|
1501
|
Parallax Volatility Advisers
San Francisco,
California
|
$304K
|
–
|
–
|
–
|
|
|
1502
|
Cornerstone Planning
Charlotte,
North Carolina
|
$304K
|
+$293K
|
+3,748
|
New
|
|
|
1503
|
Valley Forge Investment Consultants
Audubon,
Pennsylvania
|
$302K
|
-$261K
|
-3,336
|
-47%
|
|
|
1504
|
Diversified Enterprises
Wilmington,
Delaware
|
$301K
|
–
|
–
|
–
|
|
|
1505
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
$301K
|
–
|
–
|
–
|
|
|
1506
|
Telos Capital Management
San Diego,
California
|
$300K
|
-$1.72K
|
-22
|
-0.6%
|
|
|
1507
|
Coastwise Capital Group
La Jolla,
California
|
$300K
|
+$289K
|
+3,700
|
New
|
|
|
1508
|
Impact Capital Partners
Greenwood Village,
Colorado
|
$299K
|
+$288K
|
+3,687
|
New
|
|
|
1509
|
Oak Barrel Wealth Advisory
Reston,
Virginia
|
$299K
|
+$288K
|
+3,686
|
New
|
|
|
1510
|
Blue Capital Inc
Omaha,
Nebraska
|
$299K
|
+$288K
|
+3,678
|
New
|
|
|
1511
|
Flagship Wealth Advisors
Wakefield,
Massachusetts
|
$298K
|
+$16.6K
|
+212
|
+6%
|
|
|
1512
|
Unify Financial Advisors
Clearwater,
Florida
|
$297K
|
+$287K
|
+3,664
|
New
|
|
|
1513
|
Welch Group
Birmingham,
Alabama
|
$297K
|
+$286K
|
+3,661
|
New
|
|
|
1514
|
Mystic Asset Management
Warwick,
Rhode Island
|
$296K
|
+$1.17K
|
+15
|
+0.4%
|
|
|
1515
|
Colter Lewis Investment Partners
Greenwich,
Connecticut
|
$296K
|
+$285K
|
+3,645
|
New
|
|
|
1516
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$295K
|
+$284K
|
+3,633
|
New
|
|
|
1517
|
Montecito Bank & Trust
Santa Barbara,
California
|
$295K
|
-$14.9K
|
-190
|
-5%
|
|
|
1518
|
Argyle Capital Partners
Los Angeles,
California
|
$294K
|
–
|
–
|
–
|
|
|
1519
|
Graetz Wealth
Jenison,
Michigan
|
$294K
|
+$283K
|
+3,621
|
New
|
|
|
1520
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$294K
|
+$9.38K
|
+120
|
+3%
|
|
|
1521
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$294K
|
-$12.3K
|
-157
|
-4%
|
|
|
1522
|
XY Planning Network
Bozeman,
Montana
|
$292K
|
+$282K
|
+3,603
|
New
|
|
|
1523
|
Hardman Johnston Global Advisors
Stamford,
Connecticut
|
$292K
|
–
|
–
|
–
|
|
|
1524
|
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
|
$292K
|
–
|
–
|
–
|
|
|
1525
|
HCR Wealth Advisors
Los Angeles,
California
|
$292K
|
–
|
–
|
–
|
|
