|
1251
|
Rebalance
Palo Alto,
California
|
$342K
|
-$58.2K
|
-700
|
-15%
|
|
|
1252
|
Bell & Brown Wealth Advisors
Newport Beach,
California
|
$342K
|
-$33.3K
|
-400
|
-9%
|
|
|
1253
|
Belmont Capital
Los Angeles,
California
|
$342K
|
–
|
–
|
–
|
|
|
1254
|
Custom Index Systems
New York
|
$342K
|
–
|
–
|
–
|
|
|
1255
|
Fayez Sarofim & Co
Houston,
Texas
|
$342K
|
–
|
–
|
–
|
|
|
1256
|
Harvey Capital Management
Palm Beach,
Florida
|
$342K
|
–
|
–
|
–
|
|
|
1257
|
Paragon Financial Partners
Woodland Hills,
California
|
$342K
|
–
|
–
|
–
|
|
|
1258
|
Westport Asset Management
Southport,
Connecticut
|
$342K
|
–
|
–
|
–
|
|
|
1259
|
HeadInvest LLC
Portland,
Maine
|
$342K
|
+$61.5K
|
+740
|
+23%
|
|
|
1260
|
Stephens Consulting
Flint,
Michigan
|
$342K
|
+$333K
|
+4,000
|
New
|
|
|
1261
|
Canton Hathaway
Providence,
Rhode Island
|
$342K
|
–
|
–
|
–
|
|
|
1262
|
Skyline Advisors
Bellingham,
Washington
|
$342K
|
-$96.4K
|
-1,160
|
-22%
|
|
|
1263
|
Savvy Advisors Inc
New York
|
$342K
|
+$332K
|
+3,996
|
New
|
|
|
1264
|
Alpha Family Trust
Los Angeles,
California
|
$340K
|
–
|
–
|
–
|
|
|
1265
|
Truvestments Capital
Sarasota,
Florida
|
$340K
|
+$22.9K
|
+276
|
+7%
|
|
|
1266
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$340K
|
+$3.66K
|
+44
|
+1%
|
|
|
1267
|
Stevens Capital Management
Radnor,
Pennsylvania
|
$339K
|
-$1.82M
|
-21,868
|
-85%
|
|
|
1268
|
Verus Capital Partners
Scottsdale,
Arizona
|
$338K
|
+$10K
|
+120
|
+3%
|
|
|
1269
|
Trueblood Wealth Management
Lima,
Ohio
|
$336K
|
+$67.2K
|
+808
|
+26%
|
|
|
1270
|
Meridian Financial
Holliston,
Massachusetts
|
$336K
|
-$10K
|
-120
|
-3%
|
|
|
1271
|
Delta Financial Group
Basking Ridge,
New Jersey
|
$336K
|
+$326K
|
+3,924
|
New
|
|
|
1272
|
American Financial Advisors
Marietta,
Georgia
|
$335K
|
+$66.5K
|
+800
|
+26%
|
|
|
1273
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
$335K
|
-$38.2K
|
-460
|
-11%
|
|
|
1274
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$335K
|
-$24.6K
|
-296
|
-7%
|
|
|
1275
|
Graypoint LLC
Albany,
New York
|
$335K
|
+$39.2K
|
+472
|
+14%
|
|
