|
301
|
Tortoise Investment Management
White Plains,
New York
|
$259K
|
–
|
–
|
–
|
|
|
302
|
Windsor Wealth Management
Indianapolis,
Indiana
|
$251K
|
–
|
–
|
–
|
|
|
303
|
Montag & Associates
Atlanta,
Georgia
|
$249K
|
+$25.6K
|
+531
|
+12%
|
|
|
304
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$248K
|
-$483K
|
-10,032
|
-66%
|
|
|
305
|
Wealthspire Advisors (New York)
New York
|
$247K
|
–
|
–
|
–
|
|
|
306
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$243K
|
–
|
–
|
–
|
|
|
307
|
Level Four Advisory Services
Dallas,
Texas
|
$243K
|
–
|
–
|
–
|
|
|
308
|
|
$242K
|
+$239K
|
+4,961
|
New
|
|
|
309
|
EPIQ Partners
Minneapolis,
Minnesota
|
$237K
|
+$234K
|
+4,850
|
New
|
|
|
310
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$236K
|
–
|
–
|
–
|
|
|
311
|
|
$236K
|
-$33.3K
|
-691
|
-13%
|
|
|
312
|
Frank Rimerman Advisors
Palo Alto,
California
|
$236K
|
–
|
–
|
–
|
|
|
313
|
WealthShield Partners
Cary,
North Carolina
|
$232K
|
-$1.64K
|
-34
|
-0.7%
|
|
|
314
|
Security National Bank
Omaha,
Nebraska
|
$231K
|
+$228K
|
+4,739
|
New
|
|
|
315
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$231K
|
+$228K
|
+4,732
|
New
|
|
|
316
|
Westwind Capital
Las Cruces,
New Mexico
|
$230K
|
-$1.59K
|
-33
|
-0.7%
|
|
|
317
|
Bensler
Bellevue,
Washington
|
$228K
|
–
|
–
|
–
|
|
|
318
|
Aspiriant LLC
Los Angeles,
California
|
$228K
|
–
|
–
|
–
|
|
|
319
|
Valmark Advisers
Akron,
Ohio
|
$226K
|
+$224K
|
+4,642
|
New
|
|
|
320
|
Guidance Point Advisors
Wellesley,
Massachusetts
|
$225K
|
+$7.22K
|
+150
|
+3%
|
|
|
321
|
Lodestar Private Asset Management
Alamo,
California
|
$220K
|
–
|
–
|
–
|
|
|
322
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$219K
|
+$2.22K
|
+46
|
+1%
|
|
|
323
|
NovaPoint Capital
Atlanta,
Georgia
|
$216K
|
–
|
–
|
–
|
|
|
324
|
Cozad Asset Management
Champaign,
Illinois
|
$215K
|
+$213K
|
+4,412
|
New
|
|
|
325
|
Operose Advisors
Milwaukee,
Wisconsin
|
$213K
|
–
|
–
|
–
|
|
