|
226
|
Spearhead Capital Advisors
Wellington,
Florida
|
$562K
|
+$10.1K
|
+59
|
+2%
|
|
|
227
|
Cheviot Value Management
Beverly Hills,
California
|
$550K
|
+$89.9K
|
+523
|
+21%
|
|
|
228
|
Advisory Services Network
Atlanta,
Georgia
|
$540K
|
+$54.2K
|
+315
|
+12%
|
|
|
229
|
Sonata Capital Group
Seattle,
Washington
|
$537K
|
+$34.4K
|
+200
|
+7%
|
|
|
230
|
AIMZ Investment Advisors
Los Altos,
California
|
$514K
|
+$84.1K
|
+489
|
+21%
|
|
|
231
|
Claraphi Advisory Network
Aliso Viejo,
United States
|
$511K
|
–
|
–
|
–
|
|
|
232
|
HM Payson & Co
Portland,
Maine
|
$509K
|
-$46.8K
|
-272
|
-9%
|
|
|
233
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$509K
|
+$335K
|
+1,950
|
+166%
|
|
|
234
|
Leavell Investment Management
Mobile,
Alabama
|
$501K
|
+$34.4K
|
+200
|
+8%
|
|
|
235
|
Stableford Capital II
Scottsdale,
Arizona
|
$497K
|
-$5.5K
|
-32
|
-1%
|
|
|
236
|
Whittier Trust
South Pasadena,
California
|
$490K
|
+$125K
|
+729
|
+37%
|
|
|
237
|
Hilton Capital Management
Garden City,
New York
|
$483K
|
-$461K
|
-2,680
|
Closed
|
|
|
238
|
FDx Advisors
Chicago,
Illinois
|
$480K
|
+$457K
|
+2,661
|
New
|
|
|
239
|
Donor Advised Charitable Giving
San Francisco,
California
|
$469K
|
–
|
–
|
–
|
|
|
240
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$469K
|
+$3.27K
|
+19
|
+0.7%
|
|
|
241
|
|
$460K
|
–
|
–
|
–
|
|
|
242
|
Marco Investment Management
Atlanta,
Georgia
|
$458K
|
–
|
–
|
–
|
|
|
243
|
Greystone Investment Management
Cincinnati,
Ohio
|
$456K
|
–
|
–
|
–
|
|
|
244
|
Private Advisory Group
Redmond,
Washington
|
$445K
|
–
|
–
|
–
|
|
|
245
|
Newport Wealth Strategies
Irvine,
California
|
$445K
|
+$460K
|
+2,673
|
New
|
|
|
246
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$443K
|
+$130K
|
+757
|
+45%
|
|
|
247
|
Brown Advisory Securities
Baltimore,
Maryland
|
$436K
|
-$9.97K
|
-58
|
-2%
|
|
|
248
|
American Portfolios Advisors
Holbrook,
New York
|
$429K
|
+$165K
|
+959
|
+68%
|
|
|
249
|
|
$424K
|
+$32.8K
|
+191
|
+9%
|
|
|
250
|
Gradient Capital Advisors
San Diego,
California
|
$423K
|
+$2.58K
|
+15
|
+0.6%
|
|
