|
401
|
Ascent Group
Virginia Beach,
Virginia
|
$881K
|
-$1.31M
|
-18,778
|
-58%
|
|
|
402
|
Grassi Investment Management
Santa Clara,
California
|
$880K
|
-$41.7K
|
-598
|
-4%
|
|
|
403
|
Moneda SA Administradora General de Fondos
Las Condes, Santiago,
Chile
|
$872K
|
+$117K
|
+1,680
|
+14%
|
|
|
404
|
First Capital Advisors Group
Little Silver,
New Jersey
|
$865K
|
-$22K
|
-316
|
-2%
|
|
|
405
|
Triumph Capital Management
Denver,
Colorado
|
$863K
|
+$529K
|
+7,584
|
+131%
|
|
|
406
|
Lavaca Capital
Houston,
Texas
|
$863K
|
+$932K
|
+13,362
|
New
|
|
|
407
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$862K
|
+$34.9K
|
+500
|
+4%
|
|
|
408
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$855K
|
+$923K
|
+13,234
|
New
|
|
|
409
|
Clarus Wealth Advisors
Peoria,
Arizona
|
$851K
|
-$252K
|
-3,616
|
-22%
|
|
|
410
|
Lido Advisors
Los Angeles,
California
|
$847K
|
-$24.8K
|
-356
|
-3%
|
|
|
411
|
WhitTier Trust Company
Reno,
Nevada
|
$831K
|
+$173K
|
+2,482
|
+24%
|
|
|
412
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$826K
|
+$176K
|
+2,522
|
+25%
|
|
|
413
|
Signature Wealth Management Partners
Montvale,
New Jersey
|
$820K
|
+$73.6K
|
+1,056
|
+9%
|
|
|
414
|
Privium Fund Management (UK)
London,
United Kingdom
|
$819K
|
+$882K
|
+12,644
|
New
|
|
|
415
|
Canton Hathaway
Providence,
Rhode Island
|
$800K
|
–
|
–
|
–
|
|
|
416
|
Live Oak Investment Partners
Austin,
Texas
|
$794K
|
–
|
–
|
–
|
|
|
417
|
|
$793K
|
–
|
–
|
–
|
|
|
418
|
Avantax Planning Partners
Dubuque,
Iowa
|
$788K
|
+$425K
|
+6,096
|
+100%
|
|
|
419
|
Segall Bryant & Hamill
Chicago,
Illinois
|
$788K
|
-$95.4K
|
-1,368
|
-10%
|
|
|
420
|
IFG Advisory
Atlanta,
Georgia
|
$787K
|
-$12.1K
|
-174
|
-1%
|
|
|
421
|
Madden Advisory Services
Jacksonville,
Florida
|
$785K
|
-$66.4K
|
-952
|
-7%
|
|
|
422
|
CoreCap Advisors
Southfield,
Michigan
|
$784K
|
-$3.32M
|
-47,666
|
-80%
|
|
|
423
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$782K
|
-$19.7K
|
-282
|
-2%
|
|
|
424
|
Birchcreek Wealth Management
Miami Township,
Ohio
|
$778K
|
+$32.4K
|
+464
|
+4%
|
|
|
425
|
Peak Asset Management
Louisville,
Colorado
|
$773K
|
–
|
–
|
–
|
|
