|
801
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$1.62M
|
+$897K
|
+2,282
|
+107%
|
|
|
802
|
Legacy Wealth Asset Management
Woodbury,
Minnesota
|
$1.61M
|
-$15.3K
|
-39
|
-0.9%
|
|
|
803
|
SG Americas Securities
New York
|
$1.59M
|
-$3.75M
|
-9,545
|
-69%
|
|
|
804
|
Okabena Investment Services
Minneapolis,
Minnesota
|
$1.58M
|
-$178K
|
-452
|
-9%
|
|
|
805
|
Congress Asset Management
Boston,
Massachusetts
|
$1.58M
|
-$3.93K
|
-10
|
-0.2%
|
|
|
806
|
Wedbush Securities
Los Angeles,
California
|
$1.58M
|
+$75.5K
|
+192
|
+5%
|
|
|
807
|
Capital Group Investment Management
Raffles Quay,
Singapore
|
$1.56M
|
–
|
–
|
–
|
|
|
808
|
Blue Fin Capital
Warren,
Rhode Island
|
$1.56M
|
+$70.8K
|
+180
|
+4%
|
|
|
809
|
Vienna Insurance Group
Warsaw,
Poland
|
$1.55M
|
+$109K
|
+276
|
+7%
|
|
|
810
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$1.55M
|
+$1.66M
|
+4,233
|
New
|
|
|
811
|
Gotham Asset Management
New York
|
$1.54M
|
+$171K
|
+436
|
+12%
|
|
|
812
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$1.53M
|
-$16.5K
|
-42
|
-1%
|
|
|
813
|
Argent Trust Co
Nashville,
Tennessee
|
$1.53M
|
+$11.8K
|
+30
|
+0.7%
|
|
|
814
|
HB Wealth Management
Atlanta,
Georgia
|
$1.53M
|
+$381K
|
+970
|
+30%
|
|
|
815
|
IMS Capital Management
Portland,
Oregon
|
$1.51M
|
–
|
–
|
–
|
|
|
816
|
Lowell Blake & Associates
Boston,
Massachusetts
|
$1.5M
|
+$718K
|
+1,825
|
+80%
|
|
|
817
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$1.5M
|
+$7.47K
|
+19
|
+0.5%
|
|
|
818
|
Avitas Wealth Management
Los Angeles,
California
|
$1.5M
|
-$32.6K
|
-83
|
-2%
|
|
|
819
|
Parsons Capital Management
Providence,
Rhode Island
|
$1.5M
|
-$37K
|
-94
|
-2%
|
|
|
820
|
Souders Financial Advisors
Cincinnati,
Ohio
|
$1.49M
|
-$449K
|
-1,143
|
-22%
|
|
|
821
|
Belpointe Asset Management
Reno,
Nevada
|
$1.47M
|
-$75.5K
|
-192
|
-5%
|
|
|
822
|
Solidarity Wealth
Lehi,
Utah
|
$1.47M
|
+$1.58M
|
+4,026
|
New
|
|
|
823
|
Edgestream Partners
Princeton,
New Jersey
|
$1.47M
|
+$1.25M
|
+3,172
|
+373%
|
|
|
824
|
Sequoia Financial Advisors
Akron,
Ohio
|
$1.47M
|
-$284K
|
-722
|
-15%
|
|
|
825
|
Excalibur Management
Waltham,
Massachusetts
|
$1.46M
|
–
|
–
|
–
|
|
