|
1326
|
TD Private Client Wealth
New York
|
$242K
|
+$12.5K
|
+96
|
+6%
|
|
|
1327
|
Osborne Partners Capital Management
San Francisco,
California
|
$242K
|
–
|
–
|
–
|
|
|
1328
|
Collective Family Office
York,
Pennsylvania
|
$242K
|
+$231K
|
+1,775
|
New
|
|
|
1329
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$240K
|
+$229K
|
+1,760
|
New
|
|
|
1330
|
Davidson Trust Company
Seattle,
Washington
|
$239K
|
–
|
–
|
–
|
|
|
1331
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$239K
|
+$228K
|
+1,756
|
New
|
|
|
1332
|
Gainplan
Bloomfield Hills,
Michigan
|
$239K
|
-$148K
|
-1,134
|
-39%
|
|
|
1333
|
Rockbridge Investment Management
Syracuse,
New York
|
$238K
|
–
|
–
|
–
|
|
|
1334
|
Obsidian Personal Planning Solutions
Rockville,
Maryland
|
$237K
|
–
|
–
|
–
|
|
|
1335
|
Clifford Group
Wayland,
Massachusetts
|
$237K
|
-$803K
|
-6,175
|
-78%
|
|
|
1336
|
Elevation Wealth Partners
Santa Rosa,
California
|
$236K
|
+$177K
|
+1,360
|
+287%
|
|
|
1337
|
Autumn Glory Partners
Dallas,
Texas
|
$235K
|
+$12.2K
|
+94
|
+6%
|
|
|
1338
|
Evergreen Capital Management
Bellevue,
Washington
|
$234K
|
–
|
–
|
–
|
|
|
1339
|
Sovereign Financial Group
Stamford,
Connecticut
|
$234K
|
-$1.3K
|
-10
|
-0.6%
|
|
|
1340
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$234K
|
+$223K
|
+1,713
|
New
|
|
|
1341
|
MCF Advisors
Covington,
Kentucky
|
$234K
|
+$130
|
+1
|
+0.1%
|
|
|
1342
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$232K
|
–
|
–
|
–
|
|
|
1343
|
Oak Family Advisors
Chicago,
Illinois
|
$232K
|
+$221K
|
+1,700
|
New
|
|
|
1344
|
Farmers Trust Company
Youngstown,
Ohio
|
$231K
|
-$4.13M
|
-31,763
|
-95%
|
|
|
1345
|
Fiduciary Family Office
Boca Raton,
Florida
|
$230K
|
+$220K
|
+1,688
|
New
|
|
|
1346
|
First Command Advisory Services
Fort Worth,
Texas
|
$230K
|
+$3.77K
|
+29
|
+2%
|
|
|
1347
|
Altus Wealth Group
Colorado Springs,
Colorado
|
$230K
|
+$219K
|
+1,685
|
New
|
|
|
1348
|
Summit Place Financial Advisors
Summit,
New Jersey
|
$230K
|
-$78.8K
|
-606
|
-26%
|
|
|
1349
|
Gold Investment Management
Edmonton,
Alberta, Canada
|
$229K
|
+$218K
|
+1,677
|
New
|
|
|
1350
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$228K
|
–
|
–
|
–
|
|
