|
1201
|
Fort Point Capital Partners
San Francisco,
California
|
$220K
|
–
|
–
|
–
|
|
|
1202
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$220K
|
–
|
–
|
–
|
|
|
1203
|
Solstein Capital
Menlo Park,
California
|
$218K
|
–
|
–
|
–
|
|
|
1204
|
Stock Yards Bank & Trust
Louisville,
Kentucky
|
$217K
|
+$5.65K
|
+132
|
+3%
|
|
|
1205
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$217K
|
+$217K
|
+5,070
|
New
|
|
|
1206
|
Sowa Financial Group
Lincoln,
Rhode Island
|
$215K
|
–
|
–
|
–
|
|
|
1207
|
KWB Wealth
Redlands,
California
|
$212K
|
-$97K
|
-2,268
|
-31%
|
|
|
1208
|
Riversedge Advisors
Wilmington,
Delaware
|
$212K
|
+$257
|
+6
|
+0.1%
|
|
|
1209
|
Baldwin Investment Management
West Conshohocken,
Pennsylvania
|
$211K
|
–
|
–
|
–
|
|
|
1210
|
Schiavi & Co
Wilmington,
Delaware
|
$211K
|
+$770
|
+18
|
+0.4%
|
|
|
1211
|
Venturi Wealth Management
Austin,
Texas
|
$211K
|
+$210K
|
+4,920
|
New
|
|
|
1212
|
Atlas Private Wealth Management
Albany,
New York
|
$209K
|
-$21K
|
-492
|
-9%
|
|
|
1213
|
Patten Group
Chattanooga,
Tennessee
|
$207K
|
–
|
–
|
–
|
|
|
1214
|
Wealthfront Advisers
Palo Alto,
California
|
$207K
|
+$207K
|
+4,830
|
New
|
|
|
1215
|
WP Advisors
San Francisco,
California
|
$206K
|
-$497K
|
-11,610
|
-71%
|
|
|
1216
|
Mairs & Power Inc
St Paul,
Minnesota
|
$206K
|
–
|
–
|
–
|
|
|
1217
|
Tru Independence Asset Management 2
Portland,
Oregon
|
$206K
|
–
|
–
|
–
|
|
|
1218
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$205K
|
–
|
–
|
–
|
|
|
1219
|
Waypoint Wealth Partners
Mill Valley,
California
|
$205K
|
+$205K
|
+4,782
|
New
|
|
|
1220
|
Bradley Foster & Sargent
Hartford,
Connecticut
|
$205K
|
+$205K
|
+4,794
|
New
|
|
|
1221
|
Poehling Capital Management
Madison,
Wisconsin
|
$204K
|
+$204K
|
+4,770
|
New
|
|
|
1222
|
Checchi Capital Advisers
Beverly Hills,
California
|
$203K
|
-$912K
|
-21,306
|
-82%
|
|
|
1223
|
Sonata Capital Group
Seattle,
Washington
|
$203K
|
-$5.9K
|
-138
|
-3%
|
|
|
1224
|
Halpern Financial
Ashburn,
Virginia
|
$202K
|
-$47K
|
-1,098
|
-19%
|
|
|
1225
|
SteelPeak Wealth
Woodland Hills,
California
|
$201K
|
-$75K
|
-1,752
|
-27%
|
|
