|
801
|
Cadinha & Co
Honolulu,
Hawaii
|
$1.12M
|
-$138K
|
-2,677
|
-10%
|
|
|
802
|
Urban Wealth Management
El Segundo,
California
|
$1.12M
|
+$1.18M
|
+22,882
|
New
|
|
|
803
|
Brown Brothers Harriman & Co
New York
|
$1.12M
|
+$42.6K
|
+825
|
+4%
|
|
|
804
|
Cerity Partners OCIO
New York
|
$1.12M
|
+$110K
|
+2,121
|
+10%
|
|
|
805
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$1.12M
|
-$38.3K
|
-741
|
-3%
|
|
|
806
|
Fiduciary Trust
Boston,
Massachusetts
|
$1.11M
|
+$45.4K
|
+878
|
+4%
|
|
|
807
|
Lido Advisors
Los Angeles,
California
|
$1.11M
|
-$43.1K
|
-835
|
-4%
|
|
|
808
|
American State Bank (Iowa)
Sioux Center,
Iowa
|
$1.11M
|
+$20.7K
|
+400
|
+2%
|
|
|
809
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$1.1M
|
-$189K
|
-3,655
|
-14%
|
|
|
810
|
WealthCare Investment Partners
Portsmouth,
Rhode Island
|
$1.1M
|
+$51.7K
|
+1,001
|
+5%
|
|
|
811
|
Intersect Capital
San Ramon,
California
|
$1.09M
|
+$83.9K
|
+1,623
|
+8%
|
|
|
812
|
Koshinski Asset Management
Decatur,
Illinois
|
$1.08M
|
+$25.5K
|
+494
|
+2%
|
|
|
813
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$1.08M
|
+$63.6K
|
+1,231
|
+6%
|
|
|
814
|
Martin Currie
Edinburgh,
United Kingdom
|
$1.07M
|
-$8.46M
|
-163,776
|
-88%
|
|
|
815
|
Eagle Bay Advisors
New York
|
$1.06M
|
+$1.11M
|
+21,574
|
+27,309%
|
|
|
816
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$1.06M
|
-$2.08M
|
-40,279
|
-65%
|
|
|
817
|
Summit Wealth Partners
Orlando,
Florida
|
$1.04M
|
+$73.2K
|
+1,417
|
+7%
|
|
|
818
|
Haverford Financial Services
Radnor,
Pennsylvania
|
$1.02M
|
–
|
–
|
–
|
|
|
819
|
Jump Financial
Chicago,
Illinois
|
$1.02M
|
+$455K
|
+8,800
|
+74%
|
|
|
820
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$1.01M
|
+$498K
|
+9,647
|
+88%
|
|
|
821
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$1.01M
|
-$574K
|
-11,107
|
-35%
|
|
|
822
|
LPWM LLC
Minneapolis,
Minnesota
|
$1.01M
|
-$52.1K
|
-1,009
|
-5%
|
|
|
823
|
Essex Savings Bank
Essex,
Connecticut
|
$1M
|
+$143K
|
+2,770
|
+16%
|
|
|
824
|
Capital Wealth Management
W. Warwick,
Rhode Island
|
$996K
|
-$88.6K
|
-1,714
|
-8%
|
|
|
825
|
Sierra Capital
Miami,
Florida
|
$985K
|
+$9.2K
|
+178
|
+0.9%
|
|
