|
801
|
Trillium Asset Management
Boston,
Massachusetts
|
$303K
|
–
|
–
|
–
|
|
|
802
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$303K
|
-$21.6K
|
-164
|
-7%
|
|
|
803
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$301K
|
+$396
|
+3
|
+0.1%
|
|
|
804
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$301K
|
+$23.8K
|
+180
|
+9%
|
|
|
805
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$301K
|
+$264
|
+2
|
+0.1%
|
|
|
806
|
Koshinski Asset Management
Decatur,
Illinois
|
$299K
|
-$23.9K
|
-181
|
-8%
|
|
|
807
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$299K
|
–
|
–
|
–
|
|
|
808
|
|
$296K
|
+$283K
|
+2,143
|
New
|
|
|
809
|
Diversified Enterprises
Wilmington,
Delaware
|
$296K
|
+$66.6K
|
+505
|
+31%
|
|
|
810
|
Strategic Financial Services
Utica,
New York
|
$295K
|
-$29.2K
|
-221
|
-10%
|
|
|
811
|
Pzena Investment Management
New York
|
$293K
|
+$51.7K
|
+392
|
+23%
|
|
|
812
|
Evercore Wealth Management
New York
|
$290K
|
–
|
–
|
–
|
|
|
813
|
North Star Investment Management
Chicago,
Illinois
|
$290K
|
+$528
|
+4
|
+0.2%
|
|
|
814
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$290K
|
-$28.1K
|
-213
|
-9%
|
|
|
815
|
Principle Wealth Partners
Madison,
Connecticut
|
$287K
|
–
|
–
|
–
|
|
|
816
|
Fielder Capital Group
Nashville,
Tennessee
|
$287K
|
-$12.5K
|
-95
|
-4%
|
|
|
817
|
AlphaCore Capital
La Jolla,
California
|
$286K
|
+$273K
|
+2,067
|
New
|
|
|
818
|
Douglas Lane & Associates
New York
|
$286K
|
-$1.58K
|
-12
|
-0.6%
|
|
|
819
|
Longboard Asset Management
Phoenix,
Arizona
|
$286K
|
–
|
–
|
–
|
|
|
820
|
WealthBridge Capital Management
Westerville,
Ohio
|
$285K
|
+$14.5K
|
+110
|
+6%
|
|
|
821
|
Polymer Capital Management
New York
|
$284K
|
-$433K
|
-3,281
|
-61%
|
|
|
822
|
Jump Financial
Chicago,
Illinois
|
$283K
|
-$1.36M
|
-10,318
|
-83%
|
|
|
823
|
Mather Group
Chicago,
Illinois
|
$282K
|
+$16K
|
+121
|
+6%
|
|
|
824
|
Fidelis Capital Partners
Tampa,
Florida
|
$282K
|
+$660
|
+5
|
+0.2%
|
|
|
825
|
Sterling Investment Counsel
Buffalo,
New York
|
$281K
|
+$339K
|
+2,570
|
New
|
|
