|
626
|
Aegis Wealth Management (Maryland)
Bethesda,
Maryland
|
$254K
|
-$5.72K
|
-106
|
-2%
|
|
|
627
|
Asset Dedication LLC
San Francisco,
California
|
$254K
|
+$100K
|
+1,859
|
+68%
|
|
|
628
|
Jackson Creek Investment Advisors
Castle Rock,
Colorado
|
$254K
|
-$2.05K
|
-38
|
-0.8%
|
|
|
629
|
Capital Performance Advisors
Walnut Creek,
California
|
$254K
|
-$13.5K
|
-250
|
-5%
|
|
|
630
|
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
|
$252K
|
+$246K
|
+4,560
|
New
|
|
|
631
|
Patton Fund Management
Dallas,
Texas
|
$251K
|
–
|
–
|
–
|
|
|
632
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$251K
|
+$245K
|
+4,539
|
New
|
|
|
633
|
Burney Company
Reston,
Virginia
|
$249K
|
+$243K
|
+4,511
|
New
|
|
|
634
|
GC Wealth Management RIA
Cambridge,
Massachusetts
|
$248K
|
+$243K
|
+4,495
|
New
|
|
|
635
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$247K
|
+$230K
|
+4,272
|
New
|
|
|
636
|
Callan Family Office
Radnor,
Pennsylvania
|
$246K
|
-$14.8K
|
-275
|
-6%
|
|
|
637
|
Planned Solutions
Folsom,
California
|
$245K
|
+$240K
|
+4,440
|
New
|
|
|
638
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$245K
|
+$240K
|
+4,440
|
New
|
|
|
639
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$244K
|
-$31.2K
|
-578
|
-12%
|
|
|
640
|
Capital Investment Advisors
Atlanta,
Georgia
|
$242K
|
+$21.5K
|
+399
|
+10%
|
|
|
641
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$241K
|
+$235K
|
+4,355
|
New
|
|
|
642
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$239K
|
+$809
|
+15
|
+0.3%
|
|
|
643
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$239K
|
-$1.78K
|
-33
|
-0.8%
|
|
|
644
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$236K
|
-$63.9K
|
-1,185
|
-22%
|
|
|
645
|
Cypress Wealth Services
Palm Desert,
California
|
$236K
|
+$9.01K
|
+167
|
+4%
|
|
|
646
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$233K
|
+$227K
|
+4,208
|
New
|
|
|
647
|
Sanibel Captiva Trust Company
Sanibel,
Florida
|
$233K
|
-$44.5K
|
-824
|
-16%
|
|
|
648
|
Primoris Wealth Advisors
North Palm Beach,
Florida
|
$232K
|
–
|
–
|
–
|
|
|
649
|
IRON Financial
Northbrook,
Illinois
|
$231K
|
+$225K
|
+4,174
|
New
|
|
|
650
|
Koshinski Asset Management
Decatur,
Illinois
|
$228K
|
-$2.75K
|
-51
|
-1%
|
|
