|
1301
|
Roger Wittlin Investment Advisory
San Francisco,
California
|
$304K
|
+$2.41K
|
+25
|
+0.8%
|
|
|
1302
|
United Bank (Georgia)
Zebulon,
Georgia
|
$304K
|
–
|
–
|
–
|
|
|
1303
|
Archford Capital Strategies
Swansea,
Illinois
|
$303K
|
-$337K
|
-3,504
|
-52%
|
|
|
1304
|
Lyell Wealth Management
Menlo Park,
California
|
$303K
|
–
|
–
|
–
|
|
|
1305
|
Vawter Financial
Columbus,
Ohio
|
$300K
|
-$19.1K
|
-198
|
-6%
|
|
|
1306
|
Bogart Wealth LLC
Mclean,
Virginia
|
$300K
|
-$44.7K
|
-464
|
-13%
|
|
|
1307
|
Westshore Wealth
Newport Beach,
California
|
$300K
|
-$82.2K
|
-853
|
-21%
|
|
|
1308
|
Intelligence Driven Advisers
Carlsbad,
California
|
$299K
|
-$87.3K
|
-906
|
-22%
|
|
|
1309
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$298K
|
-$916K
|
-9,516
|
-75%
|
|
|
1310
|
Delta Asset Management
Memphis,
Tennessee
|
$297K
|
-$67.4K
|
-700
|
-18%
|
|
|
1311
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$296K
|
+$303K
|
+3,148
|
New
|
|
|
1312
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$296K
|
+$13.3K
|
+138
|
+5%
|
|
|
1313
|
New England Professional Planning Group
Westerly,
Rhode Island
|
$296K
|
-$100K
|
-1,041
|
-25%
|
|
|
1314
|
OneAscent Financial Services
Birmingham,
Alabama
|
$294K
|
+$301K
|
+3,123
|
New
|
|
|
1315
|
Noesis Capital Mangement
Boca Raton,
Florida
|
$294K
|
-$3.95K
|
-41
|
-1%
|
|
|
1316
|
Arlington Capital Management
Arlington Heights,
Illinois
|
$294K
|
-$2.31M
|
-23,991
|
-88%
|
|
|
1317
|
Darwin Wealth Management
Tampa,
Florida
|
$294K
|
+$83.7K
|
+869
|
+39%
|
|
|
1318
|
Copperwynd Financial
Scottsdale,
Arizona
|
$293K
|
+$300K
|
+3,114
|
New
|
|
|
1319
|
Financial Alternatives
La Jolla,
California
|
$293K
|
+$13.1K
|
+136
|
+5%
|
|
|
1320
|
KB Financial Partners
Princeton,
New Jersey
|
$291K
|
–
|
–
|
–
|
|
|
1321
|
FinDec Wealth Services
Stockton,
California
|
$291K
|
-$2.41K
|
-25
|
-0.8%
|
|
|
1322
|
Man Group
London,
United Kingdom
|
$290K
|
-$297K
|
-3,084
|
Closed
|
|
|
1323
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$290K
|
+$297K
|
+3,083
|
New
|
|
|
1324
|
Gables Capital Management
Miami,
Florida
|
$289K
|
+$7.32K
|
+76
|
+3%
|
|
|
1325
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$289K
|
-$1.78M
|
-18,478
|
-86%
|
|
