|
2251
|
DOHJ LLC
Seattle,
Washington
|
$794K
|
+$823K
|
+7,984
|
New
|
|
|
2252
|
Farmers & Merchants Trust Company
Long Beach,
California
|
$793K
|
-$207K
|
-2,006
|
-20%
|
|
|
2253
|
Phillips Wealth Planners
Starkville,
Mississippi
|
$793K
|
-$113K
|
-1,094
|
-12%
|
|
|
2254
|
Drive Wealth Management
Lehi,
Utah
|
$791K
|
+$36.1K
|
+350
|
+5%
|
|
|
2255
|
Arlington Trust
Birmingham,
Alabama
|
$791K
|
–
|
–
|
–
|
|
|
2256
|
Townsend Asset Management
Raleigh,
North Carolina
|
$790K
|
-$42K
|
-407
|
-5%
|
|
|
2257
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$790K
|
-$73.6K
|
-714
|
-8%
|
|
|
2258
|
Mosaic Financial Group
Chicago,
Illinois
|
$790K
|
–
|
–
|
–
|
|
|
2259
|
Adero Partners
Pleasanton,
California
|
$790K
|
+$154K
|
+1,489
|
+23%
|
|
|
2260
|
Mindset Wealth Management
Indianapolis,
Indiana
|
$787K
|
-$24K
|
-233
|
-3%
|
|
|
2261
|
RFP Financial Group
Atlanta,
Georgia
|
$787K
|
–
|
–
|
–
|
|
|
2262
|
Boothbay Fund Management
New York
|
$786K
|
+$815K
|
+7,905
|
New
|
|
|
2263
|
Barnes Pettey Financial Advisors
Clarksdale,
Mississippi
|
$786K
|
–
|
–
|
–
|
|
|
2264
|
Edgestream Partners
Princeton,
New Jersey
|
$785K
|
-$1.35M
|
-13,101
|
-62%
|
|
|
2265
|
AssuredPartners Investment Advisors
Tampa,
Florida
|
$785K
|
+$814K
|
+7,892
|
New
|
|
|
2266
|
Claret Asset Management
Montreal,
Quebec, Canada
|
$780K
|
-$19.3K
|
-187
|
-2%
|
|
|
2267
|
BOK Financial Private Wealth
Denver,
Colorado
|
$780K
|
+$58.8K
|
+570
|
+8%
|
|
|
2268
|
Verity Asset Management
Durham,
North Carolina
|
$779K
|
+$54.2K
|
+526
|
+6%
|
|
|
2269
|
Orrstown Financial Services
Harrisburg,
Pennsylvania
|
$778K
|
-$333K
|
-3,229
|
-29%
|
|
|
2270
|
Zevin Asset Management
Boston,
Massachusetts
|
$778K
|
+$187K
|
+1,814
|
+30%
|
|
|
2271
|
Willner & Heller
Encino,
California
|
$775K
|
+$2.68K
|
+26
|
+0.3%
|
|
|
2272
|
Delta Financial Advisors
New Orleans,
Louisiana
|
$774K
|
-$380K
|
-3,689
|
-32%
|
|
|
2273
|
Verus Capital Partners
Scottsdale,
Arizona
|
$772K
|
-$32.1K
|
-311
|
-4%
|
|
|
2274
|
Cercano Management
Bellevue,
Washington
|
$769K
|
–
|
–
|
–
|
|
|
2275
|
Edgewood Management
Greenwich,
Connecticut
|
$768K
|
–
|
–
|
–
|
|
