|
1301
|
Carret Asset Management
New York
|
$312K
|
–
|
–
|
–
|
|
|
1302
|
HSBC Holdings
London,
United Kingdom
|
$310K
|
-$9.25M
|
-47,677
|
-97%
|
|
|
1303
|
Bison Wealth
Atlanta,
Georgia
|
$308K
|
-$194
|
-1
|
-0.1%
|
|
|
1304
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$307K
|
–
|
–
|
–
|
|
|
1305
|
Tocqueville Asset Management
New York
|
$307K
|
+$314K
|
+1,618
|
New
|
|
|
1306
|
PGIM Custom Harvest
Newark,
New Jersey
|
$307K
|
-$156K
|
-806
|
-33%
|
|
|
1307
|
Donor Advised Charitable Giving
San Francisco,
California
|
$306K
|
–
|
–
|
–
|
|
|
1308
|
EP Wealth Advisors
Torrance,
California
|
$303K
|
-$20.3M
|
-104,626
|
-98%
|
|
|
1309
|
Madison Wealth Partners
Madison,
Wisconsin
|
$302K
|
-$11.1K
|
-57
|
-3%
|
|
|
1310
|
Lowe Brockenbrough & Co
Richmond,
Virginia
|
$302K
|
-$3.88K
|
-20
|
-1%
|
|
|
1311
|
Pacific Sage Partners
Edmonds,
Washington
|
$302K
|
–
|
–
|
–
|
|
|
1312
|
WealthTrust Axiom
Wayne,
Pennsylvania
|
$301K
|
+$40K
|
+206
|
+15%
|
|
|
1313
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$299K
|
+$3.69K
|
+19
|
+1%
|
|
|
1314
|
Delta Financial Group
Basking Ridge,
New Jersey
|
$298K
|
+$305K
|
+1,574
|
New
|
|
|
1315
|
Elmwood Wealth Management
Berkeley,
California
|
$297K
|
+$194
|
+1
|
+0.1%
|
|
|
1316
|
Silvercrest Asset Management
New York
|
$297K
|
–
|
–
|
–
|
|
|
1317
|
Congress Wealth Management
Boston,
Massachusetts
|
$297K
|
-$39.6K
|
-204
|
-12%
|
|
|
1318
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$297K
|
-$1.94K
|
-10
|
-0.6%
|
|
|
1319
|
D.L. Carlson Investment Group
Concord,
New Hampshire
|
$296K
|
–
|
–
|
–
|
|
|
1320
|
First Western Trust Bank
Denver,
Colorado
|
$295K
|
-$66.5K
|
-343
|
-18%
|
|
|
1321
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
$295K
|
+$302K
|
+1,555
|
New
|
|
|
1322
|
EagleClaw Capital Management
Boston,
Massachusetts
|
$294K
|
–
|
–
|
–
|
|
|
1323
|
Pachira Investments
Dana Point,
California
|
$292K
|
+$30.8K
|
+159
|
+11%
|
|
|
1324
|
Chapin Davis
Baltimore,
Maryland
|
$292K
|
+$76.8K
|
+396
|
+35%
|
|
|
1325
|
Good Life Advisors
Reading,
Pennsylvania
|
$292K
|
+$1.16K
|
+6
|
+0.4%
|
|
