|
1526
|
First Personal Financial Services
Charlotte,
North Carolina
|
$248K
|
-$51.3K
|
-560
|
-18%
|
|
|
1527
|
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
|
$248K
|
–
|
–
|
–
|
|
|
1528
|
Lockerman Financial Group
Newport Beach,
California
|
$248K
|
-$9.25K
|
-101
|
-4%
|
|
|
1529
|
Charles Schwab Trust
Henderson,
Nevada
|
$246K
|
+$232K
|
+2,531
|
New
|
|
|
1530
|
Callan Family Office
Radnor,
Pennsylvania
|
$246K
|
-$17.1K
|
-187
|
-7%
|
|
|
1531
|
Mayflower Financial Advisors
Boston,
Massachusetts
|
$245K
|
-$190K
|
-2,074
|
-45%
|
|
|
1532
|
TrinityPoint Wealth
Milford,
Connecticut
|
$245K
|
+$7.33K
|
+80
|
+3%
|
|
|
1533
|
Successful Portfolios
Clearwater,
Florida
|
$244K
|
–
|
–
|
–
|
|
|
1534
|
Unio Capital
Princeton,
New Jersey
|
$243K
|
–
|
–
|
–
|
|
|
1535
|
AM Investment Strategies
Chattanooga,
Tennessee
|
$243K
|
–
|
–
|
–
|
|
|
1536
|
PFG Advisors
Phoenix,
Arizona
|
$243K
|
+$9.89K
|
+108
|
+5%
|
|
|
1537
|
Sheaff Brock Investment Advisors
Indianapolis,
Indiana
|
$243K
|
-$32.3K
|
-353
|
-12%
|
|
|
1538
|
CWS Financial Advisors
Kalamazoo,
Michigan
|
$243K
|
–
|
–
|
–
|
|
|
1539
|
TrueWealth Advisors
Birmingham,
Alabama
|
$243K
|
-$8.42K
|
-92
|
-4%
|
|
|
1540
|
Blackston Financial Advisory Group
The Villages,
Florida
|
$241K
|
-$12.1K
|
-132
|
-5%
|
|
|
1541
|
|
$241K
|
–
|
–
|
–
|
|
|
1542
|
D'Orazio & Associates
Falls Church,
Virginia
|
$241K
|
+$3.57K
|
+39
|
+2%
|
|
|
1543
|
Machina Capital
Paris,
France
|
$239K
|
+$225K
|
+2,452
|
New
|
|
|
1544
|
Everpar Advisors
Tulsa,
Oklahoma
|
$238K
|
+$224K
|
+2,448
|
New
|
|
|
1545
|
Goldstone Financial Group
Oakbrook Terrace,
Illinois
|
$237K
|
+$183
|
+2
|
+0.1%
|
|
|
1546
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$236K
|
+$8.88K
|
+97
|
+4%
|
|
|
1547
|
Texas Capital Bancshares
Dallas,
Texas
|
$234K
|
–
|
–
|
–
|
|
|
1548
|
ARS Wealth Advisors Group
St. Petersburg,
Florida
|
$234K
|
+$220K
|
+2,404
|
New
|
|
|
1549
|
LifePro Asset Management
San Diego,
California
|
$234K
|
+$2.11K
|
+23
|
+1%
|
|
|
1550
|
Windward Private Wealth Management
Overland Park,
Kansas
|
$234K
|
–
|
–
|
–
|
|
