|
951
|
Personal CFO Solutions
Chester,
New Jersey
|
$215K
|
+$241K
|
+878
|
New
|
|
|
952
|
Legacy Wealth Management (Mississippi)
Ridgeland,
Mississippi
|
$214K
|
–
|
–
|
–
|
|
|
953
|
Enlightenment Research
Miami,
Florida
|
$213K
|
+$219K
|
+800
|
New
|
|
|
954
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$212K
|
+$237K
|
+865
|
New
|
|
|
955
|
Capital One Financial
Mclean,
Virginia
|
$212K
|
+$238K
|
+867
|
New
|
|
|
956
|
Versant Capital Management
Phoenix,
Arizona
|
$211K
|
–
|
–
|
–
|
|
|
957
|
Security National Trust
Wheeling,
West Virginia
|
$208K
|
-$18.4K
|
-67
|
-7%
|
|
|
958
|
Violich Capital Management
San Francisco,
California
|
$208K
|
-$13.7K
|
-50
|
-6%
|
|
|
959
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$207K
|
-$8.23K
|
-30
|
-3%
|
|
|
960
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$207K
|
+$36.5K
|
+133
|
+19%
|
|
|
961
|
Fosun International
Hong Kong,
China
|
$207K
|
+$230K
|
+840
|
New
|
|
|
962
|
Atlas Private Wealth Management
Albany,
New York
|
$206K
|
+$231K
|
+842
|
New
|
|
|
963
|
Arax Advisory Partners
Denver,
Colorado
|
$205K
|
-$39.8K
|
-145
|
-15%
|
|
|
964
|
Matthew Goff Investment Advisor
Houston,
Texas
|
$205K
|
–
|
–
|
–
|
|
|
965
|
Highland Private Wealth Management
Bellevue,
Washington
|
$205K
|
+$11K
|
+40
|
+5%
|
|
|
966
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$205K
|
+$230K
|
+838
|
New
|
|
|
967
|
Relyea Zuckerberg Hanson
Stamford,
Connecticut
|
$203K
|
+$7.68K
|
+28
|
+4%
|
|
|
968
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$201K
|
+$225K
|
+819
|
New
|
|
|
969
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$198K
|
-$234K
|
-852
|
-51%
|
|
|
970
|
Brewin Dolphin Wealth Management
Conskleagh, Dublin,
Ireland
|
$196K
|
–
|
–
|
–
|
|
|
971
|
Enterprise Trust & Investment
Los Gatos,
California
|
$196K
|
-$54.9K
|
-200
|
-20%
|
|
|
972
|
Truehand Inc
Strafford,
New Hampshire
|
$196K
|
–
|
–
|
–
|
|
|
973
|
Trust Company
Manhattan,
Kansas
|
$196K
|
–
|
–
|
–
|
|
|
974
|
Capital Bank & Trust
Irvine,
California
|
$187K
|
-$4.39K
|
-16
|
-2%
|
|
|
975
|
Horizon Bancorp
Michigan City,
Indiana
|
$181K
|
-$56.2K
|
-205
|
-22%
|
|
