|
1626
|
Charles Schwab
San Francisco,
California
|
$593K
|
-$266M
|
-1,573,216
|
-100%
|
|
|
1627
|
VPR Management
Houston,
Texas
|
$592K
|
–
|
–
|
–
|
|
|
1628
|
JFG Wealth Management
Denver,
Colorado
|
$592K
|
-$22K
|
-130
|
-4%
|
|
|
1629
|
SVB Wealth
Boston,
Massachusetts
|
$591K
|
+$565K
|
+3,343
|
New
|
|
|
1630
|
Altiora Financial Group
Lebanon,
Ohio
|
$591K
|
–
|
–
|
–
|
|
|
1631
|
Capital Group Private Client Services
Los Angeles,
California
|
$590K
|
+$59.5K
|
+352
|
+12%
|
|
|
1632
|
Allen Capital Group
Grand Island,
Nebraska
|
$589K
|
+$36K
|
+213
|
+7%
|
|
|
1633
|
Legacy Private Trust
Neenah,
Wisconsin
|
$589K
|
–
|
–
|
–
|
|
|
1634
|
Samalin Investment Counsel
Chappaqua,
New York
|
$589K
|
+$165K
|
+976
|
+41%
|
|
|
1635
|
Pacific Sage Partners
Edmonds,
Washington
|
$587K
|
+$38.3K
|
+227
|
+7%
|
|
|
1636
|
Mason Investment Advisory Services
Reston,
Virginia
|
$586K
|
-$21.5K
|
-127
|
-4%
|
|
|
1637
|
Nicholson Meyer Capital Management
Kansas City,
Missouri
|
$585K
|
+$222K
|
+1,314
|
+66%
|
|
|
1638
|
Financial Gravity Companies
Lakeway,
Texas
|
$584K
|
+$558K
|
+3,306
|
New
|
|
|
1639
|
Sage Financial Management Group
Mclean,
Virginia
|
$584K
|
–
|
–
|
–
|
|
|
1640
|
Investmark Advisory Group
Shelton,
Connecticut
|
$583K
|
+$18.4K
|
+109
|
+3%
|
|
|
1641
|
Alteri Wealth
Westlake Village,
California
|
$583K
|
+$9.29K
|
+55
|
+2%
|
|
|
1642
|
Bogart Wealth LLC
Mclean,
Virginia
|
$580K
|
-$6.59K
|
-39
|
-1%
|
|
|
1643
|
Finward Bancorp
Munster,
Indiana
|
$579K
|
-$1.35K
|
-8
|
-0.2%
|
|
|
1644
|
Colony Family Offices
Charlotte,
North Carolina
|
$578K
|
–
|
–
|
–
|
|
|
1645
|
Hall Capital Management
Barrington,
Rhode Island
|
$576K
|
-$42.6K
|
-252
|
-7%
|
|
|
1646
|
Cathy Pareto & Associates
Coral Gables,
Florida
|
$574K
|
-$37.7K
|
-223
|
-6%
|
|
|
1647
|
Blue Chip Partners
Farmington Hills,
Michigan
|
$571K
|
+$96.3K
|
+570
|
+21%
|
|
|
1648
|
Waller Financial Planning Group
Columbus,
Ohio
|
$571K
|
-$42.1K
|
-249
|
-7%
|
|
|
1649
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$571K
|
-$55.7K
|
-330
|
-9%
|
|
|
1650
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$570K
|
–
|
–
|
–
|
|
