|
3051
|
Osborne Partners Capital Management
San Francisco,
California
|
$202K
|
+$199K
|
+2,411
|
New
|
|
|
3052
|
PGIM Custom Harvest
Newark,
New Jersey
|
$202K
|
-$49.2K
|
-597
|
-20%
|
|
|
3053
|
ShankerValleau Wealth Advisors
Skokie,
Illinois
|
$202K
|
+$198K
|
+2,407
|
New
|
|
|
3054
|
Community Bank of Raymore
Raymore,
Missouri
|
$202K
|
+$198K
|
+2,405
|
New
|
|
|
3055
|
Strategic Family Wealth Counselors
Fairfield,
New Jersey
|
$202K
|
+$198K
|
+2,403
|
New
|
|
|
3056
|
Family Management
New York
|
$202K
|
-$150K
|
-1,825
|
-43%
|
|
|
3057
|
Northstar Advisory Group
Northfield,
New Jersey
|
$202K
|
+$198K
|
+2,402
|
New
|
|
|
3058
|
Aletheian Wealth Advisors
Bellevue,
Washington
|
$202K
|
+$198K
|
+2,401
|
New
|
|
|
3059
|
Cooper/Haims Advisors
Victor,
New York
|
$201K
|
+$198K
|
+2,400
|
New
|
|
|
3060
|
|
$201K
|
–
|
–
|
–
|
|
|
3061
|
Charter Capital Management
Brookfield,
Wisconsin
|
$201K
|
+$197K
|
+2,390
|
New
|
|
|
3062
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$200K
|
+$165
|
+2
|
+0.1%
|
|
|
3063
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$200K
|
+$83.3K
|
+1,011
|
+74%
|
|
|
3064
|
FSB Premier Wealth Management
Waterloo,
Iowa
|
$200K
|
+$196K
|
+2,383
|
New
|
|
|
3065
|
Quaker Wealth Management
Moorestown,
New Jersey
|
$198K
|
+$13.5K
|
+164
|
+7%
|
|
|
3066
|
Accredited Wealth Management
Louisville,
Kentucky
|
$195K
|
-$169K
|
-2,057
|
-90%
|
|
|
3067
|
Board of the Pension Protection Fund
Croydon,
United Kingdom
|
$193K
|
+$189K
|
+2,300
|
New
|
|
|
3068
|
Asset Planning Inc
Cypress,
California
|
$193K
|
-$7.58K
|
-92
|
-4%
|
|
|
3069
|
SRH Advisors
Salina,
Kansas
|
$190K
|
–
|
–
|
–
|
|
|
3070
|
Lantern Wealth Advisors
Melville,
New York
|
$190K
|
+$907K
|
+11,009
|
New
|
|
|
3071
|
Financial Connections Group
Corte Madera,
California
|
$190K
|
+$175K
|
+2,130
|
+1,511%
|
|
|
3072
|
Rossby Financial
Melbourne,
Florida
|
$187K
|
-$22.8K
|
-277
|
-12%
|
|
|
3073
|
Riverview Trust Company
Vancouver,
Washington
|
$187K
|
–
|
–
|
–
|
|
|
3074
|
New England Capital Financial Advisors
Meriden,
Connecticut
|
$181K
|
-$6.92K
|
-84
|
-4%
|
|
|
3075
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$179K
|
-$9.06K
|
-110
|
-5%
|
|
