|
951
|
Caldwell Trust
Venice,
Florida
|
$251K
|
-$46K
|
-907
|
-17%
|
|
|
952
|
Wealth Management Nebraska
Norfolk,
Nebraska
|
$249K
|
+$1.22K
|
+24
|
+0.5%
|
|
|
953
|
Balance Wealth
Delaware,
Ohio
|
$247K
|
+$222K
|
+4,378
|
New
|
|
|
954
|
Advisory Alpha
Holland,
Michigan
|
$246K
|
+$221K
|
+4,368
|
New
|
|
|
955
|
Personal CFO Solutions
Chester,
New Jersey
|
$245K
|
+$219K
|
+4,319
|
New
|
|
|
956
|
Journey Advisory Group
Covington,
Kentucky
|
$244K
|
+$1.01K
|
+20
|
+0.5%
|
|
|
957
|
Shelton Capital Management
Denver,
Colorado
|
$242K
|
+$217K
|
+4,290
|
New
|
|
|
958
|
TCTC Holdings
Dallas,
Texas
|
$242K
|
+$217K
|
+4,290
|
New
|
|
|
959
|
Parallax Volatility Advisers
San Francisco,
California
|
$242K
|
-$420K
|
-8,288
|
-66%
|
|
|
960
|
Howard Capital Management
Roswell,
Georgia
|
$241K
|
+$217K
|
+4,282
|
New
|
|
|
961
|
Planning Alternatives
Birmingham,
Michigan
|
$241K
|
+$217K
|
+4,274
|
New
|
|
|
962
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$239K
|
+$9.68K
|
+191
|
+5%
|
|
|
963
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$239K
|
+$213K
|
+4,210
|
New
|
|
|
964
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$239K
|
+$214K
|
+4,231
|
New
|
|
|
965
|
Goldstein Advisors
Madison,
Wisconsin
|
$237K
|
+$213K
|
+4,209
|
New
|
|
|
966
|
Crew Capital Management
Cincinnati,
Ohio
|
$237K
|
+$213K
|
+4,200
|
New
|
|
|
967
|
SJS Investment Consulting
Sylvania,
Ohio
|
$236K
|
-$203
|
-4
|
-0.1%
|
|
|
968
|
Seek First
Campbell,
California
|
$235K
|
+$211K
|
+4,163
|
New
|
|
|
969
|
Avantax Planning Partners
Dubuque,
Iowa
|
$235K
|
-$15.2K
|
-300
|
-7%
|
|
|
970
|
McCarter Private Wealth Services
Boston,
Massachusetts
|
$234K
|
-$13.2K
|
-261
|
-6%
|
|
|
971
|
AIMZ Investment Advisors
Los Altos,
California
|
$233K
|
-$50.7K
|
-1,000
|
-20%
|
|
|
972
|
Kera Capital Partners
San Jose,
California
|
$232K
|
+$209K
|
+4,124
|
New
|
|
|
973
|
Conscious Wealth Investments
Coral Gables,
Florida
|
$232K
|
–
|
–
|
–
|
|
|
974
|
Smith Shellnut Wilson
Ridgeland,
Mississippi
|
$231K
|
+$208K
|
+4,101
|
New
|
|
|
975
|
Ergawealth Advisors
Oak Brook,
Illinois
|
$229K
|
+$206K
|
+4,061
|
New
|
|
