|
3101
|
Alchemi Wealth
Essex,
Connecticut
|
$313K
|
-$66K
|
-843
|
-17%
|
|
|
3102
|
Foundation Wealth Management (Pennsylvania)
Media,
Pennsylvania
|
$312K
|
+$13.8K
|
+176
|
+5%
|
|
|
3103
|
Good Harbor Advisors
Gloucester,
Massachusetts
|
$312K
|
–
|
–
|
–
|
|
|
3104
|
New Covenant Trust Company
Jeffersonville,
Indiana
|
$312K
|
-$10.8K
|
-138
|
-3%
|
|
|
3105
|
Inman Jager Wealth Management
Hattiesburg,
Mississippi
|
$312K
|
+$78
|
+1
|
+0%
|
|
|
3106
|
McGowan Group Asset Management
Dallas,
Texas
|
$311K
|
+$391
|
+5
|
+0.1%
|
|
|
3107
|
Warwick Investment Management
Bryan,
Texas
|
$311K
|
+$16.4K
|
+210
|
+6%
|
|
|
3108
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$311K
|
+$235
|
+3
|
+0.1%
|
|
|
3109
|
Core Wealth Advisors (Florida)
Lakeland,
Florida
|
$311K
|
+$313K
|
+4,004
|
New
|
|
|
3110
|
ORG Wealth Partners
Dallas,
Texas
|
$311K
|
+$51.8K
|
+662
|
+20%
|
|
|
3111
|
Stone Summit Wealth
Miami,
Florida
|
$310K
|
-$16.4K
|
-210
|
-5%
|
|
|
3112
|
AG Asset Advisory
Los Angeles,
California
|
$310K
|
–
|
–
|
–
|
|
|
3113
|
Bay Capital Advisors
Virginia Beach,
Virginia
|
$309K
|
–
|
–
|
–
|
|
|
3114
|
HT Partners
Centerbrook,
Connecticut
|
$308K
|
–
|
–
|
–
|
|
|
3115
|
Concorde Asset Management
Ann Arbor,
Michigan
|
$307K
|
-$40.7K
|
-520
|
-12%
|
|
|
3116
|
Vista Capital Partners
Portland,
Oregon
|
$307K
|
+$58.7K
|
+750
|
+23%
|
|
|
3117
|
DB&C Advisors
Holland,
Michigan
|
$307K
|
+$1.33K
|
+17
|
+0.4%
|
|
|
3118
|
Pine Harbor Wealth Management
Silver Spring,
Maryland
|
$307K
|
+$313
|
+4
|
+0.1%
|
|
|
3119
|
Mosaic Financial Group
Chicago,
Illinois
|
$306K
|
+$1.96K
|
+25
|
+0.6%
|
|
|
3120
|
Accelerate Investment Advisors
Aliso Viejo,
California
|
$306K
|
-$17K
|
-217
|
-5%
|
|
|
3121
|
Skandinaviska Enskilda Banken (SEB)
Stockholm,
Sweden
|
$304K
|
-$97.4M
|
-1,243,784
|
-100%
|
|
|
3122
|
Tulsa Wealth Advisors
Tulsa,
Oklahoma
|
$304K
|
-$140K
|
-1,785
|
-31%
|
|
|
3123
|
Clarendon Private
Boston,
Massachusetts
|
$304K
|
+$306K
|
+3,913
|
New
|
|
|
3124
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$304K
|
+$20.5K
|
+262
|
+7%
|
|
|
3125
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$303K
|
-$240K
|
-3,062
|
-44%
|
|
