|
401
|
Benchmark Wealth Management
Old Lyme,
Connecticut
|
$6.56M
|
–
|
–
|
–
|
|
|
402
|
Channel Wealth
Santa Barbara,
California
|
$6.56M
|
–
|
–
|
–
|
|
|
403
|
Clune & Associates
Chicago,
Illinois
|
$6.56M
|
–
|
–
|
–
|
|
|
404
|
Fort Point Capital Partners
San Francisco,
California
|
$6.56M
|
–
|
–
|
–
|
|
|
405
|
Gotham Asset Management
New York
|
$6.56M
|
–
|
–
|
–
|
|
|
406
|
Insigneo Advisory Services
Miami,
Florida
|
$6.56M
|
–
|
–
|
–
|
|
|
407
|
Manchester Capital Management
Manchester,
Vermont
|
$6.56M
|
–
|
–
|
–
|
|
|
408
|
Mogy Joel R Investment Counsel
Beverly Hills,
California
|
$6.56M
|
–
|
–
|
–
|
|
|
409
|
Savant Capital
Rockford,
Illinois
|
$6.56M
|
–
|
–
|
–
|
|
|
410
|
SCS Capital Management
Boston,
Massachusetts
|
$6.56M
|
–
|
–
|
–
|
|
|
411
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$6.56M
|
–
|
–
|
–
|
|
|
412
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$6.56M
|
–
|
–
|
–
|
|
|
413
|
Weil Company
San Diego,
California
|
$6.56M
|
–
|
–
|
–
|
|
|
414
|
World Investment Advisors
Santa Barbara,
California
|
$6.56M
|
–
|
–
|
–
|
|
|
415
|
Absolute Capital Management
Pittsburgh,
Pennsylvania
|
$6.56M
|
+$762K
|
+1
|
+13%
|
|
|
416
|
Steward Partners Investment Advisory
New York
|
$6.56M
|
+$762K
|
+1
|
+13%
|
|
|
417
|
Chevy Chase Trust
Bethesda,
Maryland
|
$6.56M
|
+$3.05M
|
+4
|
+80%
|
|
|
418
|
Point72 Asset Management
Stamford,
Connecticut
|
$6.56M
|
+$6.86M
|
+9
|
New
|
|
|
419
|
Summit Trail Advisors
New York
|
$6.56M
|
+$6.86M
|
+9
|
New
|
|
|
420
|
JTC Employer Solutions Trustee
St Helier,
Jersey
|
$6.56M
|
–
|
–
|
–
|
|
|
421
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$5.83M
|
-$762K
|
-1
|
-11%
|
|
|
422
|
1900 Wealth Management
San Antonio,
Texas
|
$5.83M
|
–
|
–
|
–
|
|
|
423
|
Aspiriant LLC
Los Angeles,
California
|
$5.83M
|
–
|
–
|
–
|
|
|
424
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$5.83M
|
–
|
–
|
–
|
|
|
425
|
Barclays
London,
United Kingdom
|
$5.83M
|
–
|
–
|
–
|
|
