|
876
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$310K
|
–
|
–
|
–
|
|
|
877
|
Wealthspire Advisors (New York)
New York
|
$308K
|
-$69.5K
|
-738
|
-19%
|
|
|
878
|
Checchi Capital Advisers
Beverly Hills,
California
|
$307K
|
-$49.8K
|
-528
|
-14%
|
|
|
879
|
Philip James Wealth Mangement
Milton,
Georgia
|
$307K
|
+$296K
|
+3,136
|
New
|
|
|
880
|
Cherokee Insurance
Sterling Heights,
Michigan
|
$305K
|
–
|
–
|
–
|
|
|
881
|
Evelyn Partners Investment Management
London,
|
$305K
|
–
|
–
|
–
|
|
|
882
|
Joel Isaacson & Co
New York
|
$305K
|
+$294K
|
+3,120
|
New
|
|
|
883
|
Simplicity Wealth
Summit,
New Jersey
|
$304K
|
-$449K
|
-4,761
|
-60%
|
|
|
884
|
Empirical Wealth Management
Seattle,
Washington
|
$304K
|
+$71.6K
|
+760
|
+32%
|
|
|
885
|
Bridgewater Advisors
New York
|
$304K
|
-$48.9K
|
-519
|
-8%
|
|
|
886
|
Aull & Monroe Investment Management
Mobile,
Alabama
|
$303K
|
-$3.2K
|
-34
|
-1%
|
|
|
887
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$297K
|
-$9.99K
|
-106
|
-3%
|
|
|
888
|
Geneos Wealth Management
Englewood,
Colorado
|
$295K
|
-$245K
|
-2,603
|
-46%
|
|
|
889
|
Westpac Banking Corp
Sydney,
Australia
|
$292K
|
–
|
–
|
–
|
|
|
890
|
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
|
$291K
|
–
|
–
|
–
|
|
|
891
|
Allred Capital Management
Dallas,
Texas
|
$290K
|
+$471
|
+5
|
+0.2%
|
|
|
892
|
Schiavi & Co
Wilmington,
Delaware
|
$288K
|
+$9.33K
|
+99
|
+3%
|
|
|
893
|
Fisher Asset Management
Camas,
Washington
|
$288K
|
+$278K
|
+2,948
|
New
|
|
|
894
|
Integris Wealth Management
Monterey,
California
|
$286K
|
–
|
–
|
–
|
|
|
895
|
Fiduciary Alliance
Greenville,
South Carolina
|
$285K
|
+$565
|
+6
|
+0.2%
|
|
|
896
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$284K
|
+$2.54K
|
+27
|
+0.9%
|
|
|
897
|
Riverwater Partners
Milwaukee,
Wisconsin
|
$283K
|
-$9.71K
|
-103
|
-3%
|
|
|
898
|
CWA Asset Management Group
Naples,
Florida
|
$283K
|
+$39.3K
|
+417
|
+17%
|
|
|
899
|
Avantax Planning Partners
Dubuque,
Iowa
|
$283K
|
+$2.54K
|
+27
|
+0.9%
|
|
|
900
|
Montecito Bank & Trust
Santa Barbara,
California
|
$282K
|
+$272K
|
+2,889
|
New
|
|
