|
1101
|
Asset Allocation Strategies
Farmington,
Michigan
|
$231K
|
-$21.9K
|
-116
|
-8%
|
|
|
1102
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$230K
|
–
|
–
|
–
|
|
|
1103
|
MCF Advisors
Covington,
Kentucky
|
$230K
|
-$4.53K
|
-24
|
-2%
|
|
|
1104
|
Mather Group
Chicago,
Illinois
|
$230K
|
+$30.2K
|
+160
|
+14%
|
|
|
1105
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$229K
|
+$35.7K
|
+189
|
+17%
|
|
|
1106
|
Williams Jones Wealth Management
New York
|
$228K
|
–
|
–
|
–
|
|
|
1107
|
Diversified Enterprises
Wilmington,
Delaware
|
$228K
|
+$240K
|
+1,269
|
New
|
|
|
1108
|
Quantum Private Wealth
Tampa,
Florida
|
$226K
|
–
|
–
|
–
|
|
|
1109
|
Fiduciary Family Office
Boca Raton,
Florida
|
$226K
|
+$238K
|
+1,258
|
New
|
|
|
1110
|
United Asset Strategies
Garden City,
New York
|
$225K
|
-$56.7K
|
-300
|
-19%
|
|
|
1111
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$225K
|
+$189
|
+1
|
+0.1%
|
|
|
1112
|
Humankind Investments
New York
|
$225K
|
-$18.1K
|
-96
|
-7%
|
|
|
1113
|
Requisite Capital Management
Dallas,
Texas
|
$224K
|
–
|
–
|
–
|
|
|
1114
|
Chilton Investment Company
Stamford,
Connecticut
|
$224K
|
+$236K
|
+1,250
|
New
|
|
|
1115
|
LJI Wealth Management
Indianapolis,
Indiana
|
$221K
|
–
|
–
|
–
|
|
|
1116
|
Founders Grove Wealth Partners
Richmond,
Virginia
|
$219K
|
+$231K
|
+1,224
|
New
|
|
|
1117
|
Baker Avenue Asset Management
San Francisco,
California
|
$219K
|
+$231K
|
+1,224
|
New
|
|
|
1118
|
Twin Peaks Wealth Advisors
Burlingame,
California
|
$219K
|
+$10.8K
|
+57
|
+4%
|
|
|
1119
|
Mission Wealth Management
Santa Barbara,
California
|
$219K
|
+$231K
|
+1,221
|
New
|
|
|
1120
|
KCM Investment Advisors
Greenbrae,
California
|
$218K
|
+$230K
|
+1,216
|
New
|
|
|
1121
|
Fayez Sarofim & Co
Houston,
Texas
|
$218K
|
-$56.7K
|
-300
|
-20%
|
|
|
1122
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$217K
|
+$5.48K
|
+29
|
+2%
|
|
|
1123
|
D'Orazio & Associates
Falls Church,
Virginia
|
$217K
|
+$1.13K
|
+6
|
+0.5%
|
|
|
1124
|
Mutual Advisors
Omaha,
Nebraska
|
$215K
|
+$223K
|
+1,178
|
New
|
|
|
1125
|
Denali Advisors
San Diego,
California
|
$215K
|
-$510K
|
-2,700
|
-69%
|
|
