|
2201
|
Mayport LLC
Newton,
Massachusetts
|
$333K
|
–
|
–
|
–
|
|
|
2202
|
Beacon Financial Strategies
Raleigh,
North Carolina
|
$332K
|
–
|
–
|
–
|
|
|
2203
|
Cornerstone National Bank & Trust
Palatine,
Illinois
|
$331K
|
-$72.3K
|
-181
|
-16%
|
|
|
2204
|
Foresight Wealth Management
Draper,
Utah
|
$330K
|
-$15.6K
|
-39
|
-4%
|
|
|
2205
|
Altrius Capital Management
New Bern,
North Carolina
|
$327K
|
-$7.99K
|
-20
|
-2%
|
|
|
2206
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$326K
|
-$141K
|
-353
|
-28%
|
|
|
2207
|
Salvus Wealth Management
Red Bank,
New Jersey
|
$326K
|
–
|
–
|
–
|
|
|
2208
|
Adell Harriman & Carpenter
Houston,
Texas
|
$326K
|
+$111K
|
+279
|
+44%
|
|
|
2209
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$325K
|
+$1.2K
|
+3
|
+0.3%
|
|
|
2210
|
Mezzasalma Advisors
Tinton Falls,
New Jersey
|
$324K
|
-$22.8K
|
-57
|
-6%
|
|
|
2211
|
Zurich Insurance Group
Zurich,
Switzerland
|
$324K
|
–
|
–
|
–
|
|
|
2212
|
First City Capital Management
Savannah,
Georgia
|
$324K
|
+$360K
|
+902
|
New
|
|
|
2213
|
Garde Capital
Seattle,
Washington
|
$321K
|
-$33.9K
|
-85
|
-9%
|
|
|
2214
|
EPIQ Partners
Minneapolis,
Minnesota
|
$321K
|
+$14K
|
+35
|
+4%
|
|
|
2215
|
United Bank (Georgia)
Zebulon,
Georgia
|
$320K
|
+$3.19K
|
+8
|
+0.9%
|
|
|
2216
|
Capital International Investors
Los Angeles,
California
|
$318K
|
+$349K
|
+874
|
New
|
|
|
2217
|
LTG Capital
Newton,
Massachusetts
|
$317K
|
-$1.32M
|
-3,315
|
-79%
|
|
|
2218
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$316K
|
–
|
–
|
–
|
|
|
2219
|
Zeke Capital Advisors
Berwyn,
Pennsylvania
|
$314K
|
-$19.6K
|
-49
|
-5%
|
|
|
2220
|
Covenant Partners
Nashville,
Tennessee
|
$314K
|
–
|
–
|
–
|
|
|
2221
|
Brio Consultants
San Francisco,
California
|
$313K
|
+$31.1K
|
+78
|
+10%
|
|
|
2222
|
Finer Wealth Management
Salem,
Massachusetts
|
$311K
|
–
|
–
|
–
|
|
|
2223
|
Rothschild Investment LLC
Chicago,
Illinois
|
$311K
|
+$131K
|
+327
|
+60%
|
|
|
2224
|
Rise Advisors
Rochester,
New York
|
$310K
|
-$2K
|
-5
|
-0.6%
|
|
|
2225
|
Wealthfront Advisers
Palo Alto,
California
|
$309K
|
-$15.6K
|
-39
|
-4%
|
|
