|
201
|
Financial Plan Inc
Bellingham,
Washington
|
$254K
|
–
|
–
|
–
|
|
|
202
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$253K
|
–
|
–
|
–
|
|
|
203
|
Pennsylvania Capital Management
Huntingdon Valley,
Pennsylvania
|
$253K
|
–
|
–
|
–
|
|
|
204
|
Aull & Monroe Investment Management
Mobile,
Alabama
|
$250K
|
–
|
–
|
–
|
|
|
205
|
Oppenheimer & Co
New York
|
$243K
|
+$252K
|
+204
|
New
|
|
|
206
|
Prospera Financial Services
Dallas,
Texas
|
$243K
|
–
|
–
|
–
|
|
|
207
|
LifeSteps Financial
Claremont,
California
|
$241K
|
+$250K
|
+202
|
New
|
|
|
208
|
Balentine LLC
Atlanta,
Georgia
|
$238K
|
–
|
–
|
–
|
|
|
209
|
Steigerwald Gordon & Koch
Leesburg,
Virginia
|
$238K
|
–
|
–
|
–
|
|
|
210
|
|
$238K
|
–
|
–
|
–
|
|
|
211
|
Rosenblum Silverman Sutton
San Francisco,
California
|
$234K
|
–
|
–
|
–
|
|
|
212
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$232K
|
-$23.5K
|
-19
|
-9%
|
|
|
213
|
Topsail Wealth Management
Charlotte,
North Carolina
|
$225K
|
–
|
–
|
–
|
|
|
214
|
Northside Capital Management
Hood River,
Oregon
|
$220K
|
–
|
–
|
–
|
|
|
215
|
Argent Trust Co
Nashville,
Tennessee
|
$217K
|
–
|
–
|
–
|
|
|
216
|
Bank & Trust Company
Litchfield,
Illinois
|
$217K
|
–
|
–
|
–
|
|
|
217
|
Perigon Wealth Management
San Francisco,
California
|
$211K
|
–
|
–
|
–
|
|
|
218
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$205K
|
–
|
–
|
–
|
|
|
219
|
Romano Brothers & Co
Evanston,
Illinois
|
$203K
|
–
|
–
|
–
|
|
|
220
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$203K
|
–
|
–
|
–
|
|
|
221
|
Excalibur Management
Waltham,
Massachusetts
|
$200K
|
-$30.9K
|
-25
|
-13%
|
|
|
222
|
Bessemer Group
Woodbridge,
New Jersey
|
$197K
|
+$204K
|
+165
|
New
|
|
|
223
|
Hollencrest Capital Management
Newport Beach,
California
|
$167K
|
–
|
–
|
–
|
|
|
224
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$166K
|
–
|
–
|
–
|
|
|
225
|
AlphaCore Capital
La Jolla,
California
|
$158K
|
-$40.8K
|
-33
|
-20%
|
|
