|
1576
|
Cathy Pareto & Associates
Coral Gables,
Florida
|
$697K
|
+$236K
|
+3,808
|
+47%
|
|
|
1577
|
F/M Investments
Washington,
District of Columbia
|
$696K
|
-$12.9K
|
-207
|
-2%
|
|
|
1578
|
Luminvest Wealth Management
Scottsdale,
Arizona
|
$695K
|
–
|
–
|
–
|
|
|
1579
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$695K
|
+$62.1K
|
+1,000
|
+9%
|
|
|
1580
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$695K
|
+$26.1K
|
+420
|
+4%
|
|
|
1581
|
Panoramic Investment Advisors
Denver,
Colorado
|
$695K
|
-$12.4K
|
-199
|
-2%
|
|
|
1582
|
Horizons Wealth Management
Asheville,
North Carolina
|
$692K
|
-$12.7K
|
-205
|
-2%
|
|
|
1583
|
Investment Management Corporation
Roanoke,
Virginia
|
$692K
|
+$736K
|
+11,854
|
New
|
|
|
1584
|
Cardiff Park Advisors
Carlsbad,
California
|
$690K
|
+$807
|
+13
|
+0.1%
|
|
|
1585
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$689K
|
-$994
|
-16
|
-0.1%
|
|
|
1586
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$688K
|
-$41.3K
|
-665
|
-5%
|
|
|
1587
|
Centricity Wealth Management
Westerville,
Ohio
|
$687K
|
+$9.07K
|
+146
|
+1%
|
|
|
1588
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$687K
|
+$38.7K
|
+623
|
+6%
|
|
|
1589
|
McRae Capital Management
Morristown,
New Jersey
|
$686K
|
+$8.07K
|
+130
|
+1%
|
|
|
1590
|
BKM Wealth Management
Brookfield,
Wisconsin
|
$685K
|
-$13.4K
|
-216
|
-2%
|
|
|
1591
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$685K
|
+$267K
|
+4,298
|
+58%
|
|
|
1592
|
Keystone Wealth Services
Palm Desert,
California
|
$685K
|
-$4.29K
|
-69
|
-0.6%
|
|
|
1593
|
Seneca House Advisors
Richmond,
Virginia
|
$684K
|
+$373
|
+6
|
+0.1%
|
|
|
1594
|
Intergy Private Wealth
Colorado Springs,
Colorado
|
$682K
|
-$3.17K
|
-51
|
-0.4%
|
|
|
1595
|
Somerset Trust
Somerset,
Pennsylvania
|
$682K
|
-$83.8K
|
-1,350
|
-10%
|
|
|
1596
|
M.E. Allison & Co
San Antonio,
Texas
|
$681K
|
+$2.05K
|
+33
|
+0.3%
|
|
|
1597
|
GeoWealth Management
Chicago,
Illinois
|
$680K
|
-$3.6K
|
-58
|
-0.5%
|
|
|
1598
|
Fusion Family Wealth
Woodbury,
New York
|
$680K
|
+$14K
|
+225
|
+2%
|
|
|
1599
|
Waterloo Capital
Austin,
Texas
|
$680K
|
+$24.5K
|
+395
|
+4%
|
|
|
1600
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$680K
|
-$1.3K
|
-21
|
-0.2%
|
|
