|
901
|
Insight Wealth Strategies
San Ramon,
California
|
$1.04M
|
-$27.8K
|
-348
|
-3%
|
|
|
902
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$1.04M
|
-$202K
|
-2,524
|
-16%
|
|
|
903
|
|
$1.02M
|
+$1.05M
|
+13,134
|
New
|
|
|
904
|
PGIM Custom Harvest
Newark,
New Jersey
|
$1.02M
|
+$13.2K
|
+165
|
+1%
|
|
|
905
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$1.02M
|
-$121K
|
-1,514
|
-10%
|
|
|
906
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$1.02M
|
-$24K
|
-300
|
-2%
|
|
|
907
|
Public Sector Pension Investment Board (PSP Investments)
Montreal,
Quebec, Canada
|
$1.01M
|
-$1.6M
|
-19,950
|
-61%
|
|
|
908
|
Empirical Wealth Management
Seattle,
Washington
|
$1.01M
|
+$86.8K
|
+1,085
|
+9%
|
|
|
909
|
Garde Capital
Seattle,
Washington
|
$1.01M
|
-$960
|
-12
|
-0.1%
|
|
|
910
|
Wade Financial Advisory
Campbell,
California
|
$996K
|
–
|
–
|
–
|
|
|
911
|
Madison Wealth Management
Cincinnati,
Ohio
|
$995K
|
–
|
–
|
–
|
|
|
912
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$993K
|
+$29.9K
|
+374
|
+3%
|
|
|
913
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$990K
|
-$820K
|
-10,244
|
-45%
|
|
|
914
|
EARNEST Partners
Atlanta,
Georgia
|
$990K
|
–
|
–
|
–
|
|
|
915
|
Trust Company
Manhattan,
Kansas
|
$987K
|
–
|
–
|
–
|
|
|
916
|
GeoWealth Management
Chicago,
Illinois
|
$986K
|
+$1.01M
|
+12,641
|
New
|
|
|
917
|
Mirsky Financial Management
Rochester,
New York
|
$985K
|
+$23.4K
|
+292
|
+2%
|
|
|
918
|
Harbour Investments
Madison,
Wisconsin
|
$977K
|
-$876K
|
-10,952
|
-47%
|
|
|
919
|
Vontobel Holding
Zurich,
Switzerland
|
$977K
|
-$3.2K
|
-40
|
-0.3%
|
|
|
920
|
GFS Advisors
Houston,
Texas
|
$977K
|
–
|
–
|
–
|
|
|
921
|
Sunburst Financial Group
Vestavia Hills,
Alabama
|
$975K
|
+$3.52K
|
+44
|
+0.4%
|
|
|
922
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$970K
|
-$14.3K
|
-179
|
-1%
|
|
|
923
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$969K
|
+$19.8K
|
+247
|
+2%
|
|
|
924
|
Conservest Capital Advisors
Wynnewood,
Pennsylvania
|
$966K
|
–
|
–
|
–
|
|
|
925
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$963K
|
+$1.84K
|
+23
|
+0.2%
|
|
