|
926
|
Caldwell Trust
Venice,
Florida
|
$356K
|
+$344K
|
+2,016
|
+10,080%
|
|
|
927
|
Grimes & Company
Westborough,
Massachusetts
|
$355K
|
-$367K
|
-2,152
|
-51%
|
|
|
928
|
WrapManager Inc
Mill Valley,
California
|
$355K
|
-$30.1K
|
-176
|
-8%
|
|
|
929
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$354K
|
+$41K
|
+240
|
+13%
|
|
|
930
|
Auour Investments
Woburn,
Massachusetts
|
$354K
|
–
|
–
|
–
|
|
|
931
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$353K
|
-$28K
|
-164
|
-8%
|
|
|
932
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$353K
|
–
|
–
|
–
|
|
|
933
|
Dodge & Cox
San Francisco,
California
|
$350K
|
–
|
–
|
–
|
|
|
934
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$350K
|
–
|
–
|
–
|
|
|
935
|
Virginia Wealth Management Group
Virginia Beach,
Virginia
|
$350K
|
–
|
–
|
–
|
|
|
936
|
Chesapeake Wealth Management
Williamsburg,
Virginia
|
$350K
|
+$6.83K
|
+40
|
+2%
|
|
|
937
|
PDS Planning
Dublin,
Ohio
|
$349K
|
+$37.6K
|
+220
|
+12%
|
|
|
938
|
Summit Global Investments
Bountiful,
Utah
|
$349K
|
+$341K
|
+1,996
|
New
|
|
|
939
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$346K
|
–
|
–
|
–
|
|
|
940
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$346K
|
+$7.51K
|
+44
|
+2%
|
|
|
941
|
Trifecta Capital Advisors
Northbrook,
Illinois
|
$341K
|
+$324K
|
+1,896
|
+3,646%
|
|
|
942
|
Seven Eight Capital
New York
|
$340K
|
+$73.1K
|
+428
|
+28%
|
|
|
943
|
Cannell & Spears
New York
|
$340K
|
+$30.7K
|
+180
|
+10%
|
|
|
944
|
CX Institutional
Auburn,
Indiana
|
$339K
|
-$2.05K
|
-12
|
-0.6%
|
|
|
945
|
North Star Asset Management
Neenah,
Wisconsin
|
$336K
|
–
|
–
|
–
|
|
|
946
|
Sonora Investment Management Group
Tucson,
Arizona
|
$336K
|
–
|
–
|
–
|
|
|
947
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$334K
|
+$320K
|
+1,876
|
New
|
|
|
948
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$334K
|
-$26K
|
-152
|
-7%
|
|
|
949
|
Ironwood Investment Counsel
Scottsdale,
Arizona
|
$332K
|
-$60.1K
|
-352
|
-16%
|
|
|
950
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$332K
|
+$4.1K
|
+24
|
+1%
|
|
