|
1051
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$268K
|
+$10.3K
|
+139
|
+4%
|
|
|
1052
|
Zacks Investment Management
Chicago,
Illinois
|
$268K
|
+$32.7K
|
+443
|
+14%
|
|
|
1053
|
Goldstein Advisors
Madison,
Wisconsin
|
$267K
|
–
|
–
|
–
|
|
|
1054
|
Action Point Financial Planning
Grand Rapids,
Michigan
|
$265K
|
+$258K
|
+3,500
|
New
|
|
|
1055
|
Next Level Private
Harrison,
New York
|
$265K
|
-$1.48K
|
-20
|
-0.6%
|
|
|
1056
|
Second Line Capital
Metairie,
Louisiana
|
$261K
|
+$6.49K
|
+88
|
+3%
|
|
|
1057
|
Wrenne Financial Planning
Lexington,
Kentucky
|
$259K
|
–
|
–
|
–
|
|
|
1058
|
Moody National Bank Trust Division
Galveston,
Texas
|
$258K
|
–
|
–
|
–
|
|
|
1059
|
|
$256K
|
–
|
–
|
–
|
|
|
1060
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$255K
|
+$959
|
+13
|
+0.4%
|
|
|
1061
|
Sharp Financial Services
Horsham,
Pennsylvania
|
$255K
|
+$74
|
+1
|
+0%
|
|
|
1062
|
Oakworth Capital
Birmingham,
Alabama
|
$254K
|
+$22.1K
|
+300
|
+10%
|
|
|
1063
|
Leuthold Group
Minneapolis,
Minnesota
|
$253K
|
+$3.39K
|
+46
|
+1%
|
|
|
1064
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$253K
|
+$3.17K
|
+43
|
+1%
|
|
|
1065
|
Kane Investment Management
Los Gatos,
California
|
$253K
|
+$246K
|
+3,335
|
New
|
|
|
1066
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$253K
|
-$23.6K
|
-320
|
-9%
|
|
|
1067
|
Family Capital Management
Grand Rapids,
Michigan
|
$251K
|
–
|
–
|
–
|
|
|
1068
|
JMG Financial Group
Downers Grove,
Illinois
|
$250K
|
–
|
–
|
–
|
|
|
1069
|
Peak Retirement Planning
Columbus,
Ohio
|
$250K
|
+$5.98K
|
+81
|
+3%
|
|
|
1070
|
Bradley Foster & Sargent
Hartford,
Connecticut
|
$250K
|
-$2.58K
|
-35
|
-1%
|
|
|
1071
|
Heritage Wealth Management (Texas)
Houston,
Texas
|
$249K
|
-$15.5K
|
-210
|
-6%
|
|
|
1072
|
Pennsylvania Capital Management
Huntingdon Valley,
Pennsylvania
|
$247K
|
–
|
–
|
–
|
|
|
1073
|
L & S Advisors
Los Angeles,
California
|
$247K
|
–
|
–
|
–
|
|
|
1074
|
NWF Advisory Services
Los Angeles,
California
|
$247K
|
+$1.99K
|
+27
|
+0.8%
|
|
|
1075
|
Landmark Wealth Management (New York)
Melville,
New York
|
$244K
|
+$1.11K
|
+15
|
+0.5%
|
|
