|
526
|
Riverwater Partners
Milwaukee,
Wisconsin
|
$303K
|
–
|
–
|
–
|
|
|
527
|
Rothschild Investment LLC
Chicago,
Illinois
|
$301K
|
+$324K
|
+4,771
|
New
|
|
|
528
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$300K
|
+$10.5K
|
+155
|
+3%
|
|
|
529
|
Redpoint Investment Management
Sydney, NSW,
Australia
|
$299K
|
-$167K
|
-2,468
|
-34%
|
|
|
530
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$299K
|
+$320K
|
+4,717
|
New
|
|
|
531
|
Inlet Private Wealth
Jupiter,
Florida
|
$297K
|
–
|
–
|
–
|
|
|
532
|
Longfellow Investment Management
Boston,
Massachusetts
|
$297K
|
–
|
–
|
–
|
|
|
533
|
Delta Investment Management
San Francisco,
California
|
$293K
|
+$315K
|
+4,646
|
New
|
|
|
534
|
Williams Jones Wealth Management
New York
|
$290K
|
-$34.3K
|
-506
|
-10%
|
|
|
535
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$288K
|
–
|
–
|
–
|
|
|
536
|
Contravisory Investment Management
Norwell,
Massachusetts
|
$284K
|
+$306K
|
+4,508
|
New
|
|
|
537
|
Intercontinental Wealth Advisors
San Antonio,
Texas
|
$282K
|
+$3.8K
|
+56
|
+1%
|
|
|
538
|
TIAA FSB
Jacksonville,
Florida
|
$281K
|
-$27.3K
|
-402
|
-8%
|
|
|
539
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$281K
|
+$11K
|
+162
|
+4%
|
|
|
540
|
Credential Qtrade Securities
Vancouver,
|
$279K
|
-$7.59K
|
-112
|
-2%
|
|
|
541
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$277K
|
–
|
–
|
–
|
|
|
542
|
Pathstone Family Office
Englewood,
New Jersey
|
$276K
|
-$111K
|
-1,637
|
-28%
|
|
|
543
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$275K
|
-$203
|
-3
|
-0.1%
|
|
|
544
|
One Wealth Advisors
San Francisco,
California
|
$273K
|
-$18.6K
|
-274
|
-6%
|
|
|
545
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$273K
|
+$56.1K
|
+827
|
+24%
|
|
|
546
|
Principal Street Partners
Memphis,
Tennessee
|
$272K
|
+$7.53K
|
+111
|
+3%
|
|
|
547
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$271K
|
–
|
–
|
–
|
|
|
548
|
HeadInvest LLC
Portland,
Maine
|
$267K
|
+$3.73K
|
+55
|
+1%
|
|
|
549
|
Northwest Bancshares
Warren,
Pennsylvania
|
$265K
|
-$54K
|
-796
|
-16%
|
|
|
550
|
Chartwell Investment Partners
Berywn,
Pennsylvania
|
$262K
|
+$203
|
+3
|
+0.1%
|
|
