|
1026
|
Encompass More Asset Management
Danville,
California
|
$239K
|
+$227K
|
+2,070
|
New
|
|
|
1027
|
Verum Partners
Charlotte,
North Carolina
|
$237K
|
+$11.6K
|
+106
|
+5%
|
|
|
1028
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$237K
|
+$110
|
+1
|
+0%
|
|
|
1029
|
Brown Brothers Harriman & Co
New York
|
$236K
|
-$181K
|
-1,650
|
-45%
|
|
|
1030
|
Welch & Forbes
Boston,
Massachusetts
|
$236K
|
+$224K
|
+2,043
|
New
|
|
|
1031
|
Sheaff Brock Investment Advisors
Indianapolis,
Indiana
|
$235K
|
+$439
|
+4
|
+0.2%
|
|
|
1032
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$235K
|
-$1.61M
|
-14,639
|
-88%
|
|
|
1033
|
Bellwether Advisors
Lincoln,
Nebraska
|
$235K
|
-$7.13K
|
-65
|
-3%
|
|
|
1034
|
WorthPointe
La Jolla,
California
|
$235K
|
–
|
–
|
–
|
|
|
1035
|
1ST Source Bank
South Bend,
Indiana
|
$235K
|
+$223K
|
+2,034
|
New
|
|
|
1036
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$234K
|
+$223K
|
+2,031
|
New
|
|
|
1037
|
Birchcreek Wealth Management
Miami Township,
Ohio
|
$233K
|
+$4.5K
|
+41
|
+2%
|
|
|
1038
|
Long Run Wealth Advisors
Lake Placid,
New York
|
$233K
|
–
|
–
|
–
|
|
|
1039
|
Parsons Capital Management
Providence,
Rhode Island
|
$232K
|
–
|
–
|
–
|
|
|
1040
|
Heritage Investment Group
Pompano Beach,
Florida
|
$231K
|
–
|
–
|
–
|
|
|
1041
|
Hibernia Wealth Partners
Baton Rouge,
Louisiana
|
$229K
|
-$22.6K
|
-206
|
-9%
|
|
|
1042
|
Inspire Advisors
Meridian,
Idaho
|
$229K
|
+$217K
|
+1,982
|
New
|
|
|
1043
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$228K
|
-$219K
|
-2,000
|
-50%
|
|
|
1044
|
Crumly & Associates
Springfield,
Illinois
|
$227K
|
–
|
–
|
–
|
|
|
1045
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$225K
|
+$214K
|
+1,952
|
New
|
|
|
1046
|
Bridge Advisory
Pasadena,
California
|
$225K
|
-$76K
|
-693
|
-26%
|
|
|
1047
|
Charles Schwab Trust
Henderson,
Nevada
|
$224K
|
–
|
–
|
–
|
|
|
1048
|
Empirical Wealth Management
Seattle,
Washington
|
$222K
|
+$211K
|
+1,922
|
New
|
|
|
1049
|
Key Financial Inc
West Chester,
Pennsylvania
|
$220K
|
–
|
–
|
–
|
|
|
1050
|
Harbor Group
Bedford,
New Hampshire
|
$219K
|
+$208K
|
+1,900
|
New
|
|
