|
1026
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$306K
|
-$76.3K
|
-170
|
-20%
|
|
|
1027
|
Cercano Management
Bellevue,
Washington
|
$303K
|
-$25.5M
|
-56,698
|
-99%
|
|
|
1028
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$303K
|
-$2.69K
|
-6
|
-0.9%
|
|
|
1029
|
Boltwood Capital Management
Walnut Creek,
California
|
$301K
|
-$6.74K
|
-15
|
-2%
|
|
|
1030
|
FourThought Financial Partners
Venice,
Florida
|
$301K
|
+$1.35K
|
+3
|
+0.5%
|
|
|
1031
|
Innova Wealth Partners
Newtown,
Pennsylvania
|
$300K
|
+$2.69K
|
+6
|
+0.9%
|
|
|
1032
|
Wexford Capital
West Palm Beach,
Florida
|
$300K
|
+$298K
|
+663
|
New
|
|
|
1033
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$299K
|
+$49.4K
|
+110
|
+20%
|
|
|
1034
|
Elyxium Wealth
San Mateo,
California
|
$294K
|
+$292K
|
+650
|
New
|
|
|
1035
|
CVA Family Office
Denver,
Colorado
|
$294K
|
+$10.3K
|
+23
|
+4%
|
|
|
1036
|
Capital Research Global Investors
Los Angeles,
California
|
$293K
|
–
|
–
|
–
|
|
|
1037
|
Saybrook Capital
Winston Salem,
North Carolina
|
$291K
|
–
|
–
|
–
|
|
|
1038
|
SBI Securities
Tokyo,
Japan
|
$291K
|
+$34.6K
|
+77
|
+14%
|
|
|
1039
|
Cypress Asset Management
Houston,
Texas
|
$289K
|
–
|
–
|
–
|
|
|
1040
|
NorthRock Partners
Minneapolis,
Minnesota
|
$289K
|
-$20.7K
|
-46
|
-7%
|
|
|
1041
|
Dunhill Financial
London,
United Kingdom
|
$289K
|
-$449
|
-1
|
-0.2%
|
|
|
1042
|
Ignite Planners
San Clemente,
California
|
$288K
|
+$13.9K
|
+31
|
+5%
|
|
|
1043
|
Cape Ann Savings Bank
Glocuster,
Massachusetts
|
$285K
|
–
|
–
|
–
|
|
|
1044
|
Triad Wealth Partners
Lawrence,
Kansas
|
$285K
|
+$265K
|
+590
|
New
|
|
|
1045
|
Capstone Wealth Management (Alabama)
Tuscaloosa,
Alabama
|
$282K
|
+$280K
|
+623
|
New
|
|
|
1046
|
Twin Lakes Capital Management
Redwood Shores,
California
|
$281K
|
+$449
|
+1
|
+0.2%
|
|
|
1047
|
Birch Hill Investment Advisors
Boston,
Massachusetts
|
$281K
|
–
|
–
|
–
|
|
|
1048
|
Essential Partners
Rancho Santa Fe,
California
|
$281K
|
+$155K
|
+346
|
+126%
|
|
|
1049
|
Net Worth Advisory Group
Sandy,
Utah
|
$280K
|
+$11.7K
|
+26
|
+4%
|
|
|
1050
|
Empirical Wealth Management
Seattle,
Washington
|
$280K
|
+$278K
|
+618
|
New
|
|
