|
3326
|
Peninsula Wealth
San Francisco,
California
|
$266K
|
+$276K
|
+1,682
|
New
|
|
|
3327
|
Schaper Benz & Wise Investment Counsel
Neenah,
Wisconsin
|
$264K
|
–
|
–
|
–
|
|
|
3328
|
Howard Capital Management
Roswell,
Georgia
|
$264K
|
+$274K
|
+1,668
|
New
|
|
|
3329
|
Capstone Investment Advisors
New York
|
$263K
|
-$1.39M
|
-8,464
|
-84%
|
|
|
3330
|
Parkside Advisors
Berkeley,
California
|
$263K
|
-$15.4K
|
-94
|
-5%
|
|
|
3331
|
Lokken Investment Group
Lewes,
Delaware
|
$262K
|
+$6.24K
|
+38
|
+2%
|
|
|
3332
|
Cribstone Capital Management
Augusta,
Maine
|
$261K
|
+$98.5K
|
+600
|
+57%
|
|
|
3333
|
Morling Financial Advisors
Fremont,
California
|
$261K
|
+$270K
|
+1,646
|
New
|
|
|
3334
|
AFG Fiduciary Services
Hingham,
Massachusetts
|
$261K
|
+$270K
|
+1,647
|
New
|
|
|
3335
|
South Shore Capital Advisors
Cohasset,
Massachusetts
|
$261K
|
+$271K
|
+1,648
|
New
|
|
|
3336
|
Petrus Trust Company
Dallas,
Texas
|
$261K
|
+$271K
|
+1,650
|
New
|
|
|
3337
|
Algert Global
San Francisco,
California
|
$260K
|
+$269K
|
+1,641
|
New
|
|
|
3338
|
Prairiewood Capital
Fargo,
North Dakota
|
$259K
|
-$27.1K
|
-165
|
-9%
|
|
|
3339
|
KFA Private Wealth Group
Tysons,
Virginia
|
$259K
|
-$7.55K
|
-46
|
-3%
|
|
|
3340
|
Stoneridge Investment Partners
Radnor,
Pennsylvania
|
$259K
|
–
|
–
|
–
|
|
|
3341
|
Camelot Portfolios
Maumee,
Ohio
|
$259K
|
+$269K
|
+1,635
|
New
|
|
|
3342
|
Burton Enright Welch
Walnut Creek,
California
|
$259K
|
+$269K
|
+1,635
|
New
|
|
|
3343
|
FWL Investment Management
Dallas,
Texas
|
$257K
|
+$266K
|
+1,621
|
New
|
|
|
3344
|
Vance Wealth
Santa Clarita,
California
|
$257K
|
+$266K
|
+1,621
|
New
|
|
|
3345
|
James Reed Financial Services
Cleveland,
Ohio
|
$257K
|
+$267K
|
+1,625
|
New
|
|
|
3346
|
H.L. Ormond & Company
Greenville,
North Carolina
|
$257K
|
+$272K
|
+1,658
|
New
|
|
|
3347
|
Disciplined Growth Investors
Minneapolis,
Minnesota
|
$255K
|
-$56.2K
|
-342
|
-18%
|
|
|
3348
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$255K
|
–
|
–
|
–
|
|
|
3349
|
NexWave Capital Partners
New York
|
$255K
|
–
|
–
|
–
|
|
|
3350
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$255K
|
+$493
|
+3
|
+0.2%
|
|
