|
926
|
JTC Employer Solutions Trustee
St Helier,
Jersey
|
$788K
|
–
|
–
|
–
|
|
|
927
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$786K
|
–
|
–
|
–
|
|
|
928
|
SVB Wealth
Boston,
Massachusetts
|
$785K
|
-$296K
|
-2,038
|
-27%
|
|
|
929
|
Orleans Capital Management
Mandeville,
Louisiana
|
$782K
|
-$21.8K
|
-150
|
-3%
|
|
|
930
|
Financial Insights
Tacoma,
Washington
|
$778K
|
+$29.2K
|
+201
|
+4%
|
|
|
931
|
Kingswood Wealth Advisors
San Diego,
California
|
$773K
|
-$287K
|
-1,974
|
-27%
|
|
|
932
|
Armis Advisers
Atlanta,
Georgia
|
$772K
|
+$570K
|
+3,927
|
+260%
|
|
|
933
|
|
$769K
|
-$1.89K
|
-13
|
-0.2%
|
|
|
934
|
Talon Private Wealth
The Villages,
Florida
|
$767K
|
-$285K
|
-1,959
|
-27%
|
|
|
935
|
Bolthouse Investments
Bakersfield,
California
|
$767K
|
–
|
–
|
–
|
|
|
936
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$766K
|
-$10.2K
|
-70
|
-1%
|
|
|
937
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$765K
|
-$258K
|
-1,779
|
-25%
|
|
|
938
|
Stonebrook Private
Northville,
Michigan
|
$760K
|
-$314K
|
-2,162
|
-29%
|
|
|
939
|
Wolf Group Capital Advisors
Fairfax,
Virginia
|
$759K
|
+$755K
|
+5,200
|
New
|
|
|
940
|
Tudor Investment Corp
Stamford,
Connecticut
|
$759K
|
+$755K
|
+5,196
|
New
|
|
|
941
|
Venture Visionary Partners
Sylvania,
Ohio
|
$755K
|
+$39.1K
|
+269
|
+5%
|
|
|
942
|
Spirepoint Private Client
Vero Beach,
Florida
|
$754K
|
-$983K
|
-6,769
|
-57%
|
|
|
943
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$753K
|
+$716K
|
+4,930
|
+2,181%
|
|
|
944
|
Transform Wealth
Greenwood Village,
Colorado
|
$752K
|
-$322K
|
-2,214
|
-30%
|
|
|
945
|
West Coast Financial
Santa Barbara,
California
|
$751K
|
–
|
–
|
–
|
|
|
946
|
Dumont & Blake Investment Advisors
Princeton,
New Jersey
|
$747K
|
+$434K
|
+2,988
|
+140%
|
|
|
947
|
Silverlake Wealth Management
Williston,
Vermont
|
$747K
|
+$241K
|
+1,657
|
+48%
|
|
|
948
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$742K
|
+$281K
|
+1,936
|
+61%
|
|
|
949
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
$742K
|
+$18.9K
|
+130
|
+3%
|
|
|
950
|
Sherman Asset Management
Ventura,
California
|
$741K
|
-$109K
|
-753
|
-13%
|
|
