|
1151
|
Cerity Partners OCIO
New York
|
$778K
|
-$23.3K
|
-114
|
-3%
|
|
|
1152
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$776K
|
-$294K
|
-1,443
|
-28%
|
|
|
1153
|
|
$776K
|
–
|
–
|
–
|
|
|
1154
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$774K
|
-$65.1M
|
-318,901
|
-99%
|
|
|
1155
|
Cooper/Haims Advisors
Victor,
New York
|
$774K
|
–
|
–
|
–
|
|
|
1156
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$773K
|
+$19.6K
|
+96
|
+3%
|
|
|
1157
|
CIM Investment Management
Pittsburgh,
Pennsylvania
|
$772K
|
-$73.8K
|
-362
|
-9%
|
|
|
1158
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$772K
|
-$70.4K
|
-345
|
-8%
|
|
|
1159
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$770K
|
-$6.12K
|
-30
|
-0.8%
|
|
|
1160
|
Thrive Wealth Management
Audubon,
Pennsylvania
|
$770K
|
+$98.7K
|
+484
|
+15%
|
|
|
1161
|
Baystate Wealth Management
Boston,
Massachusetts
|
$769K
|
+$1.43K
|
+7
|
+0.2%
|
|
|
1162
|
Plotkin Financial Advisors
Chevy Chase,
Maryland
|
$769K
|
-$64.1K
|
-314
|
-8%
|
|
|
1163
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$768K
|
+$763K
|
+3,741
|
New
|
|
|
1164
|
Charles Schwab Trust
Henderson,
Nevada
|
$765K
|
-$7.96K
|
-39
|
-1%
|
|
|
1165
|
United Bank (Virginia)
Vienna,
Virginia
|
$765K
|
–
|
–
|
–
|
|
|
1166
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$763K
|
-$208K
|
-1,021
|
-22%
|
|
|
1167
|
Highland Private Wealth Management
Bellevue,
Washington
|
$763K
|
-$1.63K
|
-8
|
-0.2%
|
|
|
1168
|
Wealth Architects
Mountain View,
California
|
$762K
|
-$5.51K
|
-27
|
-0.7%
|
|
|
1169
|
Bay Colony Advisors
Concord,
Massachusetts
|
$760K
|
+$110K
|
+538
|
+17%
|
|
|
1170
|
Donaldson Capital Management
Evansville,
Indiana
|
$759K
|
-$40.8K
|
-200
|
-5%
|
|
|
1171
|
Private Management Group
Irvine,
California
|
$756K
|
–
|
–
|
–
|
|
|
1172
|
Minot Wealth Management
Westwood,
Massachusetts
|
$753K
|
-$36.3K
|
-178
|
-5%
|
|
|
1173
|
Murphy Middleton Hinkle & Parker
Thomasville,
Georgia
|
$752K
|
+$408
|
+2
|
+0.1%
|
|
|
1174
|
Abbrea Capital
Greenbrae,
California
|
$748K
|
-$114K
|
-559
|
-13%
|
|
|
1175
|
Private Asset Management
San Diego,
California
|
$745K
|
+$5.71K
|
+28
|
+0.8%
|
|
