|
951
|
Perennial Advisors
New York
|
$253K
|
-$1.46M
|
-13,764
|
-85%
|
|
|
952
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$253K
|
+$262K
|
+2,462
|
New
|
|
|
953
|
Exeter Financial
Scottsdale,
Arizona
|
$251K
|
–
|
–
|
–
|
|
|
954
|
Silicon Valley Capital Partners
San Jose,
California
|
$251K
|
+$1.28K
|
+12
|
+0.5%
|
|
|
955
|
Two Sigma Securities
New York
|
$251K
|
+$260K
|
+2,448
|
New
|
|
|
956
|
Clear Creek Financial Management
Silverdale,
Washington
|
$250K
|
-$350K
|
-3,288
|
-57%
|
|
|
957
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$250K
|
–
|
–
|
–
|
|
|
958
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$249K
|
-$210K
|
-1,978
|
-45%
|
|
|
959
|
Vivaldi Capital Management
Chicago,
Illinois
|
$249K
|
-$14.7K
|
-138
|
-5%
|
|
|
960
|
Warren Street Wealth Advisors
Newport Beach,
California
|
$248K
|
-$2.34K
|
-22
|
-0.9%
|
|
|
961
|
Cardiff Park Advisors
Carlsbad,
California
|
$247K
|
-$64.7K
|
-609
|
-20%
|
|
|
962
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$246K
|
-$16.4K
|
-154
|
-6%
|
|
|
963
|
Tri-Star Advisors
Houston,
Texas
|
$244K
|
+$5.32K
|
+50
|
+2%
|
|
|
964
|
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
|
$241K
|
–
|
–
|
–
|
|
|
965
|
Lion Street Advisors
Austin,
Texas
|
$241K
|
+$250K
|
+2,349
|
New
|
|
|
966
|
Family Management
New York
|
$240K
|
–
|
–
|
–
|
|
|
967
|
Curtis Advisory Group
Santa Barbara,
California
|
$239K
|
-$1.81K
|
-17
|
-0.7%
|
|
|
968
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$239K
|
+$5.74K
|
+54
|
+2%
|
|
|
969
|
BOK Financial
Tulsa,
Oklahoma
|
$238K
|
+$246K
|
+2,318
|
New
|
|
|
970
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$233K
|
-$107K
|
-1,010
|
-31%
|
|
|
971
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$231K
|
-$328K
|
-3,089
|
-58%
|
|
|
972
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$231K
|
+$238K
|
+2,241
|
New
|
|
|
973
|
Washington Trust
Westerly,
Rhode Island
|
$230K
|
–
|
–
|
–
|
|
|
974
|
Act Wealth Management
Plano,
Texas
|
$230K
|
+$238K
|
+2,238
|
New
|
|
|
975
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$229K
|
-$7.02K
|
-66
|
-3%
|
|
