|
1476
|
Jacobsen Capital Management
Salt Lake City,
Utah
|
$254K
|
+$959
|
+10
|
+0.4%
|
|
|
1477
|
Advisor OS
Chicago,
Illinois
|
$254K
|
+$959
|
+10
|
+0.4%
|
|
|
1478
|
Avidian Wealth Enterprises
Houston,
Texas
|
$254K
|
+$228K
|
+2,380
|
New
|
|
|
1479
|
Ballast Advisors
Woodbury,
Minnesota
|
$253K
|
–
|
–
|
–
|
|
|
1480
|
Plancorp LLC
Saint Louis,
Missouri
|
$251K
|
+$7.67K
|
+80
|
+4%
|
|
|
1481
|
Logan Capital Management
Newtown Square,
Pennsylvania
|
$250K
|
–
|
–
|
–
|
|
|
1482
|
Somerset Trust
Somerset,
Pennsylvania
|
$250K
|
+$24K
|
+250
|
+12%
|
|
|
1483
|
Evermay Wealth Management
Arlington,
Virginia
|
$249K
|
–
|
–
|
–
|
|
|
1484
|
Cannell & Spears
New York
|
$249K
|
–
|
–
|
–
|
|
|
1485
|
Wealth Management Associates
Cherry Hill,
New Jersey
|
$249K
|
–
|
–
|
–
|
|
|
1486
|
Garrison Asset Management
Fayetteville,
Arkansas
|
$247K
|
–
|
–
|
–
|
|
|
1487
|
Savvy Advisors Inc
New York
|
$245K
|
+$221K
|
+2,300
|
New
|
|
|
1488
|
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
$243K
|
+$6.71K
|
+70
|
+3%
|
|
|
1489
|
First American Trust
Santa Ana,
California
|
$243K
|
-$132K
|
-1,380
|
-38%
|
|
|
1490
|
Golden State Equity Partners
South Coast Metro,
California
|
$243K
|
+$219K
|
+2,280
|
New
|
|
|
1491
|
One Capital Management
Westlake Village,
California
|
$243K
|
+$4.79K
|
+50
|
+2%
|
|
|
1492
|
Main Street Research
Lakeville,
Connecticut
|
$241K
|
-$14.4K
|
-150
|
-6%
|
|
|
1493
|
GQG Partners
Ft. Lauderdale,
Florida
|
$241K
|
-$2.07B
|
-21,558,500
|
-100%
|
|
|
1494
|
First County Bank
Stamford,
Connecticut
|
$240K
|
+$1.92K
|
+20
|
+0.9%
|
|
|
1495
|
Crestmont Private Wealth
Houston,
Texas
|
$237K
|
+$214K
|
+2,230
|
New
|
|
|
1496
|
Highland Capital Management (Tennessee)
Memphis,
Tennessee
|
$237K
|
+$214K
|
+2,230
|
New
|
|
|
1497
|
Sterling Financial Planning
Sparta,
New Jersey
|
$236K
|
–
|
–
|
–
|
|
|
1498
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$236K
|
+$10.6K
|
+110
|
+5%
|
|
|
1499
|
Breakwater Capital Group
Paramus,
New Jersey
|
$235K
|
-$38.4K
|
-400
|
-15%
|
|
|
1500
|
SSI Investment Management
Los Angeles,
California
|
$235K
|
–
|
–
|
–
|
|
