|
2401
|
Keyvantage Wealth
Bethlehem,
Pennsylvania
|
$238K
|
-$12.2K
|
-83
|
-5%
|
|
|
2402
|
Dunhill Financial
London,
United Kingdom
|
$238K
|
+$28K
|
+190
|
+15%
|
|
|
2403
|
Signature Resources Capital Management
Newport Beach,
California
|
$237K
|
–
|
–
|
–
|
|
|
2404
|
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
|
$237K
|
+$219K
|
+1,489
|
New
|
|
|
2405
|
Victory Financial Group
Austin,
Texas
|
$237K
|
-$62.4K
|
-424
|
-22%
|
|
|
2406
|
Lyell Wealth Management
Menlo Park,
California
|
$237K
|
–
|
–
|
–
|
|
|
2407
|
Exchange Bank
Santa Rosa,
California
|
$237K
|
+$18.8K
|
+128
|
+9%
|
|
|
2408
|
Berkshire Money Management
Dalton,
Massachusetts
|
$236K
|
–
|
–
|
–
|
|
|
2409
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$236K
|
+$218K
|
+1,484
|
New
|
|
|
2410
|
Patton Fund Management
Dallas,
Texas
|
$236K
|
+$218K
|
+1,481
|
New
|
|
|
2411
|
Capital International Investors
Los Angeles,
California
|
$235K
|
-$12.1K
|
-82
|
-5%
|
|
|
2412
|
BOK Financial Private Wealth
Denver,
Colorado
|
$235K
|
-$6.77K
|
-46
|
-3%
|
|
|
2413
|
Acorns Advisers
Irvine,
California
|
$234K
|
+$217K
|
+1,471
|
New
|
|
|
2414
|
Gen-Wealth Partners
Zeeland,
Michigan
|
$234K
|
-$5.3K
|
-36
|
-2%
|
|
|
2415
|
Warwick Investment Management
Bryan,
Texas
|
$234K
|
+$216K
|
+1,468
|
New
|
|
|
2416
|
Mandatum Life Insurance Company
Helsinki,
Finland
|
$234K
|
–
|
–
|
–
|
|
|
2417
|
Alaethes Wealth
Glenbrook,
Nevada
|
$233K
|
-$5.3K
|
-36
|
-2%
|
|
|
2418
|
Meriwether Wealth & Planning
Minden,
Louisiana
|
$233K
|
–
|
–
|
–
|
|
|
2419
|
Baldwin Investment Management
West Conshohocken,
Pennsylvania
|
$233K
|
–
|
–
|
–
|
|
|
2420
|
|
$231K
|
–
|
–
|
–
|
|
|
2421
|
Crowley Wealth Management
Wilmington,
Delaware
|
$231K
|
–
|
–
|
–
|
|
|
2422
|
Miller Investment Management
West Conshohocken,
Pennsylvania
|
$231K
|
–
|
–
|
–
|
|
|
2423
|
Swan Global Investments
Durango,
Colorado
|
$230K
|
+$213K
|
+1,447
|
New
|
|
|
2424
|
Strengthening Families & Communities LLC
Boston,
Massachusetts
|
$230K
|
+$118K
|
+801
|
+115%
|
|
|
2425
|
Lantz Financial
Naperville,
Illinois
|
$230K
|
+$212K
|
+1,442
|
New
|
|
