|
1551
|
Cohen Klingenstein
New York
|
$401K
|
–
|
–
|
–
|
|
|
1552
|
Canopy Partners
Cincinnati,
Ohio
|
$400K
|
–
|
–
|
–
|
|
|
1553
|
Wealthfront Advisers
Palo Alto,
California
|
$400K
|
-$5.54K
|
-61
|
-1%
|
|
|
1554
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$399K
|
+$24.9K
|
+274
|
+7%
|
|
|
1555
|
Searle & Co
Greenwich,
Connecticut
|
$399K
|
–
|
–
|
–
|
|
|
1556
|
Transcendent Capital Group
Edmond,
Oklahoma
|
$398K
|
–
|
–
|
–
|
|
|
1557
|
Timonier Family Office
Winston Salem,
North Carolina
|
$398K
|
–
|
–
|
–
|
|
|
1558
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$397K
|
+$19.4K
|
+213
|
+5%
|
|
|
1559
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$396K
|
–
|
–
|
–
|
|
|
1560
|
Plum Street Advisors
New Orleans,
Louisiana
|
$393K
|
–
|
–
|
–
|
|
|
1561
|
ARK & TLK Investments
Oklahoma City,
Oklahoma
|
$393K
|
-$223K
|
-2,453
|
-37%
|
|
|
1562
|
Financial Alternatives
La Jolla,
California
|
$392K
|
–
|
–
|
–
|
|
|
1563
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$391K
|
+$5.18K
|
+57
|
+1%
|
|
|
1564
|
Strategic Blueprint
Atlanta,
Georgia
|
$390K
|
+$2.82K
|
+31
|
+0.7%
|
|
|
1565
|
Insight Advisors
Newtown,
Pennsylvania
|
$390K
|
-$273
|
-3
|
-0.1%
|
|
|
1566
|
Ipswich Investment Management
Beverly,
Massachusetts
|
$388K
|
+$21.2K
|
+233
|
+6%
|
|
|
1567
|
Foster Victor Wealth Advisors
Greenville,
South Carolina
|
$387K
|
+$11.7K
|
+129
|
+3%
|
|
|
1568
|
Horizon Investment Services
Hammond,
Indiana
|
$385K
|
–
|
–
|
–
|
|
|
1569
|
GAMMA Investing
Foster City,
California
|
$384K
|
+$4.54K
|
+50
|
+1%
|
|
|
1570
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$384K
|
-$2K
|
-22
|
-0.5%
|
|
|
1571
|
M Wealth Management LLC
San Diego,
California
|
$384K
|
–
|
–
|
–
|
|
|
1572
|
Burling Wealth Partners
Chicago,
Illinois
|
$384K
|
+$374K
|
+4,109
|
New
|
|
|
1573
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$383K
|
+$101K
|
+1,106
|
+37%
|
|
|
1574
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$383K
|
-$28.5K
|
-313
|
-7%
|
|
|
1575
|
American Investment Services
Great Barrington,
Massachusetts
|
$382K
|
-$1.91K
|
-21
|
-0.5%
|
|
