|
851
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$1.18M
|
-$138K
|
-1,260
|
-11%
|
|
|
852
|
Elk River Wealth Management
Denver,
Colorado
|
$1.18M
|
+$39.2K
|
+359
|
+4%
|
|
|
853
|
Cardinal Point Wealth Management Partners
Irvine,
California
|
$1.18M
|
+$1.11M
|
+10,143
|
New
|
|
|
854
|
WealthShield Partners
Cary,
North Carolina
|
$1.17M
|
-$4.97M
|
-45,488
|
-82%
|
|
|
855
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$1.17M
|
–
|
–
|
–
|
|
|
856
|
Intergy Private Wealth
Colorado Springs,
Colorado
|
$1.16M
|
+$1.09M
|
+9,999
|
New
|
|
|
857
|
Parsons Capital Management
Providence,
Rhode Island
|
$1.16M
|
+$144K
|
+1,320
|
+15%
|
|
|
858
|
Rakuten Investment Management
Tokyo,
Japan
|
$1.16M
|
–
|
–
|
–
|
|
|
859
|
American Financial Advisors
Marietta,
Georgia
|
$1.16M
|
-$3.71K
|
-34
|
-0.3%
|
|
|
860
|
Woodward Diversified Capital
Bakersfield,
California
|
$1.16M
|
+$31.1K
|
+285
|
+3%
|
|
|
861
|
Wambolt & Associates
Littleton,
Colorado
|
$1.15M
|
-$78.6K
|
-720
|
-7%
|
|
|
862
|
Retirement Guys Formula
Maumee,
Ohio
|
$1.15M
|
+$1.08M
|
+9,901
|
New
|
|
|
863
|
Anchor Investment Management
Columbia,
South Carolina
|
$1.15M
|
+$56.8K
|
+520
|
+6%
|
|
|
864
|
Waypoint Wealth Partners
Mill Valley,
California
|
$1.15M
|
+$5.9K
|
+54
|
+0.5%
|
|
|
865
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$1.15M
|
+$1.08M
|
+9,879
|
New
|
|
|
866
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$1.14M
|
+$1.08M
|
+9,862
|
New
|
|
|
867
|
Thompson Siegel & Walmsley
Richmond,
Virginia
|
$1.13M
|
+$119K
|
+1,094
|
+13%
|
|
|
868
|
Csenge Advisory Group
Clearwater,
Florida
|
$1.13M
|
+$379K
|
+3,472
|
+46%
|
|
|
869
|
Glenview Trust
Louisville,
Kentucky
|
$1.13M
|
-$18.9K
|
-173
|
-2%
|
|
|
870
|
Martel Wealth Advisors
Vancouver,
Washington
|
$1.12M
|
-$7.54K
|
-69
|
-0.7%
|
|
|
871
|
Certuity
North Palm Beach,
Florida
|
$1.12M
|
-$42.5K
|
-389
|
-4%
|
|
|
872
|
Claro Advisors
Boston,
Massachusetts
|
$1.1M
|
+$55.2K
|
+505
|
+6%
|
|
|
873
|
Wealth Architects
Mountain View,
California
|
$1.1M
|
-$73.5K
|
-673
|
-7%
|
|
|
874
|
Fieldpoint Private Securities
Greenwich,
Connecticut
|
$1.1M
|
-$983
|
-9
|
-0.1%
|
|
|
875
|
Liberty Wealth Management
Oakland,
California
|
$1.1M
|
-$875K
|
-8,010
|
Closed
|
|
