|
826
|
Golden State Equity Partners
South Coast Metro,
California
|
$739
|
+$788
|
+6
|
New
|
|
|
827
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$718
|
–
|
–
|
–
|
|
|
828
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$650
|
–
|
–
|
–
|
|
|
829
|
Asset Dedication LLC
San Francisco,
California
|
$617
|
–
|
–
|
–
|
|
|
830
|
GHP Investment Advisors
Denver,
Colorado
|
$617
|
+$657
|
+5
|
New
|
|
|
831
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$616
|
–
|
–
|
–
|
|
|
832
|
HFM Investment Advisors
Glassboro,
New Jersey
|
$616
|
+$131
|
+1
|
+25%
|
|
|
833
|
Inspire Investing
Meridian,
Idaho
|
$554
|
–
|
–
|
–
|
|
|
834
|
1015 Capital Partners
Pottstown,
Pennsylvania
|
$493
|
–
|
–
|
–
|
|
|
835
|
Central Trust Company
Jefferson City,
Missouri
|
$370
|
-$131
|
-1
|
-25%
|
|
|
836
|
Strategic Advocates
Logan,
Utah
|
$370
|
–
|
–
|
–
|
|
|
837
|
American Capital Advisory
Ketchum,
Idaho
|
$370
|
+$263
|
+2
|
+200%
|
|
|
838
|
Caldwell Sutter Capital
Sausalito,
California
|
$370
|
+$394
|
+3
|
New
|
|
|
839
|
Investors Portfolio Services
Puyallup,
Washington
|
$290
|
-$525
|
-4
|
-67%
|
|
|
840
|
Albion Financial Group
Salt Lake City,
Utah
|
$247
|
–
|
–
|
–
|
|
|
841
|
Seneschal Advisors
Tacoma,
Washington
|
$247
|
–
|
–
|
–
|
|
|
842
|
3 Factor Indexing
Sacramento,
California
|
$247
|
+$263
|
+2
|
New
|
|
|
843
|
Curio Wealth
Annapolis,
Maryland
|
$247
|
+$263
|
+2
|
New
|
|
|
844
|
Davis Capital Management
Jacksonville,
Florida
|
$247
|
+$263
|
+2
|
New
|
|
|
845
|
Meramec Financial Planners
Saint Louis,
Missouri
|
$133
|
–
|
–
|
–
|
|
|
846
|
Quaker Wealth Management
Moorestown,
New Jersey
|
$124
|
-$131
|
-1
|
-50%
|
|
|
847
|
TFC Financial Management
Boston,
Massachusetts
|
$124
|
–
|
–
|
–
|
|
|
848
|
Innovative Asset Advisors Group
Shelton,
Connecticut
|
$123
|
+$131
|
+1
|
New
|
|
|
849
|
Triumph Capital Management
Denver,
Colorado
|
$123
|
+$131
|
+1
|
New
|
|
|
850
|
|
–
|
-$70.8M
|
-540,134
|
Closed
|
|
