|
601
|
Jacobs & Co
San Francisco,
California
|
$269K
|
–
|
–
|
–
|
|
|
602
|
Gofen & Glossberg
Chicago,
Illinois
|
$266K
|
–
|
–
|
–
|
|
|
603
|
Grove Bank & Trust
Miami,
Florida
|
$265K
|
–
|
–
|
–
|
|
|
604
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$263K
|
+$274K
|
+1,257
|
New
|
|
|
605
|
Schonfeld Strategic Advisors
New York
|
$262K
|
-$5.61M
|
-25,746
|
-95%
|
|
|
606
|
Conning Inc
Hartford,
Connecticut
|
$261K
|
-$3.92K
|
-18
|
-1%
|
|
|
607
|
Wellington Shields & Co
New York
|
$260K
|
-$2.83K
|
-13
|
-1%
|
|
|
608
|
Evoke Wealth
Los Angeles,
California
|
$259K
|
+$1.09K
|
+5
|
+0.4%
|
|
|
609
|
Athena Investment Management
Orinda,
California
|
$258K
|
–
|
–
|
–
|
|
|
610
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$257K
|
–
|
–
|
–
|
|
|
611
|
IMPACTfolio
Denver,
Colorado
|
$256K
|
-$10.7K
|
-49
|
-4%
|
|
|
612
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$256K
|
+$266K
|
+1,219
|
New
|
|
|
613
|
Fiduciary Trust
Boston,
Massachusetts
|
$254K
|
+$264K
|
+1,213
|
New
|
|
|
614
|
Fisher Asset Management
Camas,
Washington
|
$252K
|
-$440K
|
-2,020
|
-63%
|
|
|
615
|
Ballentine Partners
Waltham,
Massachusetts
|
$251K
|
-$8.5K
|
-39
|
-3%
|
|
|
616
|
Gilbert & Cook
West Des Moines,
Iowa
|
$251K
|
+$21.6K
|
+99
|
+9%
|
|
|
617
|
Strategic Investment Advisors
Farmington Hills,
Michigan
|
$251K
|
+$261K
|
+1,199
|
New
|
|
|
618
|
EP Wealth Advisors
Torrance,
California
|
$250K
|
-$6.76K
|
-31
|
-3%
|
|
|
619
|
Thomas White International
Chicago,
Illinois
|
$250K
|
–
|
–
|
–
|
|
|
620
|
Avidian Wealth Enterprises
Houston,
Texas
|
$250K
|
+$872
|
+4
|
+0.3%
|
|
|
621
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$249K
|
+$654
|
+3
|
+0.3%
|
|
|
622
|
Koshinski Asset Management
Decatur,
Illinois
|
$249K
|
+$19.6K
|
+90
|
+8%
|
|
|
623
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$248K
|
+$258K
|
+1,184
|
New
|
|
|
624
|
Integrated Advisors Network
Dallas,
Texas
|
$246K
|
+$7.41K
|
+34
|
+3%
|
|
|
625
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$242K
|
-$436
|
-2
|
-0.2%
|
|
