|
1001
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$233K
|
-$56.5K
|
-17
|
-19%
|
|
|
1002
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$230K
|
+$66.5K
|
+20
|
+38%
|
|
|
1003
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$230K
|
-$3.4M
|
-1,023
|
-93%
|
|
|
1004
|
Fidelity International
Hamilton,
Bermuda
|
$230K
|
-$605K
|
-182
|
-72%
|
|
|
1005
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$230K
|
-$3.32K
|
-1
|
-1%
|
|
|
1006
|
Arrowroot Family Office
Marina Del Rey,
California
|
$230K
|
+$33.2K
|
+10
|
+16%
|
|
|
1007
|
Daymark Wealth Partners
Cincinnati,
Ohio
|
$230K
|
+$239K
|
+72
|
New
|
|
|
1008
|
Claret Asset Management
Montreal,
Quebec, Canada
|
$230K
|
+$13.3K
|
+4
|
+6%
|
|
|
1009
|
Successful Portfolios
Clearwater,
Florida
|
$228K
|
–
|
–
|
–
|
|
|
1010
|
|
$227K
|
+$3.32K
|
+1
|
+1%
|
|
|
1011
|
HUB Investment Partners
Austin,
Texas
|
$224K
|
-$29.9K
|
-9
|
-11%
|
|
|
1012
|
D'Orazio & Associates
Falls Church,
Virginia
|
$224K
|
-$6.64K
|
-2
|
-3%
|
|
|
1013
|
Crux Wealth Advisors
Long Beach,
California
|
$224K
|
–
|
–
|
–
|
|
|
1014
|
Financial Designs
Claremont,
California
|
$224K
|
–
|
–
|
–
|
|
|
1015
|
Foundation Wealth Management (Missouri)
Clayton,
Missouri
|
$224K
|
–
|
–
|
–
|
|
|
1016
|
L. Roy Papp & Associates
Phoenix,
Arizona
|
$224K
|
–
|
–
|
–
|
|
|
1017
|
McGowan Group Asset Management
Dallas,
Texas
|
$224K
|
–
|
–
|
–
|
|
|
1018
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
$224K
|
–
|
–
|
–
|
|
|
1019
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$224K
|
+$19.9K
|
+6
|
+9%
|
|
|
1020
|
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
|
$224K
|
+$33.2K
|
+10
|
+17%
|
|
|
1021
|
AlphaCore Capital
La Jolla,
California
|
$224K
|
+$183K
|
+55
|
+367%
|
|
|
1022
|
TIAA Wealth Investment Management
New York
|
$223K
|
-$33.2K
|
-10
|
-13%
|
|
|
1023
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$221K
|
-$33.2K
|
-10
|
-13%
|
|
|
1024
|
Aprio Wealth Management
Atlanta,
Georgia
|
$221K
|
-$16.6K
|
-5
|
-7%
|
|
|
1025
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$221K
|
–
|
–
|
–
|
|
