|
901
|
Perennial Investment Advisors
Los Angeles,
California
|
$328K
|
-$210K
|
-1,760
|
-36%
|
|
|
902
|
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
|
$326K
|
+$1.19K
|
+10
|
+0.3%
|
|
|
903
|
Cadence Bank
Tupelo,
Mississippi
|
$323K
|
–
|
–
|
–
|
|
|
904
|
Noesis Capital Mangement
Boca Raton,
Florida
|
$322K
|
–
|
–
|
–
|
|
|
905
|
NVWM LLC
Yardley,
Pennsylvania
|
$322K
|
+$152K
|
+1,270
|
+69%
|
|
|
906
|
Merriman Wealth Management
Seattle,
Washington
|
$321K
|
-$71.6K
|
-600
|
-16%
|
|
|
907
|
Legacy Private Trust
Neenah,
Wisconsin
|
$321K
|
-$17.3K
|
-145
|
-4%
|
|
|
908
|
Glenview Trust
Louisville,
Kentucky
|
$320K
|
-$7.04K
|
-59
|
-2%
|
|
|
909
|
Oliver Luxxe Assets
Gladstone,
New Jersey
|
$320K
|
+$79.6K
|
+667
|
+30%
|
|
|
910
|
Capital Wealth Planning
Naples,
Florida
|
$318K
|
+$366K
|
+3,071
|
New
|
|
|
911
|
SimplyRich
Carlsbad,
California
|
$314K
|
–
|
–
|
–
|
|
|
912
|
Round Table Services
Westfield,
New Jersey
|
$312K
|
-$108K
|
-908
|
-23%
|
|
|
913
|
Claybrook Capital
Wellesley,
Massachusetts
|
$310K
|
–
|
–
|
–
|
|
|
914
|
Lyell Wealth Management
Menlo Park,
California
|
$310K
|
+$2.15K
|
+18
|
+0.6%
|
|
|
915
|
Aureus Asset Management
Boston,
Massachusetts
|
$307K
|
+$87.5K
|
+733
|
+33%
|
|
|
916
|
GYL Financial Synergies
West Hartford,
Connecticut
|
$305K
|
+$239
|
+2
|
+0.1%
|
|
|
917
|
Occidental Asset Management
Burlingame,
California
|
$304K
|
-$75.4K
|
-632
|
-18%
|
|
|
918
|
West Paces Advisors
Atlanta,
Georgia
|
$303K
|
+$14.9K
|
+125
|
+4%
|
|
|
919
|
Calton & Associates
Tampa,
Florida
|
$301K
|
+$11.9K
|
+100
|
+4%
|
|
|
920
|
WealthSource Partners
San Luis Obispo,
California
|
$300K
|
-$52.3K
|
-438
|
-13%
|
|
|
921
|
Integer Wealth Advisors Group
Cartersville,
Georgia
|
$300K
|
+$20.5K
|
+172
|
+7%
|
|
|
922
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$299K
|
-$36.8K
|
-308
|
-10%
|
|
|
923
|
Laidlaw Wealth Management
New York City,
New York
|
$299K
|
+$36.6K
|
+307
|
+12%
|
|
|
924
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$295K
|
-$19.1K
|
-160
|
-5%
|
|
|
925
|
Harvard Management Company
Boston,
Massachusetts
|
$295K
|
–
|
–
|
–
|
|
