|
1351
|
Capital Advantage
Walnut Creek,
California
|
$869K
|
-$150K
|
-499
|
-14%
|
|
|
1352
|
Baldwin Investment Management
West Conshohocken,
Pennsylvania
|
$868K
|
–
|
–
|
–
|
|
|
1353
|
Convergence Investment Partners
Palm Beach Gardens,
Florida
|
$868K
|
+$890K
|
+2,957
|
New
|
|
|
1354
|
HF Advisory Group
Annapolis,
Maryland
|
$866K
|
+$4.21K
|
+14
|
+0.5%
|
|
|
1355
|
Blue Fin Capital
Warren,
Rhode Island
|
$864K
|
-$20.2K
|
-67
|
-2%
|
|
|
1356
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$859K
|
–
|
–
|
–
|
|
|
1357
|
AlphaCore Capital
La Jolla,
California
|
$857K
|
+$133K
|
+443
|
+18%
|
|
|
1358
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$854K
|
-$4.21K
|
-14
|
-0.5%
|
|
|
1359
|
Drake & Associates
Waukesha,
Wisconsin
|
$854K
|
+$374K
|
+1,243
|
+61%
|
|
|
1360
|
Alpha Family Trust
Los Angeles,
California
|
$854K
|
–
|
–
|
–
|
|
|
1361
|
Fidelity D&D Bancorp
Dunmore,
Pennsylvania
|
$851K
|
–
|
–
|
–
|
|
|
1362
|
Clark & Stuart Inc
Portland,
Maine
|
$848K
|
–
|
–
|
–
|
|
|
1363
|
De Burlo Group
Boston,
Massachusetts
|
$848K
|
–
|
–
|
–
|
|
|
1364
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$844K
|
-$8.13K
|
-27
|
-0.9%
|
|
|
1365
|
West Paces Advisors
Atlanta,
Georgia
|
$842K
|
–
|
–
|
–
|
|
|
1366
|
Romano Brothers & Co
Evanston,
Illinois
|
$842K
|
-$3.31K
|
-11
|
-0.4%
|
|
|
1367
|
Wayfinding Financial
Lynnwood,
Washington
|
$840K
|
-$602
|
-2
|
-0.1%
|
|
|
1368
|
LGT Group Foundation
Vaduz,
Liechtenstein
|
$838K
|
+$84.9K
|
+282
|
+11%
|
|
|
1369
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$836K
|
-$42.1K
|
-140
|
-5%
|
|
|
1370
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$835K
|
-$7.52K
|
-25
|
-0.9%
|
|
|
1371
|
Burton Enright Welch
Walnut Creek,
California
|
$831K
|
+$5.72K
|
+19
|
+0.7%
|
|
|
1372
|
Evermay Wealth Management
Arlington,
Virginia
|
$827K
|
+$1.81K
|
+6
|
+0.2%
|
|
|
1373
|
Sompo Asset Management
Tokyo,
Japan
|
$825K
|
-$120K
|
-400
|
-12%
|
|
|
1374
|
Parallax Volatility Advisers
San Francisco,
California
|
$822K
|
+$768K
|
+2,552
|
+1,021%
|
|
|
1375
|
Summit Wealth Partners
Orlando,
Florida
|
$814K
|
–
|
–
|
–
|
|
