|
1501
|
Fiduciary Trust
Boston,
Massachusetts
|
$242K
|
-$13.5K
|
-348
|
-6%
|
|
|
1502
|
LifePro Asset Management
San Diego,
California
|
$242K
|
+$9.57K
|
+246
|
+4%
|
|
|
1503
|
CIC Wealth
Rockville,
Maryland
|
$242K
|
-$26.4K
|
-678
|
-10%
|
|
|
1504
|
Beacon Financial Planning
Hyannis,
Massachusetts
|
$241K
|
+$226K
|
+5,802
|
New
|
|
|
1505
|
Strategy Asset Managers
Pasadena,
California
|
$239K
|
–
|
–
|
–
|
|
|
1506
|
Lederer & Associates Investment Counsel
Long Beach,
California
|
$239K
|
–
|
–
|
–
|
|
|
1507
|
Greenspring Advisors
Towson,
Maryland
|
$239K
|
–
|
–
|
–
|
|
|
1508
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$237K
|
–
|
–
|
–
|
|
|
1509
|
Laurel Wealth Planning
Edina,
Minnesota
|
$236K
|
–
|
–
|
–
|
|
|
1510
|
Worth Asset Management
Dallas,
Texas
|
$235K
|
+$220K
|
+5,658
|
New
|
|
|
1511
|
Moneywise Inc
Forest,
Virginia
|
$235K
|
+$467
|
+12
|
+0.2%
|
|
|
1512
|
Brand Asset Management Group
Chesterfield,
Missouri
|
$234K
|
-$82.8K
|
-2,130
|
-27%
|
|
|
1513
|
Aspen Wealth Strategies
Arvada,
Colorado
|
$234K
|
-$2.8K
|
-72
|
-1%
|
|
|
1514
|
Community Bank
Dewitt,
New York
|
$233K
|
–
|
–
|
–
|
|
|
1515
|
Charles Schwab
San Francisco,
California
|
$233K
|
-$192K
|
-4,938
|
-47%
|
|
|
1516
|
|
$232K
|
+$217K
|
+5,580
|
New
|
|
|
1517
|
Summit X LLC
Chesterfield,
Missouri
|
$232K
|
+$217K
|
+5,574
|
New
|
|
|
1518
|
Appleton Partners
Boston,
Massachusetts
|
$231K
|
-$51.3K
|
-1,320
|
-19%
|
|
|
1519
|
Bank of Stockton
Stockton,
California
|
$231K
|
+$216K
|
+5,550
|
New
|
|
|
1520
|
Albion Financial Group
Salt Lake City,
Utah
|
$230K
|
-$192K
|
-4,926
|
-47%
|
|
|
1521
|
Day & Ennis
Macon,
Georgia
|
$230K
|
+$215K
|
+5,532
|
New
|
|
|
1522
|
Halpern Financial
Ashburn,
Virginia
|
$229K
|
+$43.2K
|
+1,110
|
+25%
|
|
|
1523
|
Forbes Financial Planning
East Greenwich,
Rhode Island
|
$228K
|
+$213K
|
+5,484
|
New
|
|
|
1524
|
JDM Financial Group
Austin,
Texas
|
$227K
|
–
|
–
|
–
|
|
|
1525
|
Weitzel Financial Services
Dubuque,
Iowa
|
$227K
|
+$213K
|
+5,466
|
New
|
|
