|
876
|
RW Investment Management
Eagle,
Idaho
|
$238K
|
–
|
–
|
–
|
|
|
877
|
Waypoint Wealth Partners
Mill Valley,
California
|
$238K
|
–
|
–
|
–
|
|
|
878
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$237K
|
+$225K
|
+2,277
|
New
|
|
|
879
|
Sittner & Nelson
Eugene,
Oregon
|
$237K
|
+$495
|
+5
|
+0.2%
|
|
|
880
|
Bradley Foster & Sargent
Hartford,
Connecticut
|
$236K
|
–
|
–
|
–
|
|
|
881
|
Choate Investment Advisors
Boston,
Massachusetts
|
$236K
|
+$224K
|
+2,267
|
New
|
|
|
882
|
Wealthspan Partners
Davenport,
Iowa
|
$236K
|
+$593
|
+6
|
+0.3%
|
|
|
883
|
Boston Common Asset Management
Boston,
Massachusetts
|
$236K
|
–
|
–
|
–
|
|
|
884
|
One Capital Management
Westlake Village,
California
|
$235K
|
+$224K
|
+2,261
|
New
|
|
|
885
|
Legacy Financial Advisors
Covington,
Kentucky
|
$235K
|
+$224K
|
+2,260
|
New
|
|
|
886
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$234K
|
+$198
|
+2
|
+0.1%
|
|
|
887
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$234K
|
+$216K
|
+2,188
|
New
|
|
|
888
|
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
|
$234K
|
-$27.9K
|
-282
|
-11%
|
|
|
889
|
Stevens Capital Management
Radnor,
Pennsylvania
|
$232K
|
+$220K
|
+2,229
|
New
|
|
|
890
|
Montag & Associates
Atlanta,
Georgia
|
$231K
|
–
|
–
|
–
|
|
|
891
|
Shufro Rose & Co
New York
|
$231K
|
–
|
–
|
–
|
|
|
892
|
Smith Shellnut Wilson
Ridgeland,
Mississippi
|
$230K
|
-$29.7K
|
-300
|
-12%
|
|
|
893
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$230K
|
-$6.73K
|
-68
|
-3%
|
|
|
894
|
|
$230K
|
+$219K
|
+2,210
|
New
|
|
|
895
|
Freedom Investment Management
Hartford,
Connecticut
|
$229K
|
-$71.3K
|
-721
|
-25%
|
|
|
896
|
Evanson Asset Management
Carmel,
California
|
$229K
|
+$218K
|
+2,200
|
New
|
|
|
897
|
Perpetual Ltd
Sydney, New South Wales,
Australia
|
$229K
|
+$218K
|
+2,200
|
New
|
|
|
898
|
Gitterman Wealth Management
Edison,
New Jersey
|
$229K
|
+$217K
|
+2,198
|
New
|
|
|
899
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$229K
|
–
|
–
|
–
|
|
|
900
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$228K
|
-$118K
|
-1,191
|
-35%
|
|
