|
951
|
Monte Financial Group
Guilford,
Connecticut
|
$255K
|
+$210K
|
+308
|
New
|
|
|
952
|
Old Port Advisors
Portland,
Maine
|
$254K
|
+$209K
|
+307
|
New
|
|
|
953
|
PDS Planning
Dublin,
Ohio
|
$253K
|
+$208K
|
+306
|
New
|
|
|
954
|
First Interstate Bank
Billings,
Montana
|
$253K
|
+$208K
|
+305
|
New
|
|
|
955
|
Regal Investment Advisors
Kentwood,
Michigan
|
$253K
|
+$208K
|
+305
|
New
|
|
|
956
|
Fortis Capital Management
Bellevue,
Washington
|
$252K
|
-$89.1K
|
-131
|
-30%
|
|
|
957
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$249K
|
-$33.3K
|
-49
|
-14%
|
|
|
958
|
JPL Wealth Management
Highlands Ranch,
Colorado
|
$249K
|
+$205K
|
+301
|
New
|
|
|
959
|
Quotient Wealth Partners
Dallas,
Texas
|
$248K
|
-$363K
|
-533
|
-64%
|
|
|
960
|
Fairfield Financial Advisors
Wellesley,
Massachusetts
|
$248K
|
+$204K
|
+300
|
New
|
|
|
961
|
Principal Street Partners
Memphis,
Tennessee
|
$248K
|
+$204K
|
+300
|
New
|
|
|
962
|
Serenus Wealth Advisors
Santa Monica,
California
|
$248K
|
+$204K
|
+300
|
New
|
|
|
963
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$245K
|
-$186K
|
-273
|
-48%
|
|
|
964
|
SJS Investment Consulting
Sylvania,
Ohio
|
$243K
|
+$21.1K
|
+31
|
+12%
|
|
|
965
|
Kercheville Advisors
San Antonio,
Texas
|
$243K
|
+$199K
|
+293
|
New
|
|
|
966
|
Silver Oak Securities
Jackson,
Tennessee
|
$243K
|
+$199K
|
+293
|
New
|
|
|
967
|
Finivi Inc
Westborough,
Massachusetts
|
$240K
|
+$197K
|
+290
|
New
|
|
|
968
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$240K
|
+$197K
|
+290
|
New
|
|
|
969
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$240K
|
+$197K
|
+290
|
New
|
|
|
970
|
Financial Management Network
Mission Viejo,
California
|
$239K
|
-$170K
|
-250
|
-45%
|
|
|
971
|
GeoWealth Management
Chicago,
Illinois
|
$238K
|
-$41.5K
|
-61
|
-17%
|
|
|
972
|
CX Institutional
Auburn,
Indiana
|
$238K
|
+$47.6K
|
+70
|
+32%
|
|
|
973
|
Meiji Yasuda Asset Management
Tokyo,
Japan
|
$238K
|
-$565K
|
-831
|
-74%
|
|
|
974
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$237K
|
-$313K
|
-460
|
-62%
|
|
|
975
|
NorthCrest Asset Manangement
Plymouth,
Minnesota
|
$236K
|
+$202K
|
+297
|
New
|
|
