|
1251
|
CPA Asset Management
West Palm Beach,
Florida
|
$330K
|
-$11.8K
|
-59
|
-3%
|
|
|
1252
|
Lockerman Financial Group
Newport Beach,
California
|
$325K
|
+$92K
|
+459
|
+37%
|
|
|
1253
|
Joel Isaacson & Co
New York
|
$323K
|
–
|
–
|
–
|
|
|
1254
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$322K
|
+$2.21K
|
+11
|
+0.7%
|
|
|
1255
|
Solstein Capital
Menlo Park,
California
|
$321K
|
-$5.61K
|
-28
|
-2%
|
|
|
1256
|
Intrua Financial
Houston,
Texas
|
$321K
|
+$30.3K
|
+151
|
+10%
|
|
|
1257
|
Warren Street Wealth Advisors
Newport Beach,
California
|
$320K
|
-$11K
|
-55
|
-3%
|
|
|
1258
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$319K
|
–
|
–
|
–
|
|
|
1259
|
Mosaic Advisors
Houston,
Texas
|
$318K
|
+$308K
|
+1,535
|
New
|
|
|
1260
|
Black Diamond Financial
Towson,
Maryland
|
$318K
|
+$19.6K
|
+98
|
+6%
|
|
|
1261
|
Activest Wealth Management
Aventure,
Florida
|
$318K
|
-$893K
|
-4,455
|
-73%
|
|
|
1262
|
Aventura Private Wealth
Aventura,
Florida
|
$317K
|
+$109K
|
+546
|
+49%
|
|
|
1263
|
Morton Capital Management
Calabasas,
California
|
$315K
|
+$200
|
+1
|
+0.1%
|
|
|
1264
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$314K
|
-$21K
|
-105
|
-6%
|
|
|
1265
|
Invested Advisors
State College,
Pennsylvania
|
$314K
|
-$1.2K
|
-6
|
-0.4%
|
|
|
1266
|
American Wealth Advisors
Johns Creek,
Georgia
|
$313K
|
+$601
|
+3
|
+0.2%
|
|
|
1267
|
Impact Partnership Wealth
Marietta,
Georgia
|
$312K
|
+$38.7K
|
+193
|
+13%
|
|
|
1268
|
SIMA Wealth Partners
North Chesterfield,
Virginia
|
$310K
|
–
|
–
|
–
|
|
|
1269
|
Falcon Wealth Planning
Ontario,
California
|
$310K
|
+$49.7K
|
+248
|
+18%
|
|
|
1270
|
Clear Investment Research
Alpharetta,
Georgia
|
$305K
|
-$62.9K
|
-314
|
-17%
|
|
|
1271
|
Van Diest Capital
Poly City,
Iowa
|
$304K
|
-$29.1K
|
-145
|
-8%
|
|
|
1272
|
Sterling Financial Planning
Sparta,
New Jersey
|
$304K
|
+$200
|
+1
|
+0.1%
|
|
|
1273
|
Beacon Wealthcare LLC
Raleigh,
North Carolina
|
$303K
|
–
|
–
|
–
|
|
|
1274
|
Hurlow Wealth Management Group
Bloomington,
Indiana
|
$303K
|
–
|
–
|
–
|
|
|
1275
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$303K
|
-$2.19M
|
-10,904
|
-87%
|
|
