|
326
|
Retirement Planning Company of New England
Warwick,
Rhode Island
|
$277K
|
+$34.9K
|
+2,279
|
+15%
|
|
|
327
|
Beverly Hills Private Wealth
Beverly Hills,
California
|
$275K
|
+$42.7K
|
+2,789
|
+19%
|
|
|
328
|
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
$274K
|
+$9.27K
|
+605
|
+4%
|
|
|
329
|
Financial Security Advisor
Virginia Beach,
Virginia
|
$267K
|
+$34.1K
|
+2,225
|
+15%
|
|
|
330
|
Aprio Wealth Management
Atlanta,
Georgia
|
$266K
|
+$255K
|
+16,681
|
New
|
|
|
331
|
Dodge & Cox
San Francisco,
California
|
$264K
|
–
|
–
|
–
|
|
|
332
|
Aspen Grove Capital
Avon,
Colorado
|
$259K
|
+$43.1K
|
+2,817
|
+22%
|
|
|
333
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$258K
|
+$22.9K
|
+1,495
|
+11%
|
|
|
334
|
Cozad Asset Management
Champaign,
Illinois
|
$254K
|
–
|
–
|
–
|
|
|
335
|
Anfield Capital Management
Irvine,
California
|
$250K
|
+$38.2K
|
+2,496
|
+19%
|
|
|
336
|
Resurgent Financial Advisors
Atlanta,
Georgia
|
$249K
|
–
|
–
|
–
|
|
|
337
|
Quantinno Capital Management
New York
|
$249K
|
+$58.7K
|
+3,835
|
+33%
|
|
|
338
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$248K
|
+$19.8K
|
+1,296
|
+9%
|
|
|
339
|
Personal CFO Solutions
Chester,
New Jersey
|
$245K
|
-$3.19K
|
-208
|
-1%
|
|
|
340
|
Sompo Asset Management
Tokyo,
Japan
|
$243K
|
+$48.7K
|
+3,180
|
+26%
|
|
|
341
|
Privium Fund Management
Amsterdam,
Netherlands
|
$240K
|
–
|
–
|
–
|
|
|
342
|
Sonora Investment Management Group
Tucson,
Arizona
|
$237K
|
+$228K
|
+14,870
|
New
|
|
|
343
|
Bessemer Group
Woodbridge,
New Jersey
|
$230K
|
–
|
–
|
–
|
|
|
344
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$228K
|
–
|
–
|
–
|
|
|
345
|
Allie Family Office
Miami,
Florida
|
$225K
|
–
|
–
|
–
|
|
|
346
|
CreativeOne Wealth
Overland Park,
Kansas
|
$225K
|
+$216K
|
+14,082
|
New
|
|
|
347
|
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
|
$224K
|
–
|
–
|
–
|
|
|
348
|
J. Safra Asset Management
New York
|
$224K
|
–
|
–
|
–
|
|
|
349
|
D'Orazio & Associates
Falls Church,
Virginia
|
$223K
|
+$43.8K
|
+2,857
|
+26%
|
|
|
350
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$222K
|
+$30.3K
|
+1,979
|
+17%
|
|
