|
2276
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$328K
|
+$40.1K
|
+1,930
|
+14%
|
|
|
2277
|
Wealthstreet Investment Advisors
Dallas,
Texas
|
$327K
|
-$1.08M
|
-51,880
|
-77%
|
|
|
2278
|
Sunesis Advisors
Overland Park,
Kansas
|
$327K
|
–
|
–
|
–
|
|
|
2279
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$327K
|
+$327K
|
+15,770
|
New
|
|
|
2280
|
Core Wealth Advisors (Florida)
Lakeland,
Florida
|
$324K
|
+$133K
|
+6,390
|
+69%
|
|
|
2281
|
|
$323K
|
-$80.6K
|
-3,880
|
-20%
|
|
|
2282
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$322K
|
-$55.6K
|
-2,680
|
-15%
|
|
|
2283
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
$321K
|
–
|
–
|
–
|
|
|
2284
|
Barber Financial Group
Lenexa,
Kansas
|
$321K
|
+$322K
|
+15,510
|
New
|
|
|
2285
|
Bourne Lent Asset Management
Pawling,
New York
|
$320K
|
–
|
–
|
–
|
|
|
2286
|
Richard P. Slaughter Associates
Austin,
Texas
|
$319K
|
–
|
–
|
–
|
|
|
2287
|
Carlson Capital Management
Northfield,
Minnesota
|
$318K
|
+$73.3K
|
+3,530
|
+30%
|
|
|
2288
|
Van Leeuwen & Company
Princeton,
New Jersey
|
$316K
|
+$316K
|
+15,240
|
New
|
|
|
2289
|
Lipe & Dalton
Syracuse,
New York
|
$315K
|
–
|
–
|
–
|
|
|
2290
|
Augustine Asset Management
Jacksonville,
Florida
|
$315K
|
+$36.8K
|
+1,770
|
+13%
|
|
|
2291
|
Elgethun Capital Management
Sioux Falls,
South Dakota
|
$314K
|
-$71.8K
|
-3,460
|
-19%
|
|
|
2292
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
$314K
|
+$35.1K
|
+1,690
|
+13%
|
|
|
2293
|
Aureus Asset Management
Boston,
Massachusetts
|
$313K
|
+$6.23K
|
+300
|
+2%
|
|
|
2294
|
Tarbox Family Office
Newport Beach,
California
|
$313K
|
+$8.31K
|
+400
|
+3%
|
|
|
2295
|
Relyea Zuckerberg Hanson
Stamford,
Connecticut
|
$313K
|
+$314K
|
+15,100
|
New
|
|
|
2296
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$312K
|
-$833K
|
-40,130
|
-75%
|
|
|
2297
|
Bridge Advisory
Pasadena,
California
|
$312K
|
-$1.66K
|
-80
|
-0.5%
|
|
|
2298
|
HYA Advisors
Springfield,
Missouri
|
$312K
|
–
|
–
|
–
|
|
|
2299
|
Jones Financial Companies
Des Peres,
Missouri
|
$308K
|
-$10.4K
|
-500
|
-3%
|
|
|
2300
|
Monterey Private Wealth
Monterey,
California
|
$308K
|
+$53.2K
|
+2,560
|
+21%
|
|
