|
5276
|
Torray Investment Partners
Bethesda,
Maryland
|
$533K
|
–
|
–
|
–
|
|
|
5277
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$533K
|
+$24.6K
|
+134
|
+5%
|
|
|
5278
|
IMG Wealth Management
Jacksonville,
Florida
|
$532K
|
-$262K
|
-1,428
|
-32%
|
|
|
5279
|
Miller Investment Management
West Conshohocken,
Pennsylvania
|
$531K
|
+$284K
|
+1,549
|
+104%
|
|
|
5280
|
Idaho Trust Bank
Boise,
Idaho
|
$529K
|
-$11.7K
|
-64
|
-2%
|
|
|
5281
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$529K
|
–
|
–
|
–
|
|
|
5282
|
Garton & Associates Financial Advisors
Louisville,
Kentucky
|
$527K
|
-$215K
|
-1,173
|
-28%
|
|
|
5283
|
LaFleur & Godfrey
Grand Rapids,
Michigan
|
$526K
|
+$73.4K
|
+400
|
+15%
|
|
|
5284
|
Catalyst Funds Management
Sydney NSW,
Australia
|
$523K
|
-$16.4M
|
-89,458
|
-97%
|
|
|
5285
|
Bramshill Investments
Naples,
Florida
|
$523K
|
-$275K
|
-1,500
|
-33%
|
|
|
5286
|
VPR Management
Houston,
Texas
|
$523K
|
+$550K
|
+3,000
|
New
|
|
|
5287
|
Chesapeake Asset Management
New York
|
$523K
|
–
|
–
|
–
|
|
|
5288
|
Fullerton Advisors
Danville,
California
|
$521K
|
-$78.7K
|
-429
|
-13%
|
|
|
5289
|
GQG Partners
Ft. Lauderdale,
Florida
|
$520K
|
-$198K
|
-1,080
|
-27%
|
|
|
5290
|
Davis Wealth Advisors
Salem,
New Hampshire
|
$520K
|
-$54.1K
|
-295
|
-9%
|
|
|
5291
|
Castle Hook Partners
New York
|
$519K
|
-$5.08M
|
-27,711
|
-90%
|
|
|
5292
|
Authentikos Wealth Advisory
Morgan Hill,
California
|
$518K
|
-$14.1K
|
-77
|
-3%
|
|
|
5293
|
Gold Investment Management
Edmonton,
Alberta, Canada
|
$516K
|
-$459K
|
-2,500
|
-46%
|
|
|
5294
|
Financial Connections Group
Corte Madera,
California
|
$516K
|
-$73.8K
|
-402
|
-12%
|
|
|
5295
|
Strategic Advisory Partners
Greensboro,
North Carolina
|
$516K
|
-$33.9K
|
-185
|
-6%
|
|
|
5296
|
PMG Wealth Management
Hawthorn Woods,
Illinois
|
$515K
|
-$734
|
-4
|
-0.1%
|
|
|
5297
|
BTS Asset Management
Lincoln,
Massachusetts
|
$515K
|
+$42.9K
|
+234
|
+9%
|
|
|
5298
|
Quaker Wealth Management
Moorestown,
New Jersey
|
$512K
|
+$1.1K
|
+6
|
+0.2%
|
|
|
5299
|
Accretive Wealth Partners
Parsippany,
New Jersey
|
$510K
|
+$188K
|
+1,023
|
+54%
|
|
|
5300
|
Seven Post Investment Office
San Francisco,
California
|
$509K
|
-$42.4K
|
-231
|
-7%
|
|
