|
1526
|
Oakworth Capital
Birmingham,
Alabama
|
$280K
|
–
|
–
|
–
|
|
|
1527
|
CVA Family Office
Denver,
Colorado
|
$280K
|
-$10.7K
|
-246
|
-4%
|
|
|
1528
|
Capstone Wealth Management Group (Pennsylvania)
Clarks Green,
Pennsylvania
|
$279K
|
+$520
|
+12
|
+0.2%
|
|
|
1529
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$279K
|
–
|
–
|
–
|
|
|
1530
|
Sterling Group Wealth Management
Pasadena,
California
|
$279K
|
–
|
–
|
–
|
|
|
1531
|
GW & Wade
Wellesley,
Massachusetts
|
$278K
|
–
|
–
|
–
|
|
|
1532
|
Epic Trust Investment Advisors
Richland,
Washington
|
$277K
|
-$44.5K
|
-1,026
|
-15%
|
|
|
1533
|
Bailard
Foster City,
California
|
$276K
|
–
|
–
|
–
|
|
|
1534
|
West Coast Financial
Santa Barbara,
California
|
$276K
|
-$32.5K
|
-750
|
-11%
|
|
|
1535
|
Simplicity Wealth
Summit,
New Jersey
|
$273K
|
-$31K
|
-714
|
-11%
|
|
|
1536
|
GEM Asset Management
Plymouth,
Michigan
|
$272K
|
+$26.3K
|
+606
|
+12%
|
|
|
1537
|
Lederer & Associates Investment Counsel
Long Beach,
California
|
$272K
|
–
|
–
|
–
|
|
|
1538
|
Denver PWM
Denver,
Colorado
|
$271K
|
+$20.6K
|
+474
|
+9%
|
|
|
1539
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$271K
|
-$4.68K
|
-108
|
-2%
|
|
|
1540
|
WR Wealth Planners
Columbia,
Missouri
|
$271K
|
+$169K
|
+3,900
|
+212%
|
|
|
1541
|
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
|
$271K
|
+$249K
|
+5,736
|
New
|
|
|
1542
|
American Money Management
Rancho Santa Fe,
California
|
$269K
|
-$15.9K
|
-366
|
-6%
|
|
|
1543
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$269K
|
–
|
–
|
–
|
|
|
1544
|
Laurel Wealth Planning
Edina,
Minnesota
|
$268K
|
–
|
–
|
–
|
|
|
1545
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$268K
|
+$246K
|
+5,676
|
New
|
|
|
1546
|
Keel Point
Huntsville,
Alabama
|
$267K
|
-$33.6K
|
-774
|
-12%
|
|
|
1547
|
Moneywise Inc
Forest,
Virginia
|
$267K
|
+$260
|
+6
|
+0.1%
|
|
|
1548
|
Calamos Wealth Management
Naperville,
Illinois
|
$267K
|
+$245K
|
+5,652
|
New
|
|
|
1549
|
|
$266K
|
+$67.9K
|
+1,566
|
+38%
|
|
|
1550
|
Facet Wealth Inc
Baltimore,
Maryland
|
$264K
|
-$183K
|
-4,224
|
-43%
|
|
