|
1051
|
Stelac Advisory Services
New York
|
$365K
|
+$375K
|
+3,750
|
New
|
|
|
1052
|
Atlantic Edge Private Wealth Management
Jacksonville,
Florida
|
$364K
|
–
|
–
|
–
|
|
|
1053
|
Charles Schwab Trust
Henderson,
Nevada
|
$364K
|
-$7.99K
|
-80
|
-2%
|
|
|
1054
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$364K
|
–
|
–
|
–
|
|
|
1055
|
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
|
$362K
|
–
|
–
|
–
|
|
|
1056
|
Goldenstone Wealth Management
El Dorado Hills,
California
|
$361K
|
–
|
–
|
–
|
|
|
1057
|
HM Payson & Co
Portland,
Maine
|
$361K
|
–
|
–
|
–
|
|
|
1058
|
Waterfront Wealth
Overland Park,
Kansas
|
$361K
|
-$17.3K
|
-173
|
-4%
|
|
|
1059
|
|
$360K
|
+$370K
|
+3,704
|
New
|
|
|
1060
|
Granite Islands Private Wealth
Guilford,
Connecticut
|
$359K
|
-$7.89K
|
-79
|
-2%
|
|
|
1061
|
Resources Management Corp
West Hartford,
Connecticut
|
$355K
|
–
|
–
|
–
|
|
|
1062
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$355K
|
–
|
–
|
–
|
|
|
1063
|
PGIM Custom Harvest
Newark,
New Jersey
|
$354K
|
+$80K
|
+801
|
+28%
|
|
|
1064
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$352K
|
+$5.59K
|
+56
|
+2%
|
|
|
1065
|
Duncan Williams Asset Management
Memphis,
Tennessee
|
$352K
|
-$30K
|
-300
|
-8%
|
|
|
1066
|
Townsend Asset Management
Raleigh,
North Carolina
|
$352K
|
+$100
|
+1
|
+0%
|
|
|
1067
|
Kiley Juergens Wealth Management
Olympia,
Washington
|
$351K
|
+$360K
|
+3,606
|
New
|
|
|
1068
|
American Financial & Tax Strategies
New York
|
$350K
|
–
|
–
|
–
|
|
|
1069
|
Curtis Wealth Management
Henderson,
Nevada
|
$350K
|
–
|
–
|
–
|
|
|
1070
|
Poehling Capital Management
Madison,
Wisconsin
|
$349K
|
-$16.3K
|
-163
|
-4%
|
|
|
1071
|
71 West Capital Partners
Boston,
Massachusetts
|
$348K
|
+$358K
|
+3,580
|
New
|
|
|
1072
|
Crewe Advisors
Salt Lake City,
Utah
|
$345K
|
–
|
–
|
–
|
|
|
1073
|
Blue Zone Wealth Advisors
Los Angeles,
California
|
$344K
|
-$55.7K
|
-558
|
-14%
|
|
|
1074
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$343K
|
-$1.5K
|
-15
|
-0.4%
|
|
|
1075
|
Bruce G. Allen Investments
Denver,
Colorado
|
$343K
|
+$899
|
+9
|
+0.3%
|
|
