|
826
|
Asset Dedication LLC
San Francisco,
California
|
$322K
|
–
|
–
|
–
|
|
|
827
|
L.J. Altfest & Co
New York
|
$322K
|
+$1.57K
|
+11
|
+0.5%
|
|
|
828
|
Silverhawk Asset Management
Scottsdale,
Arizona
|
$319K
|
–
|
–
|
–
|
|
|
829
|
First National Bank of South Miami
South Miami,
Florida
|
$317K
|
-$14.1K
|
-99
|
-4%
|
|
|
830
|
Boston Financial Management
Boston,
Massachusetts
|
$315K
|
–
|
–
|
–
|
|
|
831
|
Institute for Wealth Management
Denver,
Colorado
|
$315K
|
-$29.4K
|
-206
|
-9%
|
|
|
832
|
Cassady Schiller Wealth Management
Cincinnati,
Ohio
|
$314K
|
+$309K
|
+2,167
|
New
|
|
|
833
|
Y-Intercept (HK)
Hong Kong
|
$314K
|
+$309K
|
+2,163
|
New
|
|
|
834
|
Samalin Investment Counsel
Chappaqua,
New York
|
$308K
|
+$1.43K
|
+10
|
+0.5%
|
|
|
835
|
Colorado Capital Management
Boulder,
Colorado
|
$308K
|
–
|
–
|
–
|
|
|
836
|
SteelPeak Wealth
Woodland Hills,
California
|
$308K
|
-$80.1K
|
-561
|
-21%
|
|
|
837
|
GDS Wealth Management
Flower Mound,
Texas
|
$306K
|
-$6K
|
-42
|
-2%
|
|
|
838
|
Capital Investment Advisors
Atlanta,
Georgia
|
$306K
|
–
|
–
|
–
|
|
|
839
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$306K
|
–
|
–
|
–
|
|
|
840
|
Vaughan David Investments
Peoria,
Illinois
|
$304K
|
-$714
|
-5
|
-0.2%
|
|
|
841
|
Element Wealth
Ridgeland,
Mississippi
|
$304K
|
+$18.1K
|
+127
|
+6%
|
|
|
842
|
Sabal Trust
St. Petersburg,
Florida
|
$303K
|
–
|
–
|
–
|
|
|
843
|
Cornell Pochily Investment Advisors
Ithaca,
New York
|
$303K
|
+$2.14K
|
+15
|
+0.7%
|
|
|
844
|
Millennium Management
New York
|
$303K
|
-$565K
|
-3,958
|
-65%
|
|
|
845
|
Ballentine Partners
Waltham,
Massachusetts
|
$301K
|
-$991K
|
-6,945
|
-77%
|
|
|
846
|
Goodwin Investment Advisory
Woodstock,
Georgia
|
$300K
|
+$7.85K
|
+55
|
+3%
|
|
|
847
|
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
$300K
|
+$295K
|
+2,068
|
New
|
|
|
848
|
Leelyn Smith
Geneva,
Illinois
|
$300K
|
+$283K
|
+1,982
|
+2,360%
|
|
|
849
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$298K
|
+$293K
|
+2,053
|
New
|
|
|
850
|
Freestone Capital Holdings
Seattle,
Washington
|
$297K
|
+$19.3K
|
+135
|
+7%
|
|
