|
801
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$408K
|
+$401K
|
+2,900
|
New
|
|
|
802
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$406K
|
-$13.6M
|
-98,315
|
-97%
|
|
|
803
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$406K
|
-$55.6K
|
-402
|
-12%
|
|
|
804
|
Miller Investment Management
West Conshohocken,
Pennsylvania
|
$404K
|
-$79.6K
|
-575
|
-17%
|
|
|
805
|
Rockland Trust
Hanover,
Massachusetts
|
$404K
|
+$138
|
+1
|
+0%
|
|
|
806
|
Wedgewood Investors
Erie,
Pennsylvania
|
$403K
|
-$27.7K
|
-200
|
-7%
|
|
|
807
|
Edgestream Partners
Princeton,
New Jersey
|
$400K
|
+$74.9K
|
+541
|
+24%
|
|
|
808
|
Fort Pitt Capital Group
Pittsburgh,
Pennsylvania
|
$398K
|
–
|
–
|
–
|
|
|
809
|
Lazard Asset Management
New York
|
$397K
|
-$20.8K
|
-150
|
-5%
|
|
|
810
|
Pure Financial Advisors
San Diego,
California
|
$396K
|
-$3.46K
|
-25
|
-0.9%
|
|
|
811
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$395K
|
-$158K
|
-1,145
|
-29%
|
|
|
812
|
Darrell & King
Charlottesville,
Virginia
|
$395K
|
-$42.2K
|
-305
|
-10%
|
|
|
813
|
Check Capital Management
Costa Mesa,
California
|
$395K
|
+$388K
|
+2,800
|
New
|
|
|
814
|
Private Capital Management (Florida)
Naples,
Florida
|
$395K
|
+$388K
|
+2,800
|
New
|
|
|
815
|
Circle Wealth Management
Summit,
New Jersey
|
$394K
|
–
|
–
|
–
|
|
|
816
|
Aveo Capital Partners
Englewood,
Colorado
|
$392K
|
-$99K
|
-715
|
-20%
|
|
|
817
|
Homrich & Berg
Atlanta,
Georgia
|
$392K
|
-$1.52K
|
-11
|
-0.4%
|
|
|
818
|
Empirical Wealth Management
Seattle,
Washington
|
$391K
|
+$105K
|
+760
|
+38%
|
|
|
819
|
Winch Advisory Services
Appleton,
Wisconsin
|
$389K
|
-$48.6K
|
-351
|
-11%
|
|
|
820
|
Matrix Asset Advisors
White Plains,
New York
|
$384K
|
–
|
–
|
–
|
|
|
821
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$377K
|
–
|
–
|
–
|
|
|
822
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$373K
|
–
|
–
|
–
|
|
|
823
|
Abbot Financial Management
Andover,
Massachusetts
|
$370K
|
+$363K
|
+2,625
|
New
|
|
|
824
|
Formidable Asset Management
Cincinnati,
Ohio
|
$369K
|
+$12.7K
|
+92
|
+4%
|
|
|
825
|
IRON Financial
Northbrook,
Illinois
|
$368K
|
-$2.08K
|
-15
|
-0.6%
|
|
