|
4151
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$586K
|
+$142K
|
+212
|
+31%
|
|
|
4152
|
Financial Consulate
Hunt Valley,
Maryland
|
$586K
|
+$26.7K
|
+40
|
+5%
|
|
|
4153
|
Crosspoint Financial
Tustin,
California
|
$584K
|
–
|
–
|
–
|
|
|
4154
|
Eagle Wealth Strategies
West Deptford,
New Jersey
|
$584K
|
+$668
|
+1
|
+0.1%
|
|
|
4155
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$584K
|
–
|
–
|
–
|
|
|
4156
|
GoalFusion Wealth Management
Austin,
Texas
|
$584K
|
–
|
–
|
–
|
|
|
4157
|
Summa Corp
Tomball,
Texas
|
$584K
|
+$590K
|
+884
|
New
|
|
|
4158
|
Tranquility Partners
Brentwood,
Tennessee
|
$583K
|
-$98.2K
|
-147
|
-14%
|
|
|
4159
|
Canandaigua National Trust of Florida
Canandaigua,
New York
|
$583K
|
+$70.8K
|
+106
|
+14%
|
|
|
4160
|
|
$583K
|
+$118K
|
+177
|
+25%
|
|
|
4161
|
Broadway Wealth Solutions
San Antonio,
Texas
|
$582K
|
+$30.7K
|
+46
|
+6%
|
|
|
4162
|
LifePlan Investment Advisors
Raleigh,
North Carolina
|
$582K
|
+$17.4K
|
+26
|
+3%
|
|
|
4163
|
Hurlow Wealth Management Group
Bloomington,
Indiana
|
$581K
|
+$42.7K
|
+64
|
+8%
|
|
|
4164
|
Baring Financial
Bellingham,
Washington
|
$580K
|
+$60.8K
|
+91
|
+12%
|
|
|
4165
|
Financial Insights
Tacoma,
Washington
|
$580K
|
-$53.4K
|
-80
|
-8%
|
|
|
4166
|
Wimmer Associates 1
Pasadena,
California
|
$580K
|
+$80.1K
|
+120
|
+16%
|
|
|
4167
|
Trillium Asset Management
Boston,
Massachusetts
|
$580K
|
-$13.4K
|
-20
|
-2%
|
|
|
4168
|
Spectrum Planning & Advisory Services
San Diego,
California
|
$580K
|
–
|
–
|
–
|
|
|
4169
|
Powell Investment Advisors
Miami,
Florida
|
$578K
|
+$239K
|
+358
|
+69%
|
|
|
4170
|
Mitsubishi UFJ Morgan Stanley Securities
Tokyo,
Japan
|
$578K
|
+$585K
|
+876
|
New
|
|
|
4171
|
Eight 31 Financial
Midland,
Texas
|
$578K
|
–
|
–
|
–
|
|
|
4172
|
Duncan Williams Asset Management
Memphis,
Tennessee
|
$577K
|
+$52.8K
|
+79
|
+10%
|
|
|
4173
|
Pavion Blue Capital
Newport Beach,
California
|
$576K
|
–
|
–
|
–
|
|
|
4174
|
SFG Wealth Management
Towson,
Maryland
|
$576K
|
–
|
–
|
–
|
|
|
4175
|
|
$574K
|
–
|
–
|
–
|
|
