|
801
|
Boston Trust Walden
Boston,
Massachusetts
|
$436K
|
–
|
–
|
–
|
|
|
802
|
First National Bank of South Miami
South Miami,
Florida
|
$433K
|
–
|
–
|
–
|
|
|
803
|
Wealthspire Advisors (New York)
New York
|
$433K
|
+$86.7K
|
+482
|
+26%
|
|
|
804
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$429K
|
–
|
–
|
–
|
|
|
805
|
InterOcean Capital Group
Nashville,
Tennessee
|
$429K
|
+$18K
|
+100
|
+5%
|
|
|
806
|
Salvus Wealth Management
Red Bank,
New Jersey
|
$425K
|
+$7.2K
|
+40
|
+2%
|
|
|
807
|
Farmers & Merchants Trust Company
Long Beach,
California
|
$422K
|
-$46.6K
|
-259
|
-10%
|
|
|
808
|
WFA Asset Management
Whitefish Bay,
Wisconsin
|
$421K
|
+$2.52K
|
+14
|
+0.6%
|
|
|
809
|
SeaCrest Wealth Management
Purchase,
New York
|
$421K
|
+$180
|
+1
|
+0%
|
|
|
810
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$421K
|
+$43.7K
|
+243
|
+12%
|
|
|
811
|
Hilltop Holdings
Dallas,
Texas
|
$420K
|
+$45.7K
|
+254
|
+13%
|
|
|
812
|
Bay Colony Advisors
Concord,
Massachusetts
|
$419K
|
+$129K
|
+715
|
+47%
|
|
|
813
|
Oberweis Asset Management
Lisle,
Illinois
|
$417K
|
+$360
|
+2
|
+0.1%
|
|
|
814
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$417K
|
–
|
–
|
–
|
|
|
815
|
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
$417K
|
-$4.66M
|
-25,907
|
-92%
|
|
|
816
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$417K
|
-$6.48K
|
-36
|
-2%
|
|
|
817
|
IHT Wealth Management
Chicago,
Illinois
|
$416K
|
-$79K
|
-439
|
-17%
|
|
|
818
|
Steel Grove Capital Advisors
Memphis,
Tennessee
|
$416K
|
–
|
–
|
–
|
|
|
819
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$415K
|
+$399K
|
+2,216
|
New
|
|
|
820
|
ForthRight Wealth Management
Alpharetta,
Georgia
|
$415K
|
–
|
–
|
–
|
|
|
821
|
AssetMark Inc
Concord,
California
|
$407K
|
-$7.38K
|
-41
|
-2%
|
|
|
822
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
$404K
|
–
|
–
|
–
|
|
|
823
|
Appleton Partners
Boston,
Massachusetts
|
$401K
|
-$20.1K
|
-112
|
-5%
|
|
|
824
|
Level Four Advisory Services
Dallas,
Texas
|
$401K
|
+$384K
|
+2,137
|
New
|
|
|
825
|
Beverly Hills Private Wealth
Beverly Hills,
California
|
$399K
|
+$383K
|
+2,128
|
New
|
|
