|
1001
|
MMBG Investment Advisors
Miami,
Florida
|
$235K
|
–
|
–
|
–
|
|
|
1002
|
Keel Point
Huntsville,
Alabama
|
$233K
|
-$26.1K
|
-38
|
-9%
|
|
|
1003
|
Phraction Management
Colchester,
Connecticut
|
$233K
|
–
|
–
|
–
|
|
|
1004
|
Round Rock Advisors
Wilton,
Connecticut
|
$231K
|
+$2.75K
|
+4
|
+1%
|
|
|
1005
|
Aspiriant LLC
Los Angeles,
California
|
$231K
|
-$15.8K
|
-23
|
-6%
|
|
|
1006
|
World Investment Advisors
Santa Barbara,
California
|
$230K
|
+$249K
|
+362
|
New
|
|
|
1007
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$229K
|
-$189K
|
-275
|
-43%
|
|
|
1008
|
Dynamic Technology Lab
Singapore
|
$226K
|
+$246K
|
+357
|
New
|
|
|
1009
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$226K
|
+$37.1K
|
+54
|
+18%
|
|
|
1010
|
Prelude Capital Management
New York
|
$226K
|
+$245K
|
+356
|
New
|
|
|
1011
|
ASB Consultores
Aventura,
Florida
|
$225K
|
-$107K
|
-155
|
-30%
|
|
|
1012
|
Banque Transatlantique
Paris,
France
|
$225K
|
-$857K
|
-1,246
|
-78%
|
|
|
1013
|
Brass Tax Wealth Management
Cincinnati,
Ohio
|
$224K
|
–
|
–
|
–
|
|
|
1014
|
Fidato Wealth
Middleburg Heights,
Ohio
|
$223K
|
+$1.38K
|
+2
|
+0.6%
|
|
|
1015
|
Paloma Partners
Greenwich,
Connecticut
|
$223K
|
+$242K
|
+352
|
New
|
|
|
1016
|
Welch Group
Birmingham,
Alabama
|
$220K
|
-$15.8K
|
-23
|
-6%
|
|
|
1017
|
Premier Path Wealth Partners
Madison,
New Jersey
|
$218K
|
+$237K
|
+344
|
New
|
|
|
1018
|
Callan Capital
La Jolla,
California
|
$218K
|
-$46.8K
|
-68
|
-17%
|
|
|
1019
|
Green Alpha Advisors
Niwot,
Colorado
|
$218K
|
-$9.6K
|
-14
|
-4%
|
|
|
1020
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$218K
|
–
|
–
|
–
|
|
|
1021
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$218K
|
+$17.2K
|
+25
|
+8%
|
|
|
1022
|
Kaufman Rossin Wealth
Miami,
Florida
|
$218K
|
+$237K
|
+344
|
New
|
|
|
1023
|
Strategic Investment Advisors
Farmington Hills,
Michigan
|
$218K
|
-$28.9K
|
-42
|
-11%
|
|
|
1024
|
American Alpha Advisors
New York
|
$217K
|
+$235K
|
+342
|
New
|
|
|
1025
|
Papamarkou Wellner Asset Management
New York
|
$216K
|
+$234K
|
+340
|
New
|
|
