|
801
|
Portland Global Advisors
Portland,
Maine
|
$239K
|
–
|
–
|
–
|
|
|
802
|
BOK Financial Private Wealth
Denver,
Colorado
|
$238K
|
-$65.7K
|
-413
|
-23%
|
|
|
803
|
GDS Wealth Management
Flower Mound,
Texas
|
$236K
|
+$224K
|
+1,409
|
New
|
|
|
804
|
Gemmer Asset Management
Walnut Creek,
California
|
$236K
|
+$1.91K
|
+12
|
+0.9%
|
|
|
805
|
First Foundation Advisors
Irvine,
California
|
$235K
|
–
|
–
|
–
|
|
|
806
|
Forum Financial Management
Lombard,
Illinois
|
$235K
|
+$223K
|
+1,400
|
New
|
|
|
807
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$234K
|
+$1.59K
|
+10
|
+0.7%
|
|
|
808
|
Crane Advisory
Fullerton,
California
|
$234K
|
–
|
–
|
–
|
|
|
809
|
Florida Financial Advisors
Tampa,
Florida
|
$234K
|
+$222K
|
+1,394
|
New
|
|
|
810
|
Theory Financial
Fort Collins,
Colorado
|
$233K
|
–
|
–
|
–
|
|
|
811
|
Bessemer Group
Woodbridge,
New Jersey
|
$233K
|
–
|
–
|
–
|
|
|
812
|
M&T Bank
Buffalo,
New York
|
$233K
|
–
|
–
|
–
|
|
|
813
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$230K
|
+$218K
|
+1,372
|
New
|
|
|
814
|
Mainsail Asset Management
Birmingham,
Alabama
|
$230K
|
+$218K
|
+1,372
|
New
|
|
|
815
|
Gen-Wealth Partners
Zeeland,
Michigan
|
$230K
|
-$3.81K
|
-24
|
-2%
|
|
|
816
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
$228K
|
-$70.4K
|
-443
|
-25%
|
|
|
817
|
Bogart Wealth LLC
Mclean,
Virginia
|
$226K
|
-$47.4K
|
-298
|
-18%
|
|
|
818
|
Robinson Smith Wealth Advisors
South Portland,
Maine
|
$226K
|
-$5.56K
|
-35
|
-3%
|
|
|
819
|
Greatmark Investment Partners
Columbus,
Georgia
|
$226K
|
-$3.97K
|
-25
|
-2%
|
|
|
820
|
Panoramic Investment Advisors
Denver,
Colorado
|
$225K
|
+$213K
|
+1,343
|
New
|
|
|
821
|
Operose Advisors
Milwaukee,
Wisconsin
|
$225K
|
+$62K
|
+390
|
+41%
|
|
|
822
|
Redmond Asset Management
Henrico,
Virginia
|
$225K
|
-$3.18K
|
-20
|
-1%
|
|
|
823
|
Marquette Associates
Chicago,
Illinois
|
$225K
|
–
|
–
|
–
|
|
|
824
|
Silver Coast Investments
San Diego,
United States
|
$224K
|
+$212K
|
+1,335
|
New
|
|
|
825
|
Sonora Investment Management Group
Tucson,
Arizona
|
$224K
|
-$3.18K
|
-20
|
-1%
|
|
