|
801
|
Allegheny Financial Group
Pittsburgh,
Pennsylvania
|
$456K
|
+$429K
|
+3,794
|
New
|
|
|
802
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$454K
|
-$52K
|
-460
|
-11%
|
|
|
803
|
Parallel Advisors
San Francisco,
California
|
$453K
|
-$77.6K
|
-687
|
-15%
|
|
|
804
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$452K
|
-$3.96K
|
-35
|
-0.9%
|
|
|
805
|
Weld Capital Management
New York
|
$450K
|
+$423K
|
+3,742
|
New
|
|
|
806
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$444K
|
-$5.88K
|
-52
|
-1%
|
|
|
807
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$442K
|
+$5.08K
|
+45
|
+1%
|
|
|
808
|
Abacus Wealth Partners
Santa Monica,
California
|
$437K
|
+$411K
|
+3,641
|
New
|
|
|
809
|
Dillon & Associates
Jackson,
Michigan
|
$437K
|
–
|
–
|
–
|
|
|
810
|
SFMG Wealth Advisors
Plano,
Texas
|
$436K
|
+$410K
|
+3,625
|
New
|
|
|
811
|
Citadel Investment Advisory
Chesterland,
Ohio
|
$428K
|
+$402K
|
+3,559
|
New
|
|
|
812
|
Meeder Asset Management
Dublin,
Ohio
|
$426K
|
-$3.82M
|
-33,825
|
-91%
|
|
|
813
|
Hotaling Investment Management
Wayne,
Pennsylvania
|
$426K
|
+$71.8K
|
+635
|
+22%
|
|
|
814
|
Means Investment Company
Bangor,
Maine
|
$426K
|
+$148K
|
+1,307
|
+61%
|
|
|
815
|
Great Diamond Partners
Portland,
Maine
|
$422K
|
+$61.4K
|
+543
|
+18%
|
|
|
816
|
Coastline Trust
Providence,
Rhode Island
|
$421K
|
-$779K
|
-6,895
|
-66%
|
|
|
817
|
Eudaimonia Partners
Winchester,
Tennessee
|
$421K
|
-$2.03K
|
-18
|
-0.5%
|
|
|
818
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$419K
|
+$30.5K
|
+270
|
+8%
|
|
|
819
|
Avior Wealth Management
Omaha,
Nebraska
|
$418K
|
-$212K
|
-1,878
|
-35%
|
|
|
820
|
Fulcrum Capital
Seattle,
Washington
|
$417K
|
+$392K
|
+3,472
|
New
|
|
|
821
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
$416K
|
+$113
|
+1
|
+0%
|
|
|
822
|
Cerity Partners OCIO
New York
|
$414K
|
-$1.02K
|
-9
|
-0.3%
|
|
|
823
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$414K
|
–
|
–
|
–
|
|
|
824
|
Rafferty Asset Management
New York
|
$414K
|
+$43.4K
|
+384
|
+13%
|
|
|
825
|
Fisher Asset Management
Camas,
Washington
|
$412K
|
+$113
|
+1
|
+0%
|
|
