|
2901
|
Life Planning Partners
Jacksonville,
Florida
|
$54K
|
–
|
–
|
–
|
|
|
2902
|
Milestone Wealth
Buffalo,
New York
|
$54K
|
–
|
–
|
–
|
|
|
2903
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$54K
|
+$11.3K
|
+200
|
+26%
|
|
|
2904
|
Mizuho Securities
Tokyo,
Japan
|
$53K
|
-$270K
|
-4,771
|
-83%
|
|
|
2905
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$50K
|
+$283
|
+5
|
+0.6%
|
|
|
2906
|
Altshuler Shaham
Tel Aviv,
Israel
|
$48K
|
-$12.1K
|
-213
|
-20%
|
|
|
2907
|
Smith Group Asset Management
Dallas,
Texas
|
$48K
|
–
|
–
|
–
|
|
|
2908
|
Cornerstone Management
Duluth,
Georgia
|
$46.7K
|
–
|
–
|
–
|
|
|
2909
|
Surevest
Los Angeles,
California
|
$46K
|
-$15.5K
|
-274
|
-25%
|
|
|
2910
|
Halpern Financial
Ashburn,
Virginia
|
$45.4K
|
–
|
–
|
–
|
|
|
2911
|
Maryland Capital Advisors
Chester,
Maryland
|
$45K
|
–
|
–
|
–
|
|
|
2912
|
Orion Capital Management
Coronado,
California
|
$45K
|
+$28.3K
|
+500
|
+167%
|
|
|
2913
|
Bromfield Sneider Wealth Advisors
Westwood,
Massachusetts
|
$45K
|
+$45.3K
|
+800
|
New
|
|
|
2914
|
Harding Loevner
Bridgewater,
New Jersey
|
$44K
|
–
|
–
|
–
|
|
|
2915
|
O'Dell Group
Cincinnati,
Ohio
|
$44K
|
+$3.51K
|
+62
|
+8%
|
|
|
2916
|
Red Cedar Capital
Omaha,
Nebraska
|
$43K
|
–
|
–
|
–
|
|
|
2917
|
Winch Advisory Services
Appleton,
Wisconsin
|
$43K
|
+$5.66K
|
+100
|
+15%
|
|
|
2918
|
Evolution Advisers
Richmond,
Virginia
|
$43K
|
+$14.4K
|
+254
|
+48%
|
|
|
2919
|
PYA Waltman Capital
Knoxville,
Tennessee
|
$43K
|
+$35.5K
|
+628
|
+445%
|
|
|
2920
|
Credential Qtrade Securities
Vancouver,
|
$41.7K
|
-$1.04M
|
-18,337
|
-96%
|
|
|
2921
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$41K
|
–
|
–
|
–
|
|
|
2922
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$40.5K
|
-$22.6K
|
-400
|
-35%
|
|
|
2923
|
|
$40K
|
–
|
–
|
–
|
|
|
2924
|
Goodwin Investment Advisory
Woodstock,
Georgia
|
$39K
|
-$51.9K
|
-918
|
-57%
|
|
|
2925
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$39K
|
-$1.07K
|
-19
|
-3%
|
|
