|
2676
|
AllSquare Wealth Management
Albany,
New York
|
$309K
|
–
|
–
|
–
|
|
|
2677
|
SYM Financial Corp
Winona Lake,
Indiana
|
$309K
|
+$8.89K
|
+62
|
+3%
|
|
|
2678
|
Richelieu Gestion
Paris,
France
|
$309K
|
+$272K
|
+1,900
|
New
|
|
|
2679
|
Portfolio Solutions
Royal Oak,
Michigan
|
$308K
|
-$22.4K
|
-156
|
-8%
|
|
|
2680
|
ADE LLC
Baltimore,
Maryland
|
$307K
|
–
|
–
|
–
|
|
|
2681
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$307K
|
+$271K
|
+1,887
|
New
|
|
|
2682
|
ForthRight Wealth Management
Alpharetta,
Georgia
|
$306K
|
-$4.88K
|
-34
|
-2%
|
|
|
2683
|
Marotta Asset Management
Charlottesville,
Virginia
|
$305K
|
+$269K
|
+1,875
|
New
|
|
|
2684
|
Hotaling Investment Management
Wayne,
Pennsylvania
|
$304K
|
-$100K
|
-700
|
-27%
|
|
|
2685
|
WCM Investment Management
Laguna Beach,
California
|
$303K
|
+$267K
|
+1,860
|
New
|
|
|
2686
|
Kelly Financial Services
Braintree,
Massachusetts
|
$302K
|
+$2.01K
|
+14
|
+0.8%
|
|
|
2687
|
Hofer & Associates
Thousand Oaks,
California
|
$302K
|
–
|
–
|
–
|
|
|
2688
|
Manchester Financial
Westlake Village,
California
|
$301K
|
-$7.17K
|
-50
|
-3%
|
|
|
2689
|
McCarthy Asset Management
Redwood Shores,
California
|
$301K
|
–
|
–
|
–
|
|
|
2690
|
Aprio Wealth Management
Atlanta,
Georgia
|
$301K
|
+$265K
|
+1,847
|
New
|
|
|
2691
|
Aspire Private Capital
Cornelius,
North Carolina
|
$299K
|
-$53.5K
|
-373
|
-17%
|
|
|
2692
|
AIMZ Investment Advisors
Los Altos,
California
|
$299K
|
–
|
–
|
–
|
|
|
2693
|
Dana Investment Advisors
Waukesha,
Wisconsin
|
$299K
|
–
|
–
|
–
|
|
|
2694
|
AFT Forsyth & Company
West Palm Beach,
Florida
|
$299K
|
+$264K
|
+1,839
|
New
|
|
|
2695
|
Fiduciary Planning
Englewood,
Florida
|
$298K
|
-$18.6K
|
-130
|
-7%
|
|
|
2696
|
Fernwood Investment Management
Quincy,
Massachusetts
|
$298K
|
-$6.45K
|
-45
|
-2%
|
|
|
2697
|
McLean Asset Management
Tysons,
Virginia
|
$298K
|
+$12K
|
+84
|
+5%
|
|
|
2698
|
Miller Equity Capital Advisors
Irving,
Texas
|
$297K
|
–
|
–
|
–
|
|
|
2699
|
WealthTrust Asset Management
Destin,
Florida
|
$297K
|
+$262K
|
+1,824
|
New
|
|
|
2700
|
First Citizens Financial Corp
Mason City,
Iowa
|
$296K
|
–
|
–
|
–
|
|
