|
2151
|
Ted Buchan & Co
San Diego,
California
|
$628K
|
–
|
–
|
–
|
|
|
2152
|
PDS Planning
Dublin,
Ohio
|
$628K
|
+$25.7K
|
+60
|
+4%
|
|
|
2153
|
United Bank (Georgia)
Zebulon,
Georgia
|
$622K
|
+$600K
|
+1,400
|
New
|
|
|
2154
|
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
|
$620K
|
+$35.6K
|
+83
|
+6%
|
|
|
2155
|
Emerald Advisors
Bellevue,
Washington
|
$619K
|
+$2.14K
|
+5
|
+0.4%
|
|
|
2156
|
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
|
$618K
|
–
|
–
|
–
|
|
|
2157
|
Coastal Bridge Advisors
Westport,
Connecticut
|
$617K
|
+$31.7K
|
+74
|
+6%
|
|
|
2158
|
Arrien Investments
Boise,
Idaho
|
$615K
|
-$648K
|
-1,511
|
-52%
|
|
|
2159
|
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
|
$615K
|
-$21.4K
|
-50
|
-3%
|
|
|
2160
|
GDS Wealth Management
Flower Mound,
Texas
|
$614K
|
-$234K
|
-545
|
-28%
|
|
|
2161
|
Old North State Trust
Greensboro,
North Carolina
|
$614K
|
+$593K
|
+1,383
|
New
|
|
|
2162
|
Constant Guidance Financial
Attleboro Falls,
Massachusetts
|
$610K
|
+$50.6K
|
+118
|
+9%
|
|
|
2163
|
Continuum Wealth Advisors
Saratoga Springs,
New York
|
$607K
|
+$586K
|
+1,367
|
New
|
|
|
2164
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$607K
|
-$95.2K
|
-222
|
-14%
|
|
|
2165
|
Optimum Investment Advisors
Chicago,
Illinois
|
$606K
|
-$858
|
-2
|
-0.1%
|
|
|
2166
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$604K
|
+$4.29K
|
+10
|
+0.7%
|
|
|
2167
|
Bell Investment Advisors
Oakland,
California
|
$603K
|
+$429
|
+1
|
+0.1%
|
|
|
2168
|
American Institute for Advanced Investment Management
Scottsdale,
Arizona
|
$603K
|
+$114K
|
+265
|
+24%
|
|
|
2169
|
West Michigan Advisors
Holland,
Michigan
|
$602K
|
+$226K
|
+526
|
+63%
|
|
|
2170
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$600K
|
+$3K
|
+7
|
+0.5%
|
|
|
2171
|
First National Advisers
Omaha,
Nebraska
|
$599K
|
–
|
–
|
–
|
|
|
2172
|
Burns Matteson Capital Management
Corning,
New York
|
$598K
|
-$220K
|
-514
|
-28%
|
|
|
2173
|
Alexander Randolph Advisory
Mclean,
Virginia
|
$598K
|
+$23.6K
|
+55
|
+4%
|
|
|
2174
|
Alan N. Hoffman Investment Management
Wellesley Hills,
Massachusetts
|
$596K
|
-$4.29K
|
-10
|
-0.7%
|
|
|
2175
|
Stone Summit Wealth
Miami,
Florida
|
$596K
|
-$1.72K
|
-4
|
-0.3%
|
|
