|
576
|
Investment Partners Asset Management
Metuchen,
New Jersey
|
$244K
|
–
|
–
|
–
|
|
|
577
|
Heritage Family Offices
Scottsdale,
Arizona
|
$243K
|
-$187K
|
-2,532
|
-44%
|
|
|
578
|
Pacific Excel Wealth Advisors
Walnut Creek,
California
|
$243K
|
+$239K
|
+3,249
|
New
|
|
|
579
|
Neuberger Berman Group
New York
|
$241K
|
–
|
–
|
–
|
|
|
580
|
|
$240K
|
+$958
|
+13
|
+0.4%
|
|
|
581
|
Northwest Bancshares
Warren,
Pennsylvania
|
$238K
|
–
|
–
|
–
|
|
|
582
|
Diversified Trust
Memphis,
Tennessee
|
$238K
|
–
|
–
|
–
|
|
|
583
|
James J. Burns & Company
Melville,
New York
|
$237K
|
–
|
–
|
–
|
|
|
584
|
International Assets Investment Management
Orlando,
Florida
|
$237K
|
+$21.9K
|
+297
|
+10%
|
|
|
585
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$234K
|
–
|
–
|
–
|
|
|
586
|
CX Institutional
Auburn,
Indiana
|
$233K
|
-$22.1K
|
-300
|
-9%
|
|
|
587
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$232K
|
-$96.9K
|
-1,315
|
-30%
|
|
|
588
|
Detalus Advisors
St. Louis,
Missouri
|
$232K
|
–
|
–
|
–
|
|
|
589
|
Opus Financial Solutions
Downers Grove,
Illinois
|
$230K
|
–
|
–
|
–
|
|
|
590
|
Emergent Wealth Advisors
Williamsville,
New York
|
$230K
|
+$1.1K
|
+15
|
+0.5%
|
|
|
591
|
Schrum Private Wealth Management
St. Augustine,
Florida
|
$230K
|
+$27.6K
|
+374
|
+12%
|
|
|
592
|
Spinnaker Trust
Portland,
Maine
|
$228K
|
–
|
–
|
–
|
|
|
593
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$228K
|
-$15.3K
|
-208
|
-6%
|
|
|
594
|
Coldstream Capital Management
Bellevue,
Washington
|
$227K
|
-$282K
|
-3,829
|
-56%
|
|
|
595
|
Cary Street Partners
Richmond,
Virginia
|
$226K
|
+$74
|
+1
|
+0%
|
|
|
596
|
Meriwether Wealth & Planning
Minden,
Louisiana
|
$225K
|
-$4.93M
|
-66,920
|
-96%
|
|
|
597
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$225K
|
–
|
–
|
–
|
|
|
598
|
First Financial Bankshares
Abilene,
Texas
|
$223K
|
–
|
–
|
–
|
|
|
599
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$223K
|
+$219K
|
+2,973
|
New
|
|
|
600
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$219K
|
+$216K
|
+2,928
|
New
|
|
