|
826
|
Waverly Advisors
Birmingham,
Alabama
|
$288K
|
+$20.5K
|
+512
|
+8%
|
|
|
827
|
Oak Harbor Wealth Partners
Raleigh,
North Carolina
|
$288K
|
+$295K
|
+7,354
|
New
|
|
|
828
|
Axxcess Wealth Management
Carlsbad,
California
|
$288K
|
+$295K
|
+7,369
|
New
|
|
|
829
|
Wintrust Investments
Chicago,
Illinois
|
$287K
|
+$295K
|
+7,345
|
New
|
|
|
830
|
Western Wealth Management
Golden,
Colorado
|
$287K
|
+$295K
|
+7,363
|
New
|
|
|
831
|
Strategic Wealth Investment Group
Louisville,
Kentucky
|
$286K
|
+$2.37K
|
+59
|
+0.8%
|
|
|
832
|
Fiduciary Trust
Boston,
Massachusetts
|
$284K
|
-$20K
|
-500
|
-6%
|
|
|
833
|
Essex Financial Services
Essex,
Connecticut
|
$284K
|
+$291K
|
+7,263
|
New
|
|
|
834
|
Doheny Asset Management
Los Angeles,
California
|
$283K
|
–
|
–
|
–
|
|
|
835
|
Aspiriant LLC
Los Angeles,
California
|
$283K
|
+$291K
|
+7,266
|
New
|
|
|
836
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$281K
|
-$158K
|
-3,947
|
-35%
|
|
|
837
|
Berger Financial Group
Plymouth,
Minnesota
|
$281K
|
+$2K
|
+50
|
+0.7%
|
|
|
838
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$281K
|
+$48.1K
|
+1,200
|
+20%
|
|
|
839
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$281K
|
+$73K
|
+1,821
|
+34%
|
|
|
840
|
|
$281K
|
+$30.3K
|
+756
|
+12%
|
|
|
841
|
Manchester Financial
Westlake Village,
California
|
$280K
|
–
|
–
|
–
|
|
|
842
|
Mattern Wealth Management
Lawrence,
Kansas
|
$280K
|
–
|
–
|
–
|
|
|
843
|
Charles Schwab Trust
Henderson,
Nevada
|
$279K
|
-$20.4K
|
-509
|
-7%
|
|
|
844
|
US Asset Management LLC
Pittsburgh,
Pennsylvania
|
$278K
|
-$361
|
-9
|
-0.1%
|
|
|
845
|
KG&L Capital Management
Saint Francisville,
Louisiana
|
$278K
|
+$80
|
+2
|
+0%
|
|
|
846
|
RiverGlades Family Offices
Naples,
Florida
|
$277K
|
–
|
–
|
–
|
|
|
847
|
Vontobel Holding
Zurich,
Switzerland
|
$277K
|
+$287K
|
+7,158
|
New
|
|
|
848
|
Bray Capital Advisors
Naples,
Florida
|
$276K
|
–
|
–
|
–
|
|
|
849
|
Goepper Burkhardt
Greenville,
South Carolina
|
$275K
|
–
|
–
|
–
|
|
|
850
|
Ayrshire Capital Management
Westport,
Connecticut
|
$274K
|
+$4.01K
|
+100
|
+1%
|
|
