|
1101
|
Keystone Financial Planning
Cleveland,
Ohio
|
$410K
|
–
|
–
|
–
|
|
|
1102
|
Wilson & Boucher Capital Management
Moraga,
California
|
$407K
|
-$8.59K
|
-100
|
-2%
|
|
|
1103
|
E&G Advisors
Houston,
Texas
|
$407K
|
-$8.76K
|
-102
|
-2%
|
|
|
1104
|
W.H. Cornerstone Investments
Kingston,
Massachusetts
|
$406K
|
+$24.1K
|
+280
|
+6%
|
|
|
1105
|
Resolute Advisors
San Francisco,
California
|
$405K
|
+$17.8K
|
+207
|
+4%
|
|
|
1106
|
Lokken Investment Group
Lewes,
Delaware
|
$403K
|
+$56.1K
|
+653
|
+16%
|
|
|
1107
|
Berkeley Capital Partners
Milton,
Georgia
|
$403K
|
-$4.47K
|
-52
|
-1%
|
|
|
1108
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$402K
|
–
|
–
|
–
|
|
|
1109
|
Mission Creek Capital Partners
San Francisco,
California
|
$398K
|
-$2.23K
|
-26
|
-0.5%
|
|
|
1110
|
Mason Investment Advisory Services
Reston,
Virginia
|
$398K
|
-$50.1K
|
-583
|
-11%
|
|
|
1111
|
Jones Financial Companies
Des Peres,
Missouri
|
$397K
|
-$234K
|
-2,726
|
-36%
|
|
|
1112
|
Norris Perne & French
Grand Rapids,
Michigan
|
$396K
|
+$5.58K
|
+65
|
+1%
|
|
|
1113
|
Upper Left Wealth Management
Tampa,
Florida
|
$396K
|
-$24K
|
-279
|
-6%
|
|
|
1114
|
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
|
$394K
|
+$27.5K
|
+320
|
+7%
|
|
|
1115
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$393K
|
+$2.32K
|
+27
|
+0.6%
|
|
|
1116
|
Platform Technology Partners
New York
|
$393K
|
-$39.7K
|
-462
|
-9%
|
|
|
1117
|
Moneywise Inc
Forest,
Virginia
|
$388K
|
+$6.1K
|
+71
|
+2%
|
|
|
1118
|
Rathbones Group
Liverpool,
United Kingdom
|
$388K
|
-$12.5K
|
-145
|
-3%
|
|
|
1119
|
Carmichael Hill & Associates
Gaithersburg,
Maryland
|
$387K
|
-$14.8K
|
-172
|
-4%
|
|
|
1120
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$387K
|
+$401K
|
+4,664
|
New
|
|
|
1121
|
Harbour Investment Management
Edmonds,
Washington
|
$385K
|
-$217K
|
-2,520
|
-35%
|
|
|
1122
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$385K
|
-$1.55K
|
-18
|
-0.4%
|
|
|
1123
|
McNaughton Wealth Management
San Diego,
California
|
$385K
|
–
|
–
|
–
|
|
|
1124
|
Eudaimonia Advisors
Winchester,
Tennessee
|
$383K
|
+$397K
|
+4,615
|
New
|
|
|
1125
|
Old Port Advisors
Portland,
Maine
|
$383K
|
-$47.2K
|
-549
|
-11%
|
|
