|
1301
|
Summit Wealth Partners
Orlando,
Florida
|
$333K
|
–
|
–
|
–
|
|
|
1302
|
49 Wealth Management
Austin,
Texas
|
$333K
|
+$645
|
+10
|
+0.2%
|
|
|
1303
|
Asset Dedication LLC
San Francisco,
California
|
$333K
|
-$61.1K
|
-947
|
-15%
|
|
|
1304
|
James J. Burns & Company
Melville,
New York
|
$332K
|
–
|
–
|
–
|
|
|
1305
|
Cladis Investment Advisory
Billings,
Montana
|
$331K
|
–
|
–
|
–
|
|
|
1306
|
Smith, Moore & Co
Clayton,
Missouri
|
$331K
|
-$387
|
-6
|
-0.1%
|
|
|
1307
|
Ellenbecker Investment Group
Waukesha,
Wisconsin
|
$329K
|
-$4.51K
|
-70
|
-1%
|
|
|
1308
|
Ransom Advisory
Providence,
Rhode Island
|
$328K
|
-$35.5K
|
-550
|
-9%
|
|
|
1309
|
Tradewinds LLC
Raleigh,
North Carolina
|
$328K
|
+$339K
|
+5,253
|
New
|
|
|
1310
|
Empirical Wealth Management
Seattle,
Washington
|
$328K
|
-$121K
|
-1,871
|
-26%
|
|
|
1311
|
NBC Securities
Birmingham,
Alabama
|
$327K
|
-$276K
|
-4,283
|
-45%
|
|
|
1312
|
Summitry LLC
Foster City,
California
|
$326K
|
+$77.9K
|
+1,208
|
+30%
|
|
|
1313
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$325K
|
+$16.9K
|
+262
|
+5%
|
|
|
1314
|
Waterloo Capital
Austin,
Texas
|
$324K
|
-$39.5K
|
-613
|
-11%
|
|
|
1315
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$323K
|
+$967
|
+15
|
+0.3%
|
|
|
1316
|
Bridgewater Advisors
New York
|
$323K
|
-$75.8K
|
-1,175
|
-17%
|
|
|
1317
|
One Capital Management
Westlake Village,
California
|
$321K
|
+$36.6K
|
+567
|
+12%
|
|
|
1318
|
PMG Wealth Management
Hawthorn Woods,
Illinois
|
$321K
|
–
|
–
|
–
|
|
|
1319
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$321K
|
-$11.9K
|
-185
|
-3%
|
|
|
1320
|
Weaver Capital Management
Suwanee,
Georgia
|
$319K
|
-$654K
|
-10,142
|
-67%
|
|
|
1321
|
Man Group
London,
United Kingdom
|
$319K
|
-$597K
|
-9,263
|
-64%
|
|
|
1322
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
$319K
|
+$296K
|
+4,590
|
New
|
|
|
1323
|
Evermay Wealth Management
Arlington,
Virginia
|
$318K
|
-$14.2K
|
-220
|
-4%
|
|
|
1324
|
Cascade Financial Partners
San Diego,
California
|
$317K
|
-$9.68K
|
-150
|
-3%
|
|
|
1325
|
Citadel Investment Advisory
Chesterland,
Ohio
|
$317K
|
–
|
–
|
–
|
|
