|
976
|
Charles Schwab
San Francisco,
California
|
$352K
|
-$117K
|
-2,140
|
-24%
|
|
|
977
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$352K
|
-$30.4K
|
-555
|
-8%
|
|
|
978
|
Punch & Associates Investment Management
Edina,
Minnesota
|
$352K
|
–
|
–
|
–
|
|
|
979
|
CFM Wealth Partners
Austin,
Texas
|
$349K
|
–
|
–
|
–
|
|
|
980
|
Bahl & Gaynor
Cincinnati,
Ohio
|
$348K
|
–
|
–
|
–
|
|
|
981
|
Financial Life Advisors
San Antonio,
Texas
|
$343K
|
-$11.4K
|
-209
|
-3%
|
|
|
982
|
Palisade Asset Management
Minneapolis,
Minnesota
|
$343K
|
–
|
–
|
–
|
|
|
983
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$340K
|
-$341K
|
-6,232
|
-49%
|
|
|
984
|
Act Wealth Management
Plano,
Texas
|
$339K
|
-$60.8K
|
-1,111
|
-15%
|
|
|
985
|
Compton Capital Management
Providence,
Rhode Island
|
$337K
|
-$54.8K
|
-1,000
|
-14%
|
|
|
986
|
Elm Advisors
Burlingame,
California
|
$336K
|
-$24.6K
|
-450
|
-7%
|
|
|
987
|
American Institute for Advanced Investment Management
Scottsdale,
Arizona
|
$336K
|
–
|
–
|
–
|
|
|
988
|
|
$336K
|
+$21.9K
|
+400
|
+7%
|
|
|
989
|
626 Financial
Portage,
Michigan
|
$335K
|
+$406K
|
+7,422
|
New
|
|
|
990
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$332K
|
-$20.3K
|
-370
|
-6%
|
|
|
991
|
Empirical Wealth Management
Seattle,
Washington
|
$330K
|
-$107K
|
-1,960
|
-24%
|
|
|
992
|
Banque Cantonale Vaudoise
Lausanne,
Switzerland
|
$330K
|
–
|
–
|
–
|
|
|
993
|
Cadence Bank NA
Houston,
Texas
|
$326K
|
-$6.84K
|
-125
|
-2%
|
|
|
994
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$326K
|
-$1.37K
|
-25
|
-0.4%
|
|
|
995
|
R.M. Davis Inc
Portland,
Maine
|
$323K
|
+$11.2K
|
+205
|
+4%
|
|
|
996
|
Hudson Valley Investment Advisors
Goshen,
New York
|
$322K
|
-$17.5K
|
-319
|
-5%
|
|
|
997
|
Kaizen Financial Strategies
Campbell,
California
|
$322K
|
–
|
–
|
–
|
|
|
998
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$322K
|
–
|
–
|
–
|
|
|
999
|
Howard Hughes Medical Institute
Chevy Chase,
Maryland
|
$320K
|
-$23.5M
|
-429,000
|
-99%
|
|
|
1000
|
ArchPoint Investors
Coral Gables,
Florida
|
$320K
|
–
|
–
|
–
|
|
