|
801
|
The Family Firm
Bethesda,
Maryland
|
$368K
|
-$49.1K
|
-1,146
|
-12%
|
|
|
802
|
180 Wealth Advisors
Federal Way,
Washington
|
$368K
|
–
|
–
|
–
|
|
|
803
|
Biltmore Family Office
Charlotte,
North Carolina
|
$367K
|
–
|
–
|
–
|
|
|
804
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$363K
|
+$32.8K
|
+766
|
+11%
|
|
|
805
|
Osborne Partners Capital Management
San Francisco,
California
|
$359K
|
-$32.7K
|
-764
|
-9%
|
|
|
806
|
Overbrook Management Corp
New York
|
$356K
|
–
|
–
|
–
|
|
|
807
|
Jackson Square Capital
San Francisco,
California
|
$355K
|
+$332K
|
+7,750
|
New
|
|
|
808
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$354K
|
-$171
|
-4
|
-0.1%
|
|
|
809
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$354K
|
+$942
|
+22
|
+0.3%
|
|
|
810
|
WP Advisors
San Francisco,
California
|
$354K
|
+$1.11K
|
+26
|
+0.3%
|
|
|
811
|
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
|
$354K
|
+$29.6K
|
+692
|
+7%
|
|
|
812
|
First Wilshire Securities Management
Pasadena,
California
|
$353K
|
–
|
–
|
–
|
|
|
813
|
TD Asset Management
Toronto,
Ontario, Canada
|
$349K
|
-$25.9K
|
-606
|
-7%
|
|
|
814
|
Townsend Asset Management
Raleigh,
North Carolina
|
$347K
|
+$324K
|
+7,572
|
New
|
|
|
815
|
Apexium Financial
Dallas,
Texas
|
$346K
|
+$323K
|
+7,550
|
New
|
|
|
816
|
Carl P. Sherr & Co
Worcester,
Massachusetts
|
$344K
|
+$321K
|
+7,500
|
New
|
|
|
817
|
Delta Investment Management
San Francisco,
California
|
$343K
|
-$738K
|
-17,248
|
-70%
|
|
|
818
|
Zeke Capital Advisors
Berwyn,
Pennsylvania
|
$341K
|
–
|
–
|
–
|
|
|
819
|
Bayesian Capital Management
Brooklyn,
New York
|
$340K
|
+$317K
|
+7,408
|
New
|
|
|
820
|
Acorn Financial Advisory Services
Reston,
Virginia
|
$340K
|
+$318K
|
+7,418
|
New
|
|
|
821
|
Friedenthal Financial
Marlton,
New Jersey
|
$338K
|
-$7.45K
|
-174
|
-2%
|
|
|
822
|
Vicus Capital
State College,
Pennsylvania
|
$338K
|
+$5.39K
|
+126
|
+2%
|
|
|
823
|
CWA Asset Management Group
Naples,
Florida
|
$337K
|
+$4.37K
|
+102
|
+1%
|
|
|
824
|
Carmichael Hill & Associates
Gaithersburg,
Maryland
|
$333K
|
–
|
–
|
–
|
|
|
825
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$332K
|
+$311K
|
+7,254
|
New
|
|
