|
1026
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$302K
|
-$60.2K
|
-1,080
|
-18%
|
|
|
1027
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$302K
|
+$278K
|
+4,984
|
New
|
|
|
1028
|
MONECO Advisors
Fairfield,
Connecticut
|
$301K
|
+$18.7K
|
+336
|
+7%
|
|
|
1029
|
Lesa Sroufe & Co
Seattle,
Washington
|
$300K
|
–
|
–
|
–
|
|
|
1030
|
Trek Financial
Scottsdale,
Arizona
|
$300K
|
-$103K
|
-1,848
|
-27%
|
|
|
1031
|
Quadcap Wealth Management
Frisco,
Texas
|
$299K
|
+$276K
|
+4,952
|
New
|
|
|
1032
|
Modern Wealth Management
Lenexa,
Kansas
|
$299K
|
+$275K
|
+4,944
|
New
|
|
|
1033
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$299K
|
+$275K
|
+4,936
|
New
|
|
|
1034
|
United Community Bank
Greenville,
South Carolina
|
$298K
|
–
|
–
|
–
|
|
|
1035
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$297K
|
-$24.1K
|
-432
|
-8%
|
|
|
1036
|
Elm Partners Management
Philadelphia,
Pennsylvania
|
$297K
|
+$273K
|
+4,904
|
New
|
|
|
1037
|
SP Asset Management
Cupertino,
California
|
$295K
|
+$891
|
+16
|
+0.3%
|
|
|
1038
|
Webster Bank
Waterbury,
Connecticut
|
$293K
|
+$178K
|
+3,200
|
+195%
|
|
|
1039
|
Van Strum & Towne
San Francisco,
California
|
$292K
|
–
|
–
|
–
|
|
|
1040
|
Caldwell Trust
Venice,
Florida
|
$290K
|
–
|
–
|
–
|
|
|
1041
|
Cassady Schiller Wealth Management
Cincinnati,
Ohio
|
$290K
|
–
|
–
|
–
|
|
|
1042
|
Financial Advisors
Andover,
Massachusetts
|
$290K
|
–
|
–
|
–
|
|
|
1043
|
Investment Advisory Services
The Woodlands,
Texas
|
$290K
|
–
|
–
|
–
|
|
|
1044
|
Liberty Capital Management
Birmingham,
Michigan
|
$290K
|
–
|
–
|
–
|
|
|
1045
|
Terra Nova Asset Management
New York
|
$290K
|
–
|
–
|
–
|
|
|
1046
|
WesBanco Bank
Wheeling,
West Virginia
|
$290K
|
–
|
–
|
–
|
|
|
1047
|
Soltis Investment Advisors
St. George,
Utah
|
$289K
|
-$94K
|
-1,688
|
-26%
|
|
|
1048
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$287K
|
-$61.1K
|
-1,096
|
-19%
|
|
|
1049
|
|
$287K
|
+$264K
|
+4,736
|
New
|
|
|
1050
|
World Equity Group
Schaumburg,
Illinois
|
$287K
|
-$8.47K
|
-152
|
-3%
|
|
