%
|
|
