|
601
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$238K
|
–
|
–
|
–
|
|
|
602
|
BigSur Wealth Management
Miami,
Florida
|
$237K
|
+$243K
|
+1,460
|
New
|
|
|
603
|
Indivisible Partners
Clearwater,
Florida
|
$237K
|
-$1.5K
|
-9
|
-0.6%
|
|
|
604
|
OFI Invest Asset Management
Paris,
France
|
$235K
|
+$80.8K
|
+485
|
+41%
|
|
|
605
|
Cladis Investment Advisory
Billings,
Montana
|
$235K
|
–
|
–
|
–
|
|
|
606
|
Financial Consulate
Hunt Valley,
Maryland
|
$233K
|
-$115K
|
-687
|
-32%
|
|
|
607
|
PDS Planning
Dublin,
Ohio
|
$228K
|
-$667
|
-4
|
-0.3%
|
|
|
608
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$228K
|
–
|
–
|
–
|
|
|
609
|
Brevan Howard Capital Management
St. Helier,
Jersey
|
$228K
|
+$234K
|
+1,404
|
New
|
|
|
610
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$225K
|
–
|
–
|
–
|
|
|
611
|
AE Wealth Management
Topeka,
Kansas
|
$224K
|
-$422K
|
-2,530
|
-65%
|
|
|
612
|
Ewing Morris & Co Investment Partners
Toronto,
Ontario, Canada
|
$220K
|
+$227K
|
+1,361
|
New
|
|
|
613
|
AlphaCore Capital
La Jolla,
California
|
$219K
|
-$38.7K
|
-232
|
-15%
|
|
|
614
|
Ballentine Partners
Waltham,
Massachusetts
|
$219K
|
-$36.2K
|
-217
|
-14%
|
|
|
615
|
Perigon Wealth Management
San Francisco,
California
|
$218K
|
-$69K
|
-414
|
-24%
|
|
|
616
|
|
$217K
|
+$22.7K
|
+136
|
+11%
|
|
|
617
|
Checchi Capital Advisers
Beverly Hills,
California
|
$216K
|
+$22.3K
|
+134
|
+11%
|
|
|
618
|
Integrated Advisors Network
Dallas,
Texas
|
$215K
|
-$50K
|
-300
|
-18%
|
|
|
619
|
TCFG Wealth Management
Laguna Niguel,
California
|
$209K
|
–
|
–
|
–
|
|
|
620
|
TCFG Investment Advisors
Laguna Niguel,
California
|
$209K
|
+$215K
|
+1,292
|
New
|
|
|
621
|
Institute for Wealth Management
Denver,
Colorado
|
$209K
|
–
|
–
|
–
|
|
|
622
|
Essex Financial Services
Essex,
Connecticut
|
$209K
|
+$834
|
+5
|
+0.4%
|
|
|
623
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$208K
|
-$973K
|
-5,838
|
-82%
|
|
|
624
|
Tribridge Partners Financial
Columbia,
Maryland
|
$208K
|
+$7.5K
|
+45
|
+4%
|
|
|
625
|
Havemeyer Place
Greenwich,
Connecticut
|
$207K
|
+$155K
|
+929
|
+268%
|
|
