|
926
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$537K
|
-$20.7K
|
-200
|
-4%
|
|
|
927
|
Oppenheimer & Co
New York
|
$534K
|
-$189K
|
-1,825
|
-26%
|
|
|
928
|
|
$534K
|
+$115K
|
+1,110
|
+28%
|
|
|
929
|
Concorde Asset Management
Ann Arbor,
Michigan
|
$533K
|
-$34.5K
|
-334
|
-6%
|
|
|
930
|
Boston Family Office
Boston,
Massachusetts
|
$533K
|
–
|
–
|
–
|
|
|
931
|
J.M. Forbes & Co
Boston,
Massachusetts
|
$532K
|
–
|
–
|
–
|
|
|
932
|
Latitude Advisors
Vero Beach,
Florida
|
$532K
|
+$530K
|
+5,122
|
New
|
|
|
933
|
Retirement Planning Company of New England
Warwick,
Rhode Island
|
$527K
|
+$525K
|
+5,080
|
New
|
|
|
934
|
Ironsides Asset Advisors
Rocky Mount,
North Carolina
|
$524K
|
+$58.4K
|
+565
|
+13%
|
|
|
935
|
Hamilton Capital
Columbus,
Ohio
|
$524K
|
+$522K
|
+5,050
|
New
|
|
|
936
|
Tortoise Index Solutions
Overland Park,
Kansas
|
$522K
|
-$28.8K
|
-279
|
-5%
|
|
|
937
|
KeyBank National Association
Cleveland,
Ohio
|
$520K
|
-$102K
|
-990
|
-16%
|
|
|
938
|
Modera Wealth Management
Westwood,
New Jersey
|
$520K
|
+$518K
|
+5,010
|
New
|
|
|
939
|
Dryden Capital
Miami,
Florida
|
$519K
|
+$517K
|
+5,000
|
New
|
|
|
940
|
Whittier Trust
South Pasadena,
California
|
$515K
|
-$213K
|
-2,060
|
-29%
|
|
|
941
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$514K
|
-$278K
|
-2,690
|
-35%
|
|
|
942
|
Becker Capital Management
Portland,
Oregon
|
$512K
|
+$510K
|
+4,935
|
New
|
|
|
943
|
Intellectus Partners
San Francisco,
California
|
$509K
|
-$6K
|
-58
|
-1%
|
|
|
944
|
Santori & Peters Inc
Canonsburg,
Pennsylvania
|
$509K
|
–
|
–
|
–
|
|
|
945
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$508K
|
+$159K
|
+1,540
|
+46%
|
|
|
946
|
Richard Bernstein Advisors
New York
|
$507K
|
–
|
–
|
–
|
|
|
947
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$506K
|
-$10.3K
|
-100
|
-2%
|
|
|
948
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$505K
|
+$38.3K
|
+370
|
+8%
|
|
|
949
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
$505K
|
-$8.27K
|
-80
|
-2%
|
|
|
950
|
Bartlett & Co
Cincinnati,
Ohio
|
$505K
|
+$38.3K
|
+370
|
+8%
|
|
