|
1351
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$405K
|
–
|
–
|
–
|
|
|
1352
|
Legacy Wealth Management (Mississippi)
Ridgeland,
Mississippi
|
$405K
|
–
|
–
|
–
|
|
|
1353
|
Tanager Wealth Management
Goring On Thames,
United Kingdom
|
$404K
|
+$453K
|
+2,992
|
New
|
|
|
1354
|
Jackson Wealth Management
Lake Mary,
Florida
|
$402K
|
+$451K
|
+2,982
|
New
|
|
|
1355
|
FirstPurpose Wealth
Orem,
Utah
|
$401K
|
-$36K
|
-238
|
-7%
|
|
|
1356
|
WMS Partners
Towson,
Maryland
|
$401K
|
+$1.82K
|
+12
|
+0.4%
|
|
|
1357
|
Members Trust
Tampa,
Florida
|
$401K
|
+$165K
|
+1,089
|
+58%
|
|
|
1358
|
ERn Financial LLC
Middleton,
Wisconsin
|
$399K
|
+$2.12K
|
+14
|
+0.5%
|
|
|
1359
|
Plancorp LLC
Saint Louis,
Missouri
|
$398K
|
+$11.8K
|
+78
|
+3%
|
|
|
1360
|
Blue Trust Inc
Alpharetta,
Georgia
|
$398K
|
+$58.4K
|
+386
|
+16%
|
|
|
1361
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$397K
|
–
|
–
|
–
|
|
|
1362
|
Sompo Asset Management
Tokyo,
Japan
|
$395K
|
-$527K
|
-3,480
|
-54%
|
|
|
1363
|
VeraBank
Henderson,
Texas
|
$395K
|
-$81K
|
-535
|
-15%
|
|
|
1364
|
Maryland Capital Management
Towson,
Maryland
|
$395K
|
-$2.57K
|
-17
|
-0.6%
|
|
|
1365
|
Cambridge Advisors
Omaha,
Nebraska
|
$393K
|
–
|
–
|
–
|
|
|
1366
|
Investment Partners
New Philadelphia,
Ohio
|
$393K
|
+$441K
|
+2,913
|
New
|
|
|
1367
|
Abbrea Capital
Greenbrae,
California
|
$391K
|
-$59.8K
|
-395
|
-12%
|
|
|
1368
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$390K
|
+$11.1K
|
+73
|
+3%
|
|
|
1369
|
Dupont Capital Management
Wilmington,
Delaware
|
$389K
|
-$809K
|
-5,348
|
-65%
|
|
|
1370
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$389K
|
-$57.4K
|
-379
|
-12%
|
|
|
1371
|
First Financial Bank - Trust Division
Hamilton,
Ohio
|
$389K
|
+$17K
|
+112
|
+4%
|
|
|
1372
|
Twin Lakes Capital Management
Redwood Shores,
California
|
$389K
|
+$436K
|
+2,881
|
New
|
|
|
1373
|
McIlrath & Eck
Arlington,
Washington
|
$385K
|
–
|
–
|
–
|
|
|
1374
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$384K
|
-$171K
|
-1,131
|
-28%
|
|
|
1375
|
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
$384K
|
-$908
|
-6
|
-0.2%
|
|
