|
901
|
Baldwin Investment Management
West Conshohocken,
Pennsylvania
|
$318K
|
–
|
–
|
–
|
|
|
902
|
Westbourne Investment Advisors
Annapolis,
Maryland
|
$318K
|
–
|
–
|
–
|
|
|
903
|
Trivium Point Advisory
Westport,
Connecticut
|
$317K
|
-$8.73K
|
-25
|
-3%
|
|
|
904
|
Sumitomo Life Insurance
Tokyo,
Japan
|
$317K
|
+$3.49K
|
+10
|
+1%
|
|
|
905
|
BlackDiamond Wealth Management
New York
|
$316K
|
+$14K
|
+40
|
+4%
|
|
|
906
|
Simplicity Wealth
Summit,
New Jersey
|
$312K
|
-$450K
|
-1,289
|
-59%
|
|
|
907
|
Wallace Advisory Group
Lafayette,
California
|
$312K
|
-$251K
|
-718
|
-45%
|
|
|
908
|
Indivisible Partners
Clearwater,
Florida
|
$312K
|
+$309K
|
+885
|
New
|
|
|
909
|
Los Angeles Capital Management
Los Angeles,
California
|
$311K
|
-$13.3K
|
-38
|
-4%
|
|
|
910
|
Ehrenkranz Partners
New York
|
$311K
|
+$308K
|
+881
|
New
|
|
|
911
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$311K
|
-$47.1K
|
-135
|
-13%
|
|
|
912
|
Broadway Wealth Solutions
San Antonio,
Texas
|
$308K
|
+$9.78K
|
+28
|
+3%
|
|
|
913
|
Tanager Wealth Management
Goring On Thames,
United Kingdom
|
$307K
|
+$1.75K
|
+5
|
+0.6%
|
|
|
914
|
City National Bank of Florida
Miami,
Florida
|
$306K
|
+$11.2K
|
+32
|
+4%
|
|
|
915
|
Redwood Family Wealth
Addison,
Texas
|
$304K
|
+$300K
|
+860
|
New
|
|
|
916
|
Tranquility Partners
Brentwood,
Tennessee
|
$303K
|
+$300K
|
+860
|
New
|
|
|
917
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$303K
|
–
|
–
|
–
|
|
|
918
|
West Paces Advisors
Atlanta,
Georgia
|
$303K
|
–
|
–
|
–
|
|
|
919
|
Alta Advisers
London,
United Kingdom
|
$300K
|
-$55.9K
|
-160
|
-16%
|
|
|
920
|
Transcend Capital Advisors
Madison,
New Jersey
|
$299K
|
+$296K
|
+848
|
New
|
|
|
921
|
LWM Advisory Services
Plantation,
Florida
|
$299K
|
+$296K
|
+848
|
New
|
|
|
922
|
Abacus Planning Group
Columbia,
South Carolina
|
$299K
|
-$16.1K
|
-46
|
-5%
|
|
|
923
|
Custom Index Systems
New York
|
$292K
|
–
|
–
|
–
|
|
|
924
|
Main Street Research
Lakeville,
Connecticut
|
$290K
|
+$67.7K
|
+194
|
+31%
|
|
|
925
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$289K
|
+$29K
|
+83
|
+11%
|
|
