|
1301
|
Pine Harbor Wealth Management
Silver Spring,
Maryland
|
$312K
|
+$313K
|
+1,139
|
New
|
|
|
1302
|
Collective Family Office
York,
Pennsylvania
|
$311K
|
-$7.97K
|
-29
|
-2%
|
|
|
1303
|
Meridian Wealth Management
Lexington,
Kentucky
|
$311K
|
-$301K
|
-1,095
|
-49%
|
|
|
1304
|
|
$311K
|
-$275
|
-1
|
-0.1%
|
|
|
1305
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$309K
|
+$32.4K
|
+118
|
+12%
|
|
|
1306
|
Successful Portfolios
Clearwater,
Florida
|
$308K
|
–
|
–
|
–
|
|
|
1307
|
Marcum Wealth
Cleveland,
Ohio
|
$308K
|
+$14.6K
|
+53
|
+5%
|
|
|
1308
|
1620 Investment Advisors
Plymouth,
Massachusetts
|
$308K
|
–
|
–
|
–
|
|
|
1309
|
Los Angeles Capital Management
Los Angeles,
California
|
$308K
|
–
|
–
|
–
|
|
|
1310
|
Peak Planning Group
Centennial,
Colorado
|
$307K
|
-$24.5K
|
-89
|
-7%
|
|
|
1311
|
Atlas Private Wealth Management
Albany,
New York
|
$307K
|
–
|
–
|
–
|
|
|
1312
|
Aigen Investment Management
New York
|
$306K
|
-$248K
|
-901
|
-45%
|
|
|
1313
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$305K
|
-$3.78M
|
-13,748
|
-93%
|
|
|
1314
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$303K
|
+$72.6K
|
+264
|
+31%
|
|
|
1315
|
Wealthspire Advisors (New York)
New York
|
$302K
|
+$44.3K
|
+161
|
+17%
|
|
|
1316
|
|
$301K
|
–
|
–
|
–
|
|
|
1317
|
Dumont & Blake Investment Advisors
Princeton,
New Jersey
|
$301K
|
–
|
–
|
–
|
|
|
1318
|
NWAM LLC
Mercer Island,
Washington
|
$301K
|
-$11K
|
-40
|
-4%
|
|
|
1319
|
Grove Bank & Trust
Miami,
Florida
|
$300K
|
-$7.15K
|
-26
|
-2%
|
|
|
1320
|
Midland Wealth Advisors
Effingham,
Illinois
|
$300K
|
+$301K
|
+1,095
|
New
|
|
|
1321
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$297K
|
-$1.1K
|
-4
|
-0.4%
|
|
|
1322
|
FSB Premier Wealth Management
Waterloo,
Iowa
|
$294K
|
+$34.4K
|
+125
|
+13%
|
|
|
1323
|
InceptionR
Lafayette,
California
|
$294K
|
+$52.8K
|
+192
|
+22%
|
|
|
1324
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$294K
|
-$12.4M
|
-45,000
|
-98%
|
|
|
1325
|
Welch Group
Birmingham,
Alabama
|
$292K
|
+$13.2K
|
+48
|
+5%
|
|
