|
2326
|
Klingman & Associates
New York
|
$323K
|
+$42K
|
+922
|
+15%
|
|
|
2327
|
Financial Engines Advisors
Santa Clara,
California
|
$322K
|
-$83K
|
-1,821
|
-20%
|
|
|
2328
|
Winslow Asset Management
Beachwood,
Ohio
|
$322K
|
–
|
–
|
–
|
|
|
2329
|
Planned Solutions
Folsom,
California
|
$322K
|
+$330K
|
+7,237
|
New
|
|
|
2330
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$319K
|
+$41.7K
|
+916
|
+15%
|
|
|
2331
|
Trust Company of Oklahoma
Tulsa,
Oklahoma
|
$318K
|
-$14.3K
|
-315
|
-4%
|
|
|
2332
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$318K
|
+$326K
|
+7,155
|
New
|
|
|
2333
|
Versant Capital Management
Phoenix,
Arizona
|
$318K
|
+$3.96K
|
+87
|
+1%
|
|
|
2334
|
EPG Wealth Management
Atlanta,
Georgia
|
$317K
|
+$48K
|
+1,053
|
+17%
|
|
|
2335
|
Thompson Davis & Co
Richmond,
Virginia
|
$317K
|
+$325K
|
+7,125
|
New
|
|
|
2336
|
Hummer Financial Advisory Services
Chicago,
Illinois
|
$316K
|
-$14.4K
|
-316
|
-4%
|
|
|
2337
|
Wolff Wiese Magana
Carslbad,
California
|
$316K
|
+$9.66K
|
+212
|
+3%
|
|
|
2338
|
Sandbox Financial Partners
Bethesda,
Maryland
|
$316K
|
+$68.9K
|
+1,512
|
+27%
|
|
|
2339
|
Stiles Financial Services
Edina,
Minnesota
|
$315K
|
+$323K
|
+7,091
|
New
|
|
|
2340
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$314K
|
+$85.1K
|
+1,867
|
+36%
|
|
|
2341
|
Aspire Wealth Management
Waltham,
Massachusetts
|
$313K
|
+$321K
|
+7,038
|
New
|
|
|
2342
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$313K
|
+$321K
|
+7,048
|
New
|
|
|
2343
|
Compass Financial Advisors
Fort Wayne,
Indiana
|
$312K
|
+$320K
|
+7,020
|
New
|
|
|
2344
|
Pacific Center for Financial Services
San Ramon,
California
|
$311K
|
–
|
–
|
–
|
|
|
2345
|
Noesis Capital Mangement
Boca Raton,
Florida
|
$311K
|
+$70.4K
|
+1,546
|
+28%
|
|
|
2346
|
Planning Center Inc
Moline,
Illinois
|
$311K
|
+$303K
|
+6,642
|
New
|
|
|
2347
|
|
$311K
|
+$319K
|
+6,996
|
New
|
|
|
2348
|
Enlightenment Research
Miami,
Florida
|
$309K
|
-$219K
|
-4,800
|
-80%
|
|
|
2349
|
Willow Creek Wealth Management
Sebastopol,
California
|
$309K
|
–
|
–
|
–
|
|
|
2350
|
Private Wealth Advisors (California)
Fresno,
California
|
$308K
|
-$4.15K
|
-91
|
-1%
|
|
