|
1351
|
Beta Wealth Group
San Diego,
California
|
$240K
|
+$199K
|
+1,800
|
New
|
|
|
1352
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$240K
|
+$199K
|
+1,800
|
New
|
|
|
1353
|
Harvest Investment Services
Oakbrook Terrace,
Illinois
|
$239K
|
+$197K
|
+1,790
|
New
|
|
|
1354
|
Valeo Financial Advisors
Carmel,
Indiana
|
$236K
|
-$131K
|
-1,185
|
-40%
|
|
|
1355
|
Birchcreek Wealth Management
Miami Township,
Ohio
|
$236K
|
–
|
–
|
–
|
|
|
1356
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$236K
|
+$194K
|
+1,763
|
New
|
|
|
1357
|
Parsons Capital Management
Providence,
Rhode Island
|
$234K
|
+$193K
|
+1,750
|
New
|
|
|
1358
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$233K
|
+$193K
|
+1,748
|
New
|
|
|
1359
|
RMR Wealth Builders
Montclair,
New Jersey
|
$231K
|
+$128K
|
+1,164
|
+206%
|
|
|
1360
|
Edgestream Partners
Princeton,
New Jersey
|
$231K
|
+$191K
|
+1,729
|
New
|
|
|
1361
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$231K
|
+$191K
|
+1,730
|
New
|
|
|
1362
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$229K
|
+$54.6K
|
+495
|
+41%
|
|
|
1363
|
SlateStone Wealth
Jupiter,
Florida
|
$228K
|
+$188K
|
+1,703
|
New
|
|
|
1364
|
|
$226K
|
+$186K
|
+1,689
|
New
|
|
|
1365
|
PDS Planning
Dublin,
Ohio
|
$226K
|
+$186K
|
+1,690
|
New
|
|
|
1366
|
PFG Advisors
Phoenix,
Arizona
|
$225K
|
+$186K
|
+1,687
|
New
|
|
|
1367
|
Concord Wealth Partners
Abingdon,
Virginia
|
$224K
|
+$158K
|
+1,434
|
+600%
|
|
|
1368
|
Biltmore Capital Advisors
Princeton,
New Jersey
|
$224K
|
+$185K
|
+1,673
|
New
|
|
|
1369
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$223K
|
+$176K
|
+1,600
|
New
|
|
|
1370
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$220K
|
+$181K
|
+1,645
|
New
|
|
|
1371
|
Harrell Investment Partners
Austin,
Texas
|
$220K
|
+$182K
|
+1,650
|
New
|
|
|
1372
|
Little House Capital
Braintree,
Massachusetts
|
$220K
|
+$182K
|
+1,650
|
New
|
|
|
1373
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$219K
|
-$8.66M
|
-78,545
|
-98%
|
|
|
1374
|
Intrua Financial
Houston,
Texas
|
$219K
|
+$177K
|
+1,604
|
New
|
|
|
1375
|
Bristlecone Advisors
Bellevue,
Washington
|
$218K
|
+$180K
|
+1,629
|
New
|
|
