|
1051
|
Aveo Capital Partners
Englewood,
Colorado
|
$354K
|
-$76.6K
|
-2,060
|
-14%
|
|
|
1052
|
FMA Advisory
Harrisburg,
Pennsylvania
|
$354K
|
-$60.8K
|
-1,635
|
-12%
|
|
|
1053
|
SP Asset Management
Cupertino,
California
|
$352K
|
+$186
|
+5
|
+0%
|
|
|
1054
|
Donor Advised Charitable Giving
San Francisco,
California
|
$350K
|
-$8.74K
|
-235
|
-2%
|
|
|
1055
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$350K
|
–
|
–
|
–
|
|
|
1056
|
Circle Wealth Management
Summit,
New Jersey
|
$346K
|
+$447K
|
+12,035
|
New
|
|
|
1057
|
Alpha Cubed Investments
Irvine,
California
|
$345K
|
-$54.7K
|
-1,470
|
-11%
|
|
|
1058
|
EagleClaw Capital Management
Boston,
Massachusetts
|
$345K
|
-$7.99K
|
-215
|
-2%
|
|
|
1059
|
Zhang Financial
Portage,
Michigan
|
$344K
|
–
|
–
|
–
|
|
|
1060
|
Sullivan, Bruyette, Speros & Blaney
Mclean,
Virginia
|
$343K
|
–
|
–
|
–
|
|
|
1061
|
Everett Harris & Co
Los Angeles,
California
|
$342K
|
+$141K
|
+3,800
|
+47%
|
|
|
1062
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$341K
|
–
|
–
|
–
|
|
|
1063
|
Arlington Partners
Birmingham,
Alabama
|
$340K
|
+$40.9K
|
+1,100
|
+10%
|
|
|
1064
|
SouthState Corp
Winter Haven,
Florida
|
$334K
|
–
|
–
|
–
|
|
|
1065
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$334K
|
+$43.5K
|
+1,170
|
+11%
|
|
|
1066
|
LexAurum Advisors
Overland Park,
Kansas
|
$331K
|
–
|
–
|
–
|
|
|
1067
|
Estate Counselors
Thiensville,
Wisconsin
|
$331K
|
+$428K
|
+11,500
|
New
|
|
|
1068
|
King Wealth Management Group
Naples,
Florida
|
$329K
|
-$10M
|
-270,050
|
-96%
|
|
|
1069
|
Choate Investment Advisors
Boston,
Massachusetts
|
$329K
|
-$152K
|
-4,075
|
-26%
|
|
|
1070
|
One Capital Management
Westlake Village,
California
|
$329K
|
-$2.6K
|
-70
|
-0.6%
|
|
|
1071
|
Conservest Capital Advisors
Wynnewood,
Pennsylvania
|
$329K
|
+$372
|
+10
|
+0.1%
|
|
|
1072
|
J.W. Coons Advisors
Columbus,
Ohio
|
$328K
|
+$425K
|
+11,430
|
New
|
|
|
1073
|
Regis Management Company
Menlo Park,
California
|
$326K
|
–
|
–
|
–
|
|
|
1074
|
Rovin Capital
Mesa,
Arizona
|
$324K
|
-$13.9K
|
-375
|
-4%
|
|
|
1075
|
Focus Financial Network
Minneapolis,
Minnesota
|
$323K
|
-$122K
|
-3,275
|
-23%
|
|
