|
601
|
Neumann Capital Management
Foster City,
California
|
$368K
|
+$172
|
+3
|
+0%
|
|
|
602
|
Atria Investments
Charlotte,
North Carolina
|
$361K
|
-$1.16M
|
-20,259
|
-77%
|
|
|
603
|
Cadence Bank NA
Houston,
Texas
|
$361K
|
+$83.8K
|
+1,460
|
+32%
|
|
|
604
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$360K
|
-$15.4K
|
-268
|
-4%
|
|
|
605
|
Ironwood Financial
Tucson,
Arizona
|
$360K
|
+$172
|
+3
|
+0%
|
|
|
606
|
Adero Partners
Pleasanton,
California
|
$360K
|
+$347K
|
+6,036
|
New
|
|
|
607
|
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
$360K
|
+$347K
|
+6,036
|
New
|
|
|
608
|
E&G Advisors
Houston,
Texas
|
$358K
|
–
|
–
|
–
|
|
|
609
|
Trexquant Investment
Stamford,
Connecticut
|
$358K
|
+$345K
|
+6,003
|
New
|
|
|
610
|
Bison Wealth
Atlanta,
Georgia
|
$353K
|
-$32K
|
-558
|
-9%
|
|
|
611
|
MA Private Wealth
San Carlos,
California
|
$352K
|
-$128K
|
-2,222
|
-27%
|
|
|
612
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$352K
|
–
|
–
|
–
|
|
|
613
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$348K
|
+$8.04K
|
+140
|
+2%
|
|
|
614
|
Caldwell Trust
Venice,
Florida
|
$345K
|
+$332K
|
+5,788
|
New
|
|
|
615
|
CPWM LLC
Seattle,
Washington
|
$344K
|
+$574
|
+10
|
+0.2%
|
|
|
616
|
Charles Schwab
San Francisco,
California
|
$343K
|
+$330K
|
+5,750
|
New
|
|
|
617
|
Bollard Group
Boston,
Massachusetts
|
$342K
|
+$1.49K
|
+26
|
+0.5%
|
|
|
618
|
Essex Savings Bank
Essex,
Connecticut
|
$339K
|
-$55.7K
|
-970
|
-15%
|
|
|
619
|
Optimum Investment Advisors
Chicago,
Illinois
|
$336K
|
-$562K
|
-9,793
|
-63%
|
|
|
620
|
Jordan Park Group
San Francisco,
California
|
$336K
|
–
|
–
|
–
|
|
|
621
|
GW & Wade
Wellesley,
Massachusetts
|
$332K
|
+$11.8K
|
+205
|
+4%
|
|
|
622
|
BLB&B Advisors
Montgomeryville,
Pennsylvania
|
$331K
|
+$16.5K
|
+288
|
+5%
|
|
|
623
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$329K
|
–
|
–
|
–
|
|
|
624
|
Orrstown Financial Services
Harrisburg,
Pennsylvania
|
$329K
|
+$163K
|
+2,837
|
+110%
|
|
|
625
|
Vaughan David Investments
Peoria,
Illinois
|
$328K
|
–
|
–
|
–
|
|
