|
1101
|
Abbrea Capital
Greenbrae,
California
|
$274K
|
+$263K
|
+8,660
|
New
|
|
|
1102
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$274K
|
+$264K
|
+8,680
|
New
|
|
|
1103
|
Dana Investment Advisors
Waukesha,
Wisconsin
|
$273K
|
-$17.3K
|
-570
|
-6%
|
|
|
1104
|
Trillium Asset Management
Boston,
Massachusetts
|
$273K
|
–
|
–
|
–
|
|
|
1105
|
Clearstead Advisors
Cleveland,
Ohio
|
$271K
|
–
|
–
|
–
|
|
|
1106
|
Legacy Wealth Management (Mississippi)
Ridgeland,
Mississippi
|
$270K
|
+$259K
|
+8,540
|
New
|
|
|
1107
|
Wedge Capital Management
Charlotte,
North Carolina
|
$269K
|
+$3.95K
|
+130
|
+2%
|
|
|
1108
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$268K
|
-$3.34K
|
-110
|
-1%
|
|
|
1109
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$267K
|
-$7.59K
|
-250
|
-3%
|
|
|
1110
|
Bristlecone Advisors
Bellevue,
Washington
|
$266K
|
+$256K
|
+8,430
|
New
|
|
|
1111
|
Sage Rhino Capital
Menlo Park,
California
|
$265K
|
–
|
–
|
–
|
|
|
1112
|
Pacer Advisors
Malvern,
Pennsylvania
|
$264K
|
-$21.2M
|
-696,830
|
-99%
|
|
|
1113
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
$264K
|
-$772K
|
-25,410
|
-75%
|
|
|
1114
|
|
$263K
|
–
|
–
|
–
|
|
|
1115
|
Calton & Associates
Tampa,
Florida
|
$261K
|
+$250K
|
+8,250
|
New
|
|
|
1116
|
Mather Group
Chicago,
Illinois
|
$260K
|
+$250K
|
+8,240
|
New
|
|
|
1117
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$259K
|
–
|
–
|
–
|
|
|
1118
|
Pacific Edge Advisors
Corona Del Mar,
California
|
$259K
|
+$249K
|
+8,190
|
New
|
|
|
1119
|
Gradient Capital Advisors
San Diego,
California
|
$258K
|
-$5.77K
|
-190
|
-2%
|
|
|
1120
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$258K
|
+$248K
|
+8,180
|
New
|
|
|
1121
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$257K
|
+$247K
|
+8,120
|
New
|
|
|
1122
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$256K
|
+$246K
|
+8,090
|
New
|
|
|
1123
|
Independence Bank of Kentucky
Owensboro,
Kentucky
|
$254K
|
–
|
–
|
–
|
|
|
1124
|
Neville Rodie & Shaw
New York
|
$253K
|
–
|
–
|
–
|
|
|
1125
|
Vantage Wealth
Pasadena,
California
|
$253K
|
–
|
–
|
–
|
|
