|
1826
|
|
$228K
|
-$6.92M
|
-143,370
|
-97%
|
|
|
1827
|
Quantitative Strategies
Calabasas,
California
|
$228K
|
-$14.5K
|
-300
|
-6%
|
|
|
1828
|
Howe & Rusling
Rochester,
New York
|
$228K
|
+$183K
|
+3,798
|
+633%
|
|
|
1829
|
ARS Wealth Advisors Group
St. Petersburg,
Florida
|
$227K
|
-$58.8K
|
-1,218
|
-22%
|
|
|
1830
|
Lazari Capital Management
Woodland Hills,
California
|
$227K
|
+$211K
|
+4,374
|
New
|
|
|
1831
|
Exchange Bank
Santa Rosa,
California
|
$226K
|
+$211K
|
+4,368
|
New
|
|
|
1832
|
Widmann Financial Services
Bowie,
Maryland
|
$224K
|
+$209K
|
+4,332
|
New
|
|
|
1833
|
Safeguard Investment Advisory Group
Corona,
California
|
$224K
|
+$209K
|
+4,332
|
New
|
|
|
1834
|
LBJ Family Wealth Advisors
Austin,
Texas
|
$224K
|
-$17.7K
|
-366
|
-8%
|
|
|
1835
|
Philip James Wealth Mangement
Milton,
Georgia
|
$223K
|
+$208K
|
+4,308
|
New
|
|
|
1836
|
Wiser Wealth Management
Marietta,
Georgia
|
$222K
|
–
|
–
|
–
|
|
|
1837
|
RiverFront Investment Group
Richmond,
Virginia
|
$221K
|
+$206K
|
+4,272
|
New
|
|
|
1838
|
WorthPointe
La Jolla,
California
|
$221K
|
+$206K
|
+4,272
|
New
|
|
|
1839
|
Essex LLC
Deer Park,
Illinois
|
$221K
|
+$206K
|
+4,260
|
New
|
|
|
1840
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$219K
|
+$204K
|
+4,230
|
New
|
|
|
1841
|
Tolleson Wealth Management
Dallas,
Texas
|
$219K
|
+$204K
|
+4,230
|
New
|
|
|
1842
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$219K
|
+$204K
|
+4,236
|
New
|
|
|
1843
|
Gunn & Company Investment Management
Jacksonville,
Florida
|
$219K
|
+$204K
|
+4,236
|
New
|
|
|
1844
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
$219K
|
+$204K
|
+4,224
|
New
|
|
|
1845
|
Capital Market Strategies
Palm Beach Gardens,
Florida
|
$217K
|
+$202K
|
+4,182
|
New
|
|
|
1846
|
LGL Partners
Philadelphia,
Pennsylvania
|
$216K
|
+$202K
|
+4,176
|
New
|
|
|
1847
|
HM Payson & Co
Portland,
Maine
|
$216K
|
-$869
|
-18
|
-0.4%
|
|
|
1848
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$215K
|
+$200K
|
+4,146
|
New
|
|
|
1849
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$215K
|
+$200K
|
+4,146
|
New
|
|
|
1850
|
My Personal CFO LLC
Vancouver,
Washington
|
$215K
|
+$200K
|
+4,146
|
New
|
|
