|
376
|
Action Point Financial Planning
Grand Rapids,
Michigan
|
$409
|
+$413
|
+14
|
New
|
|
|
377
|
Evermay Wealth Management
Arlington,
Virginia
|
$315
|
+$295
|
+10
|
New
|
|
|
378
|
Harbour Investments
Madison,
Wisconsin
|
$314
|
-$384
|
-13
|
-57%
|
|
|
379
|
Davis Capital Management
Jacksonville,
Florida
|
$283
|
+$266
|
+9
|
New
|
|
|
380
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
$189
|
–
|
–
|
–
|
|
|
381
|
TFC Financial Management
Boston,
Massachusetts
|
$189
|
–
|
–
|
–
|
|
|
382
|
SJS Investment Consulting
Sylvania,
Ohio
|
$189
|
+$118
|
+4
|
+200%
|
|
|
383
|
JPL Wealth Management
Highlands Ranch,
Colorado
|
$158
|
–
|
–
|
–
|
|
|
384
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
$157
|
–
|
–
|
–
|
|
|
385
|
James T. Borello RIA
East Dundee,
Illinois
|
$126
|
–
|
–
|
–
|
|
|
386
|
HFM Investment Advisors
Glassboro,
New Jersey
|
$126
|
+$118
|
+4
|
New
|
|
|
387
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$95
|
+$89
|
+3
|
New
|
|
|
388
|
Zions Bancorporation, National Association
Salt Lake City,
Utah
|
$94
|
+$89
|
+3
|
New
|
|
|
389
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$63
|
–
|
–
|
–
|
|
|
390
|
LRI Investments
Palm Beach Gardens,
Florida
|
$63
|
+$59
|
+2
|
New
|
|
|
391
|
Crewe Advisors
Salt Lake City,
Utah
|
$32
|
–
|
–
|
–
|
|
|
392
|
DecisionPoint Financial
Mesa,
Arizona
|
$32
|
+$30
|
+1
|
New
|
|
|
393
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$32
|
+$30
|
+1
|
New
|
|
|
394
|
|
$31
|
–
|
–
|
–
|
|
|
395
|
Strategic Wealth Partners
Independence,
Ohio
|
$31
|
–
|
–
|
–
|
|
|
396
|
Concord Wealth Partners
Abingdon,
Virginia
|
$31
|
+$30
|
+1
|
New
|
|
|
397
|
Deerfield Management
New York
|
–
|
-$97.6M
|
-3,943,600
|
Closed
|
|
|
398
|
Fundsmith LLP
London,
United Kingdom
|
–
|
-$20.9M
|
-844,887
|
Closed
|
|
|
399
|
Nomura Asset Management International
Philadelphia,
Pennsylvania
|
–
|
-$18.5M
|
-748,104
|
Closed
|
|
|
400
|
Federated Hermes
Pittsburgh,
Pennsylvania
|
–
|
-$18.3M
|
-740,297
|
Closed
|
|
