|
801
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$297K
|
-$24.2K
|
-340
|
-7%
|
|
|
802
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$297K
|
–
|
–
|
–
|
|
|
803
|
West Oak Capital
Westlake Village,
California
|
$297K
|
–
|
–
|
–
|
|
|
804
|
HNP Capital
Rochester,
New York
|
$296K
|
-$100K
|
-1,410
|
-24%
|
|
|
805
|
Vectors Research Management
New York
|
$296K
|
-$100K
|
-1,410
|
-24%
|
|
|
806
|
Cassia Capital Partners
Winston Salem,
North Carolina
|
$295K
|
–
|
–
|
–
|
|
|
807
|
Osborne Partners Capital Management
San Francisco,
California
|
$294K
|
–
|
–
|
–
|
|
|
808
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$294K
|
–
|
–
|
–
|
|
|
809
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$293K
|
+$35.9K
|
+504
|
+13%
|
|
|
810
|
Lynch & Associates
Newburgh,
Indiana
|
$292K
|
-$325K
|
-4,566
|
-50%
|
|
|
811
|
Financial Life Advisors
San Antonio,
Texas
|
$291K
|
-$2.49K
|
-35
|
-0.8%
|
|
|
812
|
Venturi Wealth Management
Austin,
Texas
|
$291K
|
–
|
–
|
–
|
|
|
813
|
Bollard Group
Boston,
Massachusetts
|
$291K
|
+$783
|
+11
|
+0.2%
|
|
|
814
|
Strategic Blueprint
Atlanta,
Georgia
|
$290K
|
-$2.49K
|
-35
|
-0.8%
|
|
|
815
|
Mutual of America Capital Management
New York
|
$288K
|
+$174K
|
+2,450
|
+123%
|
|
|
816
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$287K
|
-$27.3K
|
-383
|
-8%
|
|
|
817
|
Angeles Wealth Management
Santa Monica,
California
|
$287K
|
–
|
–
|
–
|
|
|
818
|
Tranquility Partners
Brentwood,
Tennessee
|
$285K
|
-$100K
|
-1,406
|
-24%
|
|
|
819
|
Gamble Jones Investment Counsel
Pasadena,
California
|
$285K
|
–
|
–
|
–
|
|
|
820
|
Plancorp LLC
Saint Louis,
Missouri
|
$285K
|
–
|
–
|
–
|
|
|
821
|
Wintrust Investments
Chicago,
Illinois
|
$284K
|
-$32.9K
|
-462
|
-10%
|
|
|
822
|
First Personal Financial Services
Charlotte,
North Carolina
|
$283K
|
–
|
–
|
–
|
|
|
823
|
Lido Advisors
Los Angeles,
California
|
$282K
|
-$936K
|
-13,143
|
-75%
|
|
|
824
|
Evermay Wealth Management
Arlington,
Virginia
|
$282K
|
–
|
–
|
–
|
|
|
825
|
|
$281K
|
–
|
–
|
–
|
|
