|
651
|
Trivium Point Advisory
Westport,
Connecticut
|
$783K
|
+$784K
|
+13,452
|
New
|
|
|
652
|
Birchcreek Wealth Management
Miami Township,
Ohio
|
$779K
|
+$94.7K
|
+1,625
|
+14%
|
|
|
653
|
Horizon Investments
Charlotte,
North Carolina
|
$779K
|
-$1.31M
|
-22,452
|
-63%
|
|
|
654
|
Principal Securities
Des Moines,
Iowa
|
$776K
|
-$8.16K
|
-140
|
-1%
|
|
|
655
|
AllStreet Capital Advisors
Los Angeles,
California
|
$776K
|
+$47.1K
|
+808
|
+6%
|
|
|
656
|
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
|
$774K
|
+$8.98K
|
+154
|
+1%
|
|
|
657
|
Thayer Partners
Wyndmoor,
Pennsylvania
|
$774K
|
+$775K
|
+13,290
|
New
|
|
|
658
|
Venturi Wealth Management
Austin,
Texas
|
$766K
|
-$15.6M
|
-268,239
|
-95%
|
|
|
659
|
TPG Financial Advisors
Portland,
Oregon
|
$756K
|
-$44.5K
|
-763
|
-6%
|
|
|
660
|
Peterson Wealth Advisors
Orem,
Utah
|
$756K
|
-$27.9K
|
-479
|
-4%
|
|
|
661
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$756K
|
–
|
–
|
–
|
|
|
662
|
Eagle Strategies
New York
|
$753K
|
+$30.4K
|
+522
|
+4%
|
|
|
663
|
CIBC World Market
Toronto,
Ontario, Canada
|
$747K
|
-$90.1K
|
-1,545
|
-11%
|
|
|
664
|
CX Institutional
Auburn,
Indiana
|
$744K
|
+$331K
|
+5,678
|
+80%
|
|
|
665
|
Sunbeam Capital Management
Atlanta,
Georgia
|
$743K
|
+$744K
|
+12,769
|
New
|
|
|
666
|
Univest Financial
Souderton,
Pennsylvania
|
$743K
|
–
|
–
|
–
|
|
|
667
|
Rockbridge Investment Management
Syracuse,
New York
|
$739K
|
+$43.1K
|
+739
|
+6%
|
|
|
668
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$733K
|
-$17.5K
|
-300
|
-2%
|
|
|
669
|
Defined Wealth Management
Beaverton,
Oregon
|
$732K
|
-$466K
|
-8,001
|
-39%
|
|
|
670
|
Vista Investment Management
Pittsburgh,
Pennsylvania
|
$729K
|
+$53.5K
|
+918
|
+8%
|
|
|
671
|
Amicus Financial Advisors
Lubbock,
Texas
|
$727K
|
+$45.8K
|
+785
|
+7%
|
|
|
672
|
Advisors Asset Management
Monument,
Colorado
|
$726K
|
+$186K
|
+3,183
|
+34%
|
|
|
673
|
Sellwood Investment Partners
Portland,
Oregon
|
$725K
|
+$1.75K
|
+30
|
+0.2%
|
|
|
674
|
Banco Bilbao Vizcaya Argentaria
Madrid,
Spain
|
$724K
|
+$8.22K
|
+141
|
+1%
|
|
|
675
|
Raab & Moskowitz Asset Management
Chatham,
New Jersey
|
$710K
|
-$20K
|
-343
|
-3%
|
|
