|
801
|
Kathleen S. Wright Associates
Pittsburgh,
Pennsylvania
|
$270K
|
+$101K
|
+300
|
+60%
|
|
|
802
|
Collective Family Office
York,
Pennsylvania
|
$267K
|
–
|
–
|
–
|
|
|
803
|
Fenimore Asset Management
Cobleskill,
New York
|
$266K
|
-$143K
|
-425
|
-35%
|
|
|
804
|
GSB Wealth Management
Guilford,
Connecticut
|
$266K
|
–
|
–
|
–
|
|
|
805
|
YorkBridge Wealth Partners
New York
|
$264K
|
–
|
–
|
–
|
|
|
806
|
Cozad Asset Management
Champaign,
Illinois
|
$263K
|
–
|
–
|
–
|
|
|
807
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$263K
|
+$6.73K
|
+20
|
+3%
|
|
|
808
|
LGT Fund Management
Vaduz,
Liechtenstein
|
$262K
|
–
|
–
|
–
|
|
|
809
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$262K
|
–
|
–
|
–
|
|
|
810
|
Birch Hill Investment Advisors
Boston,
Massachusetts
|
$260K
|
–
|
–
|
–
|
|
|
811
|
Atria Wealth Solutions
New York
|
$260K
|
+$260K
|
+772
|
New
|
|
|
812
|
Gateway Investment Advisers
Cincinnati,
Ohio
|
$259K
|
-$58.5K
|
-174
|
-18%
|
|
|
813
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$258K
|
–
|
–
|
–
|
|
|
814
|
WealthSource Partners
San Luis Obispo,
California
|
$257K
|
-$5.38K
|
-16
|
-2%
|
|
|
815
|
Simmons Bank
Pine Bluff,
Arkansas
|
$257K
|
-$1.01K
|
-3
|
-0.4%
|
|
|
816
|
Axiom Financial Strategies
New Albany,
Indiana
|
$255K
|
–
|
–
|
–
|
|
|
817
|
FourThought Financial
Venice,
Florida
|
$255K
|
–
|
–
|
–
|
|
|
818
|
KG&L Capital Management
Saint Francisville,
Louisiana
|
$253K
|
-$86.1K
|
-256
|
-25%
|
|
|
819
|
Avenir Corporation
Alexandria,
Virginia
|
$253K
|
-$45.7K
|
-136
|
-15%
|
|
|
820
|
Strategic Wealth Partners
Independence,
Ohio
|
$253K
|
+$252K
|
+749
|
New
|
|
|
821
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$251K
|
-$105K
|
-311
|
-30%
|
|
|
822
|
Sand Hill Global Advisors
Palo Alto,
California
|
$251K
|
-$19.8K
|
-59
|
-7%
|
|
|
823
|
Carson Advisory
Athens,
Georgia
|
$250K
|
–
|
–
|
–
|
|
|
824
|
McLean Asset Management
Tysons,
Virginia
|
$249K
|
+$4.04K
|
+12
|
+2%
|
|
|
825
|
Fort Point Capital Partners
San Francisco,
California
|
$246K
|
–
|
–
|
–
|
|
