|
801
|
Cozad Asset Management
Champaign,
Illinois
|
$310K
|
–
|
–
|
–
|
|
|
802
|
Financial Management Network
Mission Viejo,
California
|
$310K
|
–
|
–
|
–
|
|
|
803
|
GW & Wade
Wellesley,
Massachusetts
|
$310K
|
+$36.4K
|
+283
|
+14%
|
|
|
804
|
|
$308K
|
+$65.1K
|
+506
|
+28%
|
|
|
805
|
Carroll Investors
Mt Pleasant,
South Carolina
|
$307K
|
–
|
–
|
–
|
|
|
806
|
Gradient Capital Advisors
San Diego,
California
|
$307K
|
–
|
–
|
–
|
|
|
807
|
Welch & Forbes
Boston,
Massachusetts
|
$306K
|
+$1.54K
|
+12
|
+0.5%
|
|
|
808
|
Arrowroot Family Office
Marina Del Rey,
California
|
$305K
|
+$297K
|
+2,308
|
New
|
|
|
809
|
US Asset Management LLC
Pittsburgh,
Pennsylvania
|
$304K
|
–
|
–
|
–
|
|
|
810
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$303K
|
+$38.6K
|
+300
|
+15%
|
|
|
811
|
Benedict Financial Advisors
Atlanta,
Georgia
|
$301K
|
+$515
|
+4
|
+0.2%
|
|
|
812
|
WealthTrust Axiom
Wayne,
Pennsylvania
|
$301K
|
–
|
–
|
–
|
|
|
813
|
Destination Wealth Management
Walnut Creek,
California
|
$301K
|
-$2.44K
|
-19
|
-0.8%
|
|
|
814
|
Palumbo Wealth Management
Great Neck,
New York
|
$301K
|
-$4.89K
|
-38
|
-2%
|
|
|
815
|
Black Diamond Financial
Towson,
Maryland
|
$300K
|
–
|
–
|
–
|
|
|
816
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$300K
|
+$28.8K
|
+224
|
+11%
|
|
|
817
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$300K
|
+$31.4K
|
+244
|
+12%
|
|
|
818
|
Parallax Volatility Advisers
San Francisco,
California
|
$298K
|
+$291K
|
+2,259
|
New
|
|
|
819
|
Hendershot Investments
Centreville,
Virginia
|
$298K
|
-$89.4K
|
-695
|
-24%
|
|
|
820
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$296K
|
+$10.9K
|
+85
|
+4%
|
|
|
821
|
Windsor Wealth Management
Indianapolis,
Indiana
|
$296K
|
-$9.27K
|
-72
|
-3%
|
|
|
822
|
IFG Advisory
Atlanta,
Georgia
|
$295K
|
+$643
|
+5
|
+0.2%
|
|
|
823
|
JGP Wealth Management
Bend,
Oregon
|
$294K
|
+$5.15K
|
+40
|
+2%
|
|
|
824
|
Patton Albertson Miller Group
Chattanooga,
Tennessee
|
$293K
|
-$4.38K
|
-34
|
-2%
|
|
|
825
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$293K
|
+$13.5K
|
+105
|
+5%
|
|
