|
1301
|
Simplicity Wealth
Summit,
New Jersey
|
$243K
|
+$235K
|
+8,573
|
New
|
|
|
1302
|
Allegheny Financial Group
Pittsburgh,
Pennsylvania
|
$243K
|
-$3.29K
|
-120
|
-1%
|
|
|
1303
|
MeadowBrook Investment Advisors
Livonia,
Michigan
|
$242K
|
–
|
–
|
–
|
|
|
1304
|
|
$242K
|
-$52.1K
|
-1,903
|
-18%
|
|
|
1305
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$241K
|
+$5.56K
|
+203
|
+2%
|
|
|
1306
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
$241K
|
+$383
|
+14
|
+0.2%
|
|
|
1307
|
Athena Investment Management
Orinda,
California
|
$241K
|
-$1.92K
|
-70
|
-0.8%
|
|
|
1308
|
Childress Capital Advisors
Houston,
Texas
|
$241K
|
+$233K
|
+8,500
|
New
|
|
|
1309
|
M.E. Allison & Co
San Antonio,
Texas
|
$241K
|
-$43.8K
|
-1,600
|
-16%
|
|
|
1310
|
Banyan Capital Management
Atlanta,
Georgia
|
$241K
|
+$233K
|
+8,497
|
New
|
|
|
1311
|
True North Advisors
Dallas,
Texas
|
$239K
|
+$231K
|
+8,432
|
New
|
|
|
1312
|
W Advisors LLC
Germantown,
Tennessee
|
$238K
|
+$109
|
+4
|
+0%
|
|
|
1313
|
Tempus Wealth Planning
Irvine,
California
|
$238K
|
–
|
–
|
–
|
|
|
1314
|
Klingman & Associates
New York
|
$237K
|
+$7.36K
|
+269
|
+3%
|
|
|
1315
|
Harbour Trust & Investment Management
Michigan City,
Indiana
|
$237K
|
–
|
–
|
–
|
|
|
1316
|
|
$236K
|
+$27.4K
|
+1,000
|
+14%
|
|
|
1317
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$235K
|
-$28K
|
-1,023
|
-11%
|
|
|
1318
|
Mission Wealth Management
Santa Barbara,
California
|
$235K
|
-$3.56K
|
-130
|
-2%
|
|
|
1319
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$235K
|
+$16.6K
|
+606
|
+8%
|
|
|
1320
|
First Citizens Financial Corp
Mason City,
Iowa
|
$233K
|
+$226K
|
+8,240
|
New
|
|
|
1321
|
Chicago Capital
Chicago,
Illinois
|
$233K
|
–
|
–
|
–
|
|
|
1322
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$232K
|
–
|
–
|
–
|
|
|
1323
|
NCP Inc
La Quinta,
California
|
$232K
|
-$13.1K
|
-480
|
-6%
|
|
|
1324
|
TCTC Holdings
Dallas,
Texas
|
$230K
|
–
|
–
|
–
|
|
|
1325
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$230K
|
-$2.33M
|
-85,134
|
-91%
|
|
