|
2751
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$328K
|
-$26.7K
|
-147
|
-7%
|
|
|
2752
|
J.P. Marvel Investment Advisors
Boston,
Massachusetts
|
$328K
|
–
|
–
|
–
|
|
|
2753
|
Campbell Wealth Management
Alexandria,
Virginia
|
$328K
|
–
|
–
|
–
|
|
|
2754
|
Towerpoint Wealth
Sacramento,
California
|
$327K
|
+$48.1K
|
+265
|
+16%
|
|
|
2755
|
InceptionR
Lafayette,
California
|
$327K
|
-$276K
|
-1,522
|
-44%
|
|
|
2756
|
Innovis Asset Management
Chicago,
Illinois
|
$326K
|
-$5.63K
|
-31
|
-2%
|
|
|
2757
|
Capital Advisors Wealth Management
Yakima,
Washington
|
$326K
|
+$22.5K
|
+124
|
+7%
|
|
|
2758
|
Rational Advisors
Huntington,
New York
|
$325K
|
-$686K
|
-3,777
|
-66%
|
|
|
2759
|
Grey Fox Wealth Advisors
Rockland,
Delaware
|
$323K
|
+$726
|
+4
|
+0.2%
|
|
|
2760
|
Claret Asset Management
Montreal,
Quebec, Canada
|
$322K
|
-$45.4K
|
-250
|
-12%
|
|
|
2761
|
Kahn Brothers Group
New York
|
$322K
|
–
|
–
|
–
|
|
|
2762
|
Whitney & Co
Rochester,
New York
|
$322K
|
–
|
–
|
–
|
|
|
2763
|
Wealth Management Associates
Cherry Hill,
New Jersey
|
$321K
|
+$13.3K
|
+73
|
+4%
|
|
|
2764
|
FirstPurpose Wealth
Orem,
Utah
|
$321K
|
+$3.81K
|
+21
|
+1%
|
|
|
2765
|
Dimension Capital Management
Coral Gables,
Florida
|
$321K
|
+$97.9K
|
+539
|
+40%
|
|
|
2766
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$321K
|
+$44K
|
+242
|
+15%
|
|
|
2767
|
Claris Advisors
St. Louis,
Missouri
|
$320K
|
–
|
–
|
–
|
|
|
2768
|
TFC Financial Management
Boston,
Massachusetts
|
$320K
|
+$726
|
+4
|
+0.2%
|
|
|
2769
|
Wealth Advisors of Iowa
West Des Moines,
Iowa
|
$320K
|
-$17.4K
|
-96
|
-5%
|
|
|
2770
|
Ameliora Wealth Management
Zurich,
Switzerland
|
$320K
|
+$49.8K
|
+274
|
+17%
|
|
|
2771
|
United Bank (Georgia)
Zebulon,
Georgia
|
$320K
|
–
|
–
|
–
|
|
|
2772
|
Navis Wealth Advisors
Rye Brook,
New York
|
$319K
|
–
|
–
|
–
|
|
|
2773
|
Kelly Financial Services
Braintree,
Massachusetts
|
$319K
|
-$3.81K
|
-21
|
-1%
|
|
|
2774
|
Opal Wealth Advisors
Jericho,
New York
|
$318K
|
-$34.9K
|
-192
|
-9%
|
|
|
2775
|
Horizon Wealth Management
La Grange,
Illinois
|
$318K
|
+$5.45K
|
+30
|
+2%
|
|
