|
801
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$337K
|
+$338K
|
+3,637
|
New
|
|
|
802
|
Capstone Investment Advisors
New York
|
$337K
|
+$338K
|
+3,634
|
New
|
|
|
803
|
VestGen Advisors
Inverness,
Illinois
|
$337K
|
-$23.1K
|
-248
|
-6%
|
|
|
804
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$335K
|
+$93
|
+1
|
+0%
|
|
|
805
|
Urban Wealth Management
El Segundo,
California
|
$334K
|
–
|
–
|
–
|
|
|
806
|
Sanibel Captiva Trust Company
Sanibel,
Florida
|
$332K
|
–
|
–
|
–
|
|
|
807
|
Brown Miller Wealth Management
Mclean,
Virginia
|
$330K
|
–
|
–
|
–
|
|
|
808
|
S-Bank Fund Management
Helsinki,
Finland
|
$330K
|
+$331K
|
+3,563
|
New
|
|
|
809
|
WD Rutherford
Portland,
Oregon
|
$329K
|
+$115K
|
+1,238
|
+54%
|
|
|
810
|
|
$328K
|
-$90.6K
|
-974
|
-22%
|
|
|
811
|
Manchester Financial
Westlake Village,
California
|
$327K
|
-$6.04K
|
-65
|
-2%
|
|
|
812
|
Rockland Trust
Hanover,
Massachusetts
|
$327K
|
–
|
–
|
–
|
|
|
813
|
Golden State Wealth Management
Santa Ana,
California
|
$325K
|
+$26.9K
|
+289
|
+9%
|
|
|
814
|
PFG Private Wealth Management
Lutz,
Florida
|
$325K
|
+$326K
|
+3,508
|
New
|
|
|
815
|
Sather Financial Group
Victoria,
Texas
|
$320K
|
-$24K
|
-258
|
-7%
|
|
|
816
|
Lionhunter Capital Management
New York
|
$319K
|
+$320K
|
+3,444
|
New
|
|
|
817
|
Sovran Advisors
San Diego,
California
|
$316K
|
+$2.7K
|
+29
|
+0.8%
|
|
|
818
|
Oak Asset Management
Westlake Village,
California
|
$315K
|
–
|
–
|
–
|
|
|
819
|
Investor's Fiduciary Advisor Network
Snoqualmie,
Washington
|
$315K
|
-$10.4K
|
-112
|
-3%
|
|
|
820
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
$314K
|
–
|
–
|
–
|
|
|
821
|
Curated Wealth Partners
El Segundo,
California
|
$314K
|
+$104K
|
+1,123
|
+50%
|
|
|
822
|
IFP Advisors
Tampa,
Florida
|
$313K
|
+$114K
|
+1,225
|
+57%
|
|
|
823
|
Fulcrum Asset Management
London,
United Kingdom
|
$313K
|
-$1.91M
|
-20,587
|
-86%
|
|
|
824
|
Bull Harbor Capital
Bethesda,
Maryland
|
$312K
|
+$313K
|
+3,366
|
New
|
|
|
825
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$312K
|
-$351K
|
-3,773
|
-53%
|
|
