|
2201
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$244K
|
–
|
–
|
–
|
|
|
2202
|
Nvest Financial
Portsmouth,
New Hampshire
|
$243K
|
+$243K
|
+989
|
New
|
|
|
2203
|
Kendall Capital Management
Rockville,
Maryland
|
$243K
|
+$38.4K
|
+156
|
+19%
|
|
|
2204
|
Legacy Wealth Management (Mississippi)
Ridgeland,
Mississippi
|
$243K
|
+$243K
|
+987
|
New
|
|
|
2205
|
GW Henssler & Associates
Kennesaw,
Georgia
|
$242K
|
-$1.48K
|
-6
|
-0.6%
|
|
|
2206
|
Comprehensive Money Management Services
Coral Gables,
Florida
|
$242K
|
–
|
–
|
–
|
|
|
2207
|
Fairman Group
Chesterbrook,
Pennsylvania
|
$242K
|
+$738
|
+3
|
+0.3%
|
|
|
2208
|
Monarch Capital Management
Fort Wayne,
Indiana
|
$242K
|
–
|
–
|
–
|
|
|
2209
|
DB&C Advisors
Holland,
Michigan
|
$242K
|
+$242K
|
+983
|
New
|
|
|
2210
|
Arcataur Capital Management
Milwaukee,
Wisconsin
|
$241K
|
–
|
–
|
–
|
|
|
2211
|
Kemnay Advisory Services
New York
|
$241K
|
+$240K
|
+978
|
New
|
|
|
2212
|
Requisite Capital Management
Dallas,
Texas
|
$240K
|
+$983
|
+4
|
+0.4%
|
|
|
2213
|
Cora Capital Advisors
Marlton,
New Jersey
|
$240K
|
+$17.2K
|
+70
|
+8%
|
|
|
2214
|
Jamison Private Wealth Management
Milton,
Georgia
|
$240K
|
+$246
|
+1
|
+0.1%
|
|
|
2215
|
Destination Wealth Management
Walnut Creek,
California
|
$240K
|
-$40.8K
|
-166
|
-15%
|
|
|
2216
|
Wealth Management Partners
Tucson,
Arizona
|
$240K
|
-$4.92K
|
-20
|
-2%
|
|
|
2217
|
SJS Investment Consulting
Sylvania,
Ohio
|
$239K
|
–
|
–
|
–
|
|
|
2218
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$238K
|
-$32K
|
-130
|
-12%
|
|
|
2219
|
JB Capital
Wethersfield,
Connecticut
|
$237K
|
+$492
|
+2
|
+0.2%
|
|
|
2220
|
SwitchPoint Financial Planning
Lehi,
Utah
|
$237K
|
–
|
–
|
–
|
|
|
2221
|
Helen Stephens Group
Fort Worth,
Texas
|
$237K
|
+$237K
|
+964
|
New
|
|
|
2222
|
J.L. Bainbridge & Co
Sarasota,
Florida
|
$237K
|
–
|
–
|
–
|
|
|
2223
|
Tobias Financial Advisors
Plantation,
Florida
|
$237K
|
+$1.72K
|
+7
|
+0.7%
|
|
|
2224
|
Marathon Strategic Advisors
Pittsburgh,
Pennsylvania
|
$236K
|
-$738
|
-3
|
-0.3%
|
|
|
2225
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$236K
|
+$236K
|
+960
|
New
|
|
