|
801
|
BridgePort Financial Solutions
Fairfield,
Iowa
|
$401K
|
–
|
–
|
–
|
|
|
802
|
Coston McIsaac & Partners
Bar Harbor,
Maine
|
$399K
|
+$1.06K
|
+18
|
+0.3%
|
|
|
803
|
Peregrine Asset Advisers
Portland,
Oregon
|
$399K
|
+$400K
|
+6,813
|
New
|
|
|
804
|
Procyon Advisors
Shelton,
Connecticut
|
$399K
|
-$235K
|
-3,995
|
-37%
|
|
|
805
|
Clearwave Capital
Upland,
California
|
$398K
|
+$1.58K
|
+27
|
+0.4%
|
|
|
806
|
Fisher Asset Management
Camas,
Washington
|
$393K
|
+$79.8K
|
+1,359
|
+25%
|
|
|
807
|
Western Reserve Capital Management
Hudson,
Ohio
|
$391K
|
-$33.2K
|
-566
|
-8%
|
|
|
808
|
Whalen Wealth Management
Las Vegas,
Nevada
|
$387K
|
+$389K
|
+6,619
|
New
|
|
|
809
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$383K
|
–
|
–
|
–
|
|
|
810
|
CVA Family Office
Denver,
Colorado
|
$380K
|
+$763
|
+13
|
+0.2%
|
|
|
811
|
Leavell Investment Management
Mobile,
Alabama
|
$377K
|
–
|
–
|
–
|
|
|
812
|
KeyBank National Association
Cleveland,
Ohio
|
$376K
|
-$13.6K
|
-232
|
-3%
|
|
|
813
|
CIBC Bancorp USA
Chicago,
Illinois
|
$373K
|
+$374K
|
+6,372
|
New
|
|
|
814
|
WhitTier Trust Company
Reno,
Nevada
|
$370K
|
+$106K
|
+1,800
|
+40%
|
|
|
815
|
Evermay Wealth Management
Arlington,
Virginia
|
$369K
|
+$365K
|
+6,216
|
+6,984%
|
|
|
816
|
FFT Wealth Management
Philadelphia,
Pennsylvania
|
$368K
|
+$369K
|
+6,279
|
New
|
|
|
817
|
Essex Financial Services
Essex,
Connecticut
|
$366K
|
–
|
–
|
–
|
|
|
818
|
Maridea Wealth Management
Brooklyn,
New York
|
$365K
|
-$190K
|
-3,237
|
-34%
|
|
|
819
|
M1 Capital Management
Bloomfield Hills,
Michigan
|
$360K
|
+$26K
|
+443
|
+8%
|
|
|
820
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$357K
|
+$1.76K
|
+30
|
+0.5%
|
|
|
821
|
Financial Engines Advisors
Santa Clara,
California
|
$355K
|
-$91.1K
|
-1,552
|
-20%
|
|
|
822
|
D.A. Davidson & Co
Great Falls,
Montana
|
$354K
|
-$96.7K
|
-1,648
|
-21%
|
|
|
823
|
Charis Legacy Partners
Bryan,
Texas
|
$352K
|
-$19.8K
|
-338
|
-5%
|
|
|
824
|
Key Capital Management
Hendersonville, Tn 37075,
Tennessee
|
$351K
|
-$1.92M
|
-32,655
|
-84%
|
|
|
825
|
SFMG Wealth Advisors
Plano,
Texas
|
$350K
|
–
|
–
|
–
|
|
