|
801
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$355K
|
+$350K
|
+2,971
|
New
|
|
|
802
|
SimplyRich
Carlsbad,
California
|
$354K
|
–
|
–
|
–
|
|
|
803
|
GYL Financial Synergies
West Hartford,
Connecticut
|
$353K
|
+$38.7K
|
+328
|
+13%
|
|
|
804
|
Lyell Wealth Management
Menlo Park,
California
|
$352K
|
-$64.9K
|
-550
|
-16%
|
|
|
805
|
Smart Money Group
Eastland,
Texas
|
$352K
|
+$1.53K
|
+13
|
+0.4%
|
|
|
806
|
Capital Wealth Planning
Naples,
Florida
|
$351K
|
+$11.9K
|
+101
|
+4%
|
|
|
807
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$347K
|
–
|
–
|
–
|
|
|
808
|
Rikoon Group
Santa Fe,
New Mexico
|
$343K
|
+$472
|
+4
|
+0.1%
|
|
|
809
|
Harvard Management Company
Boston,
Massachusetts
|
$342K
|
–
|
–
|
–
|
|
|
810
|
Shulman DeMeo Asset Management
Lake Success,
New York
|
$341K
|
+$472
|
+4
|
+0.1%
|
|
|
811
|
Bank of the West
Monterey Park,
California
|
$341K
|
+$76.7K
|
+650
|
+30%
|
|
|
812
|
RHS Financial
San Francisco,
California
|
$340K
|
–
|
–
|
–
|
|
|
813
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$337K
|
-$12.9K
|
-109
|
-4%
|
|
|
814
|
West Paces Advisors
Atlanta,
Georgia
|
$336K
|
–
|
–
|
–
|
|
|
815
|
Advisors Capital Management
Ridgewood,
New Jersey
|
$336K
|
-$42K
|
-356
|
-11%
|
|
|
816
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$334K
|
+$944
|
+8
|
+0.3%
|
|
|
817
|
Focused Wealth Management
Newburgh,
New York
|
$332K
|
-$3.42K
|
-29
|
-1%
|
|
|
818
|
First Commonwealth Financial Corp
Indiana,
Pennsylvania
|
$332K
|
–
|
–
|
–
|
|
|
819
|
First Command Bank
Fort Worth,
Texas
|
$331K
|
–
|
–
|
–
|
|
|
820
|
First Command Financial Services
Fort Worth,
Texas
|
$331K
|
–
|
–
|
–
|
|
|
821
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$326K
|
+$11.8K
|
+100
|
+4%
|
|
|
822
|
Old Port Advisors
Portland,
Maine
|
$324K
|
-$34.2K
|
-290
|
-10%
|
|
|
823
|
F3Logic
Burnsville,
Minnesota
|
$323K
|
-$183K
|
-1,554
|
-36%
|
|
|
824
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$323K
|
–
|
–
|
–
|
|
|
825
|
SG Americas Securities
New York
|
$323K
|
+$130K
|
+1,100
|
+69%
|
|
