|
3326
|
X-Square Capital
Guaynabo,
Puerto Rico
|
$523K
|
–
|
–
|
–
|
|
|
3327
|
Capital Wealth Alliance
Scottsdale,
Arizona
|
$522K
|
-$37.1K
|
-322
|
-7%
|
|
|
3328
|
Shulman DeMeo Asset Management
Lake Success,
New York
|
$522K
|
+$3.8K
|
+33
|
+0.8%
|
|
|
3329
|
Stephens Consulting
Flint,
Michigan
|
$522K
|
+$345K
|
+3,000
|
+221%
|
|
|
3330
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$520K
|
-$29.9K
|
-260
|
-6%
|
|
|
3331
|
Drake & Associates
Waukesha,
Wisconsin
|
$519K
|
-$12K
|
-104
|
-2%
|
|
|
3332
|
Raub Brock Capital Management
Larkspur,
California
|
$519K
|
-$11.5K
|
-100
|
-2%
|
|
|
3333
|
Pacific Center for Financial Services
San Ramon,
California
|
$519K
|
–
|
–
|
–
|
|
|
3334
|
Curran Financial Partners
Daniel Island,
South Carolina
|
$518K
|
-$4.95K
|
-43
|
-1%
|
|
|
3335
|
Mondrian Investment Partners
London,
United Kingdom
|
$517K
|
+$118K
|
+1,024
|
+31%
|
|
|
3336
|
Wellspring Financial Advisors
Cleveland,
Ohio
|
$517K
|
–
|
–
|
–
|
|
|
3337
|
Winch Advisory Services
Appleton,
Wisconsin
|
$517K
|
–
|
–
|
–
|
|
|
3338
|
CWS Financial Advisors
Kalamazoo,
Michigan
|
$517K
|
–
|
–
|
–
|
|
|
3339
|
Athena Investment Management
Orinda,
California
|
$515K
|
+$46K
|
+400
|
+10%
|
|
|
3340
|
HFR Wealth Management
Niskayuna,
New York
|
$515K
|
–
|
–
|
–
|
|
|
3341
|
Next Capital Management
New York
|
$514K
|
-$25.7K
|
-223
|
-5%
|
|
|
3342
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$514K
|
+$276K
|
+2,397
|
+127%
|
|
|
3343
|
Benin Management Corp
Wilton,
Connecticut
|
$513K
|
–
|
–
|
–
|
|
|
3344
|
OneAscent Financial Services
Birmingham,
Alabama
|
$513K
|
+$72.3K
|
+628
|
+17%
|
|
|
3345
|
Quad-Cities Investment Group
Davenport,
Iowa
|
$512K
|
–
|
–
|
–
|
|
|
3346
|
5th Street Advisors
Southport,
Connecticut
|
$510K
|
+$490K
|
+4,260
|
New
|
|
|
3347
|
Centennial Wealth Advisory
Traverse City,
Michigan
|
$510K
|
+$490K
|
+4,260
|
New
|
|
|
3348
|
Beacon Bridge Wealth Partners
Lower Gwynedd,
Pennsylvania
|
$510K
|
-$23.9K
|
-208
|
-5%
|
|
|
3349
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$509K
|
+$46.2K
|
+401
|
+10%
|
|
|
3350
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$509K
|
-$35.3K
|
-307
|
-7%
|
|
