|
1551
|
Klingenstein Fields & Co
New York
|
$507K
|
-$121K
|
-1,228
|
-18%
|
|
|
1552
|
One Day In July LLC
Burlington,
Vermont
|
$507K
|
+$33.9K
|
+344
|
+7%
|
|
|
1553
|
Boston Family Office
Boston,
Massachusetts
|
$507K
|
–
|
–
|
–
|
|
|
1554
|
Financial Network Wealth Management
Draper,
Utah
|
$507K
|
–
|
–
|
–
|
|
|
1555
|
North Capital
Salt Lake City,
Utah
|
$505K
|
+$552K
|
+5,592
|
New
|
|
|
1556
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$504K
|
–
|
–
|
–
|
|
|
1557
|
ESL Trust Services
Rochester,
New York
|
$503K
|
-$33.5K
|
-340
|
-6%
|
|
|
1558
|
Cahill Wealth Management
Portage,
Michigan
|
$502K
|
–
|
–
|
–
|
|
|
1559
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$502K
|
+$548K
|
+5,556
|
New
|
|
|
1560
|
Heritage Investment Group
Pompano Beach,
Florida
|
$502K
|
–
|
–
|
–
|
|
|
1561
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
$502K
|
+$174K
|
+1,760
|
+46%
|
|
|
1562
|
New Age Alpha Advisors
Rye,
New York
|
$500K
|
-$595K
|
-6,036
|
-52%
|
|
|
1563
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$499K
|
+$545K
|
+5,528
|
New
|
|
|
1564
|
Real Talk Capital
Franklin,
Tennessee
|
$495K
|
–
|
–
|
–
|
|
|
1565
|
Oversea-Chinese Banking Corp (OCBC)
Singapore
|
$495K
|
–
|
–
|
–
|
|
|
1566
|
Gilbert & Cook
West Des Moines,
Iowa
|
$494K
|
–
|
–
|
–
|
|
|
1567
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$494K
|
+$37.5K
|
+380
|
+7%
|
|
|
1568
|
SFMG Wealth Advisors
Plano,
Texas
|
$492K
|
-$26.4K
|
-268
|
-5%
|
|
|
1569
|
Moser Wealth Advisors
Bellevue,
Washington
|
$492K
|
+$537K
|
+5,448
|
New
|
|
|
1570
|
Legacy Private Trust
Neenah,
Wisconsin
|
$492K
|
-$3.95K
|
-40
|
-0.7%
|
|
|
1571
|
Planned Solutions
Folsom,
California
|
$492K
|
+$537K
|
+5,444
|
New
|
|
|
1572
|
Safeguard Investment Advisory Group
Corona,
California
|
$491K
|
+$395
|
+4
|
+0.1%
|
|
|
1573
|
Wise Wealth Partners
Phoenix,
Arizona
|
$491K
|
+$28K
|
+284
|
+6%
|
|
|
1574
|
The Family Firm
Bethesda,
Maryland
|
$489K
|
+$789
|
+8
|
+0.1%
|
|
|
1575
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$488K
|
–
|
–
|
–
|
|
