|
801
|
Wellington Management Group
Boston,
Massachusetts
|
$663K
|
-$18.3M
|
-119,695
|
-97%
|
|
|
802
|
Charles Schwab
San Francisco,
California
|
$663K
|
–
|
–
|
–
|
|
|
803
|
Alpha Financial Advisors
Charlotte,
North Carolina
|
$662K
|
–
|
–
|
–
|
|
|
804
|
AFS Financial Group
Bethesda,
Maryland
|
$659K
|
–
|
–
|
–
|
|
|
805
|
Partners in Financial Planning
Salem,
Virginia
|
$655K
|
–
|
–
|
–
|
|
|
806
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$654K
|
+$48K
|
+314
|
+8%
|
|
|
807
|
NEIRG Wealth Management
North Andover,
Massachusetts
|
$647K
|
+$1.38K
|
+9
|
+0.2%
|
|
|
808
|
Hemington Wealth Management
Falls Church,
Virginia
|
$645K
|
–
|
–
|
–
|
|
|
809
|
HoyleCohen
San Diego,
California
|
$642K
|
–
|
–
|
–
|
|
|
810
|
TownSquare Capital
Provo,
Utah
|
$639K
|
+$84.4K
|
+552
|
+16%
|
|
|
811
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$639K
|
–
|
–
|
–
|
|
|
812
|
LWS Wealth Advisors
Basking Ridge,
New Jersey
|
$635K
|
+$46.9K
|
+307
|
+8%
|
|
|
813
|
SSI Investment Management
Los Angeles,
California
|
$634K
|
–
|
–
|
–
|
|
|
814
|
Occidental Asset Management
Burlingame,
California
|
$633K
|
–
|
–
|
–
|
|
|
815
|
Bosun Asset Management
Chicago,
Illinois
|
$631K
|
–
|
–
|
–
|
|
|
816
|
Independence Bank of Kentucky
Owensboro,
Kentucky
|
$630K
|
+$7.8K
|
+51
|
+1%
|
|
|
817
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$627K
|
+$153
|
+1
|
+0%
|
|
|
818
|
Robinson Value Management
San Antonio,
Texas
|
$627K
|
+$70.5K
|
+461
|
+13%
|
|
|
819
|
Custos Family Office
Austin,
Texas
|
$626K
|
+$606K
|
+3,964
|
New
|
|
|
820
|
Washington Trust Advisors
Wellesley,
Massachusetts
|
$620K
|
-$283K
|
-1,853
|
-32%
|
|
|
821
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$616K
|
–
|
–
|
–
|
|
|
822
|
Members Trust
Tampa,
Florida
|
$613K
|
+$593K
|
+3,881
|
New
|
|
|
823
|
Berger Financial Group
Plymouth,
Minnesota
|
$610K
|
–
|
–
|
–
|
|
|
824
|
Bordeaux Wealth Advisors
Menlo Park,
California
|
$610K
|
–
|
–
|
–
|
|
|
825
|
Empire Financial Management Company
New York
|
$606K
|
-$33.5K
|
-219
|
-5%
|
|
