|
1401
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$377K
|
+$29.4K
|
+212
|
+9%
|
|
|
1402
|
Aristotle Capital Management
Los Angeles,
California
|
$375K
|
-$234K
|
-1,684
|
-39%
|
|
|
1403
|
Legacy Financial Advisors
Covington,
Kentucky
|
$374K
|
-$168K
|
-1,212
|
-32%
|
|
|
1404
|
Calamos Wealth Management
Naperville,
Illinois
|
$374K
|
+$9.58K
|
+69
|
+3%
|
|
|
1405
|
R.M. Davis Inc
Portland,
Maine
|
$374K
|
-$14.4K
|
-104
|
-4%
|
|
|
1406
|
Telos Capital Management
San Diego,
California
|
$371K
|
-$21.4K
|
-154
|
-6%
|
|
|
1407
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$371K
|
-$77.4K
|
-557
|
-18%
|
|
|
1408
|
Kingswood Wealth Advisors
San Diego,
California
|
$369K
|
+$361K
|
+2,599
|
New
|
|
|
1409
|
180 Wealth Advisors
Federal Way,
Washington
|
$369K
|
-$4.17K
|
-30
|
-1%
|
|
|
1410
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$368K
|
-$111K
|
-800
|
-24%
|
|
|
1411
|
Massachusetts Financial Services
Boston,
Massachusetts
|
$367K
|
-$25.8K
|
-186
|
-7%
|
|
|
1412
|
Meeder Advisory Services
Dublin,
Ohio
|
$365K
|
+$54.9K
|
+395
|
+18%
|
|
|
1413
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$362K
|
-$39.3K
|
-283
|
-10%
|
|
|
1414
|
VitalStone Financial
Shavano Park,
Texas
|
$361K
|
+$278
|
+2
|
+0.1%
|
|
|
1415
|
Asset Allocation Strategies
Farmington,
Michigan
|
$361K
|
+$353K
|
+2,540
|
New
|
|
|
1416
|
McDonald Partners
Cleveland,
Ohio
|
$361K
|
–
|
–
|
–
|
|
|
1417
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$361K
|
+$353K
|
+2,539
|
New
|
|
|
1418
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$361K
|
+$13.2K
|
+95
|
+4%
|
|
|
1419
|
Fiduciary Group
Savannah,
Georgia
|
$360K
|
-$3.89K
|
-28
|
-1%
|
|
|
1420
|
LexAurum Advisors
Overland Park,
Kansas
|
$359K
|
-$26.3K
|
-189
|
-7%
|
|
|
1421
|
Red Spruce Capital
Berwyn,
Pennsylvania
|
$357K
|
-$255K
|
-1,836
|
-42%
|
|
|
1422
|
Armstrong Advisory Group
Needham,
Massachusetts
|
$356K
|
-$51.5K
|
-371
|
-13%
|
|
|
1423
|
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
|
$355K
|
–
|
–
|
–
|
|
|
1424
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$355K
|
+$25.1K
|
+181
|
+8%
|
|
|
1425
|
FWL Investment Management
Dallas,
Texas
|
$353K
|
-$972
|
-7
|
-0.3%
|
|
