|
1051
|
West Oak Capital
Westlake Village,
California
|
$380K
|
–
|
–
|
–
|
|
|
1052
|
Perigon Wealth Management
San Francisco,
California
|
$379K
|
-$249K
|
-1,014
|
-39%
|
|
|
1053
|
Stockman Wealth Management
Billings,
Montana
|
$379K
|
–
|
–
|
–
|
|
|
1054
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$378K
|
-$116K
|
-472
|
-23%
|
|
|
1055
|
Mizuho Securities USA
New York
|
$378K
|
+$9.07K
|
+37
|
+2%
|
|
|
1056
|
WBH Advisory
Baltimore,
Maryland
|
$377K
|
–
|
–
|
–
|
|
|
1057
|
Choate Investment Advisors
Boston,
Massachusetts
|
$374K
|
-$1.23K
|
-5
|
-0.3%
|
|
|
1058
|
Mirabella Financial Services
London,
United Kingdom
|
$374K
|
+$382K
|
+1,557
|
New
|
|
|
1059
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$373K
|
+$22.1K
|
+90
|
+6%
|
|
|
1060
|
Little House Capital
Braintree,
Massachusetts
|
$373K
|
+$381K
|
+1,555
|
New
|
|
|
1061
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$371K
|
-$29.2K
|
-119
|
-7%
|
|
|
1062
|
9258 Wealth Management
Blue Ash,
Ohio
|
$370K
|
+$8.34K
|
+34
|
+2%
|
|
|
1063
|
|
$370K
|
+$51.5K
|
+210
|
+16%
|
|
|
1064
|
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
$369K
|
-$1.1M
|
-4,499
|
-75%
|
|
|
1065
|
Wealth Management Partners
Tucson,
Arizona
|
$369K
|
–
|
–
|
–
|
|
|
1066
|
Mission Wealth Management
Santa Barbara,
California
|
$369K
|
+$7.6K
|
+31
|
+2%
|
|
|
1067
|
Latitude Advisors
Vero Beach,
Florida
|
$366K
|
+$374K
|
+1,526
|
New
|
|
|
1068
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$365K
|
+$1.72K
|
+7
|
+0.5%
|
|
|
1069
|
HYA Advisors
Springfield,
Missouri
|
$364K
|
–
|
–
|
–
|
|
|
1070
|
Procyon Advisors
Shelton,
Connecticut
|
$363K
|
+$51K
|
+208
|
+16%
|
|
|
1071
|
Riverview Trust Company
Vancouver,
Washington
|
$361K
|
–
|
–
|
–
|
|
|
1072
|
The Family Firm
Bethesda,
Maryland
|
$360K
|
+$2.21K
|
+9
|
+0.6%
|
|
|
1073
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$360K
|
+$368K
|
+1,501
|
New
|
|
|
1074
|
S.A. Mason
Holland,
Michigan
|
$358K
|
-$1.47K
|
-6
|
-0.4%
|
|
|
1075
|
Cable Hill Partners
Portland,
Oregon
|
$356K
|
-$15.7K
|
-64
|
-4%
|
|
