|
801
|
Custom Index Systems
New York
|
$335K
|
-$114K
|
-482
|
-26%
|
|
|
802
|
Harmony Asset Management
Scottsdale,
Arizona
|
$334K
|
–
|
–
|
–
|
|
|
803
|
Shell Asset Management
The Hague,
Netherlands
|
$331K
|
+$320K
|
+1,353
|
New
|
|
|
804
|
Institute for Wealth Management
Denver,
Colorado
|
$329K
|
+$318K
|
+1,346
|
New
|
|
|
805
|
Lido Advisors
Los Angeles,
California
|
$328K
|
+$27.4K
|
+116
|
+9%
|
|
|
806
|
D.A. Davidson & Co
Great Falls,
Montana
|
$324K
|
+$1.18K
|
+5
|
+0.4%
|
|
|
807
|
Blue Barn Wealth
Orem,
Utah
|
$324K
|
+$99.7K
|
+422
|
+47%
|
|
|
808
|
Simon Quick Advisors
Morristown,
New Jersey
|
$323K
|
+$62.1K
|
+263
|
+25%
|
|
|
809
|
180 Wealth Advisors
Federal Way,
Washington
|
$322K
|
–
|
–
|
–
|
|
|
810
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$320K
|
+$69.7K
|
+295
|
+29%
|
|
|
811
|
Everhart Financial Group
Dublin,
Ohio
|
$319K
|
+$308K
|
+1,306
|
New
|
|
|
812
|
Venturi Wealth Management
Austin,
Texas
|
$318K
|
-$223K
|
-944
|
-42%
|
|
|
813
|
Synergy Financial Group
San Ramon,
California
|
$318K
|
–
|
–
|
–
|
|
|
814
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$318K
|
+$307K
|
+1,300
|
New
|
|
|
815
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$314K
|
+$5.9K
|
+25
|
+2%
|
|
|
816
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$314K
|
+$18.2K
|
+77
|
+6%
|
|
|
817
|
Meitav Investment House
Bene-Beraq,
Israel
|
$314K
|
-$37.8K
|
-160
|
-12%
|
|
|
818
|
TTP Investments
San Jose,
California
|
$312K
|
–
|
–
|
–
|
|
|
819
|
Premier Path Wealth Partners
Madison,
New Jersey
|
$308K
|
+$41.1K
|
+174
|
+16%
|
|
|
820
|
TKG Advisors
Valparaiso,
Indiana
|
$307K
|
+$4.72K
|
+20
|
+2%
|
|
|
821
|
TFG Advisers
Auburn Hills,
Michigan
|
$307K
|
+$297K
|
+1,258
|
New
|
|
|
822
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$307K
|
+$297K
|
+1,257
|
New
|
|
|
823
|
Balentine LLC
Atlanta,
Georgia
|
$305K
|
+$45.1K
|
+191
|
+18%
|
|
|
824
|
New Century Financial Group
Princeton,
New Jersey
|
$305K
|
+$13.9K
|
+59
|
+5%
|
|
|
825
|
Simplicity Wealth
Summit,
New Jersey
|
$303K
|
-$689K
|
-2,916
|
-70%
|
|
