|
501
|
North Star Asset Management
Neenah,
Wisconsin
|
$251K
|
–
|
–
|
–
|
|
|
502
|
Allred Capital Management
Dallas,
Texas
|
$251K
|
+$379
|
+2
|
+0.1%
|
|
|
503
|
Townsend Asset Management
Raleigh,
North Carolina
|
$251K
|
+$379
|
+2
|
+0.1%
|
|
|
504
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$250K
|
–
|
–
|
–
|
|
|
505
|
Modera Wealth Management
Westwood,
New Jersey
|
$248K
|
+$189
|
+1
|
+0.1%
|
|
|
506
|
Lake Street Private Wealth
Chicago,
Illinois
|
$247K
|
–
|
–
|
–
|
|
|
507
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$245K
|
-$43.5K
|
-230
|
-14%
|
|
|
508
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$243K
|
+$39K
|
+206
|
+17%
|
|
|
509
|
Clear Perspectives Financial Planning
Cincinnati,
Ohio
|
$242K
|
-$24.6K
|
-130
|
-8%
|
|
|
510
|
Krilogy Financial
St. Louis,
Missouri
|
$240K
|
+$1.7K
|
+9
|
+0.6%
|
|
|
511
|
R.M. Davis Inc
Portland,
Maine
|
$239K
|
-$91.2K
|
-482
|
-26%
|
|
|
512
|
Castle Wealth Management
West Palm Beach,
Florida
|
$237K
|
-$37.3K
|
-197
|
-12%
|
|
|
513
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$237K
|
–
|
–
|
–
|
|
|
514
|
Washington Trust Bank
Spokane,
Washington
|
$236K
|
–
|
–
|
–
|
|
|
515
|
Everett Harris & Co
Los Angeles,
California
|
$235K
|
+$261K
|
+1,379
|
New
|
|
|
516
|
Wells Financial Advisors
Framingham,
Massachusetts
|
$231K
|
-$2.84K
|
-15
|
-1%
|
|
|
517
|
TD Private Client Wealth
New York
|
$231K
|
-$6.25K
|
-33
|
-2%
|
|
|
518
|
Parkside Advisors
Berkeley,
California
|
$230K
|
–
|
–
|
–
|
|
|
519
|
Asset Dedication LLC
San Francisco,
California
|
$230K
|
+$256K
|
+1,351
|
New
|
|
|
520
|
Keeler Thomas Management
Orem,
Utah
|
$229K
|
-$1.59M
|
-8,401
|
-82%
|
|
|
521
|
Pinion Investment Advisors
Wichita,
Kansas
|
$225K
|
+$4.35K
|
+23
|
+2%
|
|
|
522
|
Carmichael Hill & Associates
Gaithersburg,
Maryland
|
$223K
|
+$946
|
+5
|
+0.4%
|
|
|
523
|
Cerity Partners OCIO
New York
|
$222K
|
–
|
–
|
–
|
|
|
524
|
Arete Wealth Advisors
Chicago,
Illinois
|
$221K
|
-$9.98M
|
-52,749
|
-98%
|
|
|
525
|
HSBC Holdings
London,
United Kingdom
|
$221K
|
+$28.8K
|
+152
|
+13%
|
|
