|
1801
|
Stableford Capital II
Scottsdale,
Arizona
|
$269K
|
+$284K
|
+2,840
|
New
|
|
|
1802
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$269K
|
-$168K
|
-1,680
|
-38%
|
|
|
1803
|
Roundview Capital
Princeton,
New Jersey
|
$269K
|
+$3.3K
|
+33
|
+1%
|
|
|
1804
|
Allie Family Office
Miami,
Florida
|
$268K
|
+$277K
|
+2,767
|
New
|
|
|
1805
|
Bank of Marin
Novato,
California
|
$267K
|
–
|
–
|
–
|
|
|
1806
|
Collective Family Office
York,
Pennsylvania
|
$265K
|
+$10K
|
+100
|
+4%
|
|
|
1807
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$265K
|
-$400
|
-4
|
-0.1%
|
|
|
1808
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$264K
|
-$4.9K
|
-49
|
-2%
|
|
|
1809
|
SFG Wealth Management
Towson,
Maryland
|
$262K
|
+$300
|
+3
|
+0.1%
|
|
|
1810
|
ARS Investment Partners
New York
|
$261K
|
–
|
–
|
–
|
|
|
1811
|
Scotia Capital
Toronto,
Ontario, Canada
|
$260K
|
-$44.2K
|
-442
|
-14%
|
|
|
1812
|
Aries Wealth Management
Portland,
Maine
|
$260K
|
–
|
–
|
–
|
|
|
1813
|
Waterloo Capital
Austin,
Texas
|
$260K
|
+$268K
|
+2,685
|
New
|
|
|
1814
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$259K
|
-$19K
|
-190
|
-7%
|
|
|
1815
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$258K
|
–
|
–
|
–
|
|
|
1816
|
Parkside Advisors
Berkeley,
California
|
$258K
|
+$400
|
+4
|
+0.2%
|
|
|
1817
|
Revisor Wealth Management
Akron,
Ohio
|
$257K
|
+$266K
|
+2,661
|
New
|
|
|
1818
|
Tempus Wealth Planning
Irvine,
California
|
$257K
|
+$28.8K
|
+288
|
+12%
|
|
|
1819
|
True Capital Management
San Francisco,
California
|
$256K
|
+$5.5K
|
+55
|
+2%
|
|
|
1820
|
Merriman Wealth Management
Seattle,
Washington
|
$255K
|
-$4.7K
|
-47
|
-2%
|
|
|
1821
|
Tiedemann Advisors
New York
|
$255K
|
-$50.2K
|
-502
|
-16%
|
|
|
1822
|
Petredis Investment Advisors
Warrendale,
Pennsylvania
|
$254K
|
–
|
–
|
–
|
|
|
1823
|
Bison Wealth
Atlanta,
Georgia
|
$253K
|
+$32.6K
|
+326
|
+13%
|
|
|
1824
|
Brand Asset Management Group
Chesterfield,
Missouri
|
$253K
|
–
|
–
|
–
|
|
|
1825
|
Concentric Wealth Management
Lafayette,
California
|
$253K
|
+$2.1K
|
+21
|
+0.8%
|
|
