|
901
|
Members Trust
Tampa,
Florida
|
$263K
|
+$12.5K
|
+130
|
+5%
|
|
|
902
|
Wimmer Associates 1
Pasadena,
California
|
$262K
|
+$3.38K
|
+35
|
+1%
|
|
|
903
|
1776 Wealth
Atlanta,
Georgia
|
$260K
|
–
|
–
|
–
|
|
|
904
|
Alesco Advisors
Pittsford,
New York
|
$260K
|
–
|
–
|
–
|
|
|
905
|
Minot Wealth Management
Westwood,
Massachusetts
|
$260K
|
–
|
–
|
–
|
|
|
906
|
Wealth Architects
Mountain View,
California
|
$258K
|
-$64.6K
|
-670
|
-21%
|
|
|
907
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$258K
|
–
|
–
|
–
|
|
|
908
|
Claro Advisors
Boston,
Massachusetts
|
$258K
|
+$246K
|
+2,551
|
New
|
|
|
909
|
ZWJ Investment Counsel
Atlanta,
Georgia
|
$258K
|
+$246K
|
+2,555
|
New
|
|
|
910
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$256K
|
-$26.1K
|
-271
|
-10%
|
|
|
911
|
Van Strum & Towne
San Francisco,
California
|
$256K
|
+$244K
|
+2,530
|
New
|
|
|
912
|
McMillion Capital Management
Greensboro,
North Carolina
|
$253K
|
+$1.45K
|
+15
|
+0.6%
|
|
|
913
|
Summit Trail Advisors
New York
|
$251K
|
-$320K
|
-3,321
|
-57%
|
|
|
914
|
Neuberger Berman Group
New York
|
$251K
|
-$15.2K
|
-158
|
-6%
|
|
|
915
|
Autus Asset Management
Scottsdale,
Arizona
|
$251K
|
-$11.6K
|
-120
|
-5%
|
|
|
916
|
Vivid Financial Management
Orcutt,
California
|
$251K
|
–
|
–
|
–
|
|
|
917
|
WealthPLAN Partners
Omaha,
Nebraska
|
$250K
|
-$10.5K
|
-109
|
-4%
|
|
|
918
|
Strategic Financial Partners
Bend,
Oregon
|
$249K
|
+$482
|
+5
|
+0.2%
|
|
|
919
|
Tower View Wealth Management
Shorewood,
Wisconsin
|
$245K
|
-$42.5K
|
-441
|
-15%
|
|
|
920
|
Cooper Financial Group
Irvine,
California
|
$243K
|
-$130K
|
-1,350
|
-36%
|
|
|
921
|
Ridgecrest Wealth Partners
Mill Valley,
California
|
$243K
|
+$232K
|
+2,400
|
New
|
|
|
922
|
Arcus Capital Partners
Atlanta,
Georgia
|
$241K
|
-$171K
|
-1,777
|
-43%
|
|
|
923
|
Westwood Holdings Group
Dallas,
Texas
|
$239K
|
–
|
–
|
–
|
|
|
924
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$239K
|
+$228K
|
+2,366
|
New
|
|
|
925
|
LPWM LLC
Minneapolis,
Minnesota
|
$238K
|
–
|
–
|
–
|
|
