|
1376
|
Forum Financial Management
Lombard,
Illinois
|
$217K
|
+$208K
|
+8,061
|
New
|
|
|
1377
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$217K
|
-$72.8K
|
-2,817
|
-26%
|
|
|
1378
|
Destination Wealth Management
Walnut Creek,
California
|
$216K
|
-$53.9K
|
-2,085
|
-21%
|
|
|
1379
|
Select Asset Management & Trust
Mechanicsburg,
Pennsylvania
|
$216K
|
-$213K
|
-8,253
|
-51%
|
|
|
1380
|
Trilogy Capital
Irvine,
California
|
$216K
|
+$207K
|
+8,019
|
New
|
|
|
1381
|
Pine Haven Investment Counsel
Fairhaven,
Massachusetts
|
$215K
|
+$207K
|
+7,998
|
New
|
|
|
1382
|
Covenant Asset Management
Chester,
New Jersey
|
$214K
|
+$206K
|
+7,962
|
New
|
|
|
1383
|
Caprock Group
Boise,
Idaho
|
$213K
|
+$205K
|
+7,938
|
New
|
|
|
1384
|
Precedent Wealth Partners
Houston,
Texas
|
$213K
|
-$22.8K
|
-882
|
-10%
|
|
|
1385
|
Peak Financial Management
Wellesley,
Massachusetts
|
$212K
|
+$204K
|
+7,905
|
New
|
|
|
1386
|
BSW Wealth Partners
Boulder,
Colorado
|
$212K
|
+$204K
|
+7,896
|
New
|
|
|
1387
|
Gimbal Financial
Carmel,
Indiana
|
$212K
|
+$203K
|
+7,875
|
New
|
|
|
1388
|
Allied Investment Advisors
Billings,
Montana
|
$211K
|
+$203K
|
+7,869
|
New
|
|
|
1389
|
Morton Capital Management
Calabasas,
California
|
$211K
|
+$203K
|
+7,851
|
New
|
|
|
1390
|
Williams Jones Wealth Management
New York
|
$210K
|
+$202K
|
+7,830
|
New
|
|
|
1391
|
Operose Advisors
Milwaukee,
Wisconsin
|
$210K
|
–
|
–
|
–
|
|
|
1392
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
$210K
|
+$202K
|
+7,821
|
New
|
|
|
1393
|
Bell Bank
Fargo,
North Dakota
|
$210K
|
+$202K
|
+7,818
|
New
|
|
|
1394
|
Lazari Capital Management
Woodland Hills,
California
|
$210K
|
+$202K
|
+7,800
|
New
|
|
|
1395
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$209K
|
–
|
–
|
–
|
|
|
1396
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$208K
|
+$200K
|
+7,731
|
New
|
|
|
1397
|
Toth Financial Advisory
Leesburg,
Virginia
|
$208K
|
+$8.21K
|
+318
|
+4%
|
|
|
1398
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$207K
|
+$199K
|
+7,716
|
New
|
|
|
1399
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$207K
|
-$6.67K
|
-258
|
-3%
|
|
|
1400
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$206K
|
–
|
–
|
–
|
|
