|
226
|
Safe Harbor Wealth Advisors
Dublin,
Ohio
|
$547K
|
+$541K
|
+4,732
|
New
|
|
|
227
|
E6 Portfolios
Midvale,
Utah
|
$525K
|
+$521K
|
+4,558
|
New
|
|
|
228
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$507K
|
–
|
–
|
–
|
|
|
229
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$502K
|
-$27.2K
|
-238
|
-5%
|
|
|
230
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$482K
|
–
|
–
|
–
|
|
|
231
|
Luminist Capital
Grand Rapids,
Michigan
|
$474K
|
+$410K
|
+3,582
|
+673%
|
|
|
232
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
$466K
|
–
|
–
|
–
|
|
|
233
|
Relyea Zuckerberg Hanson
Stamford,
Connecticut
|
$465K
|
+$162K
|
+1,417
|
+54%
|
|
|
234
|
Paladin Wealth
Arden Hills,
Minnesota
|
$456K
|
+$154K
|
+1,348
|
+52%
|
|
|
235
|
SteelPeak Wealth
Woodland Hills,
California
|
$449K
|
-$404K
|
-3,529
|
-48%
|
|
|
236
|
Forum Financial Management
Lombard,
Illinois
|
$434K
|
–
|
–
|
–
|
|
|
237
|
Sovran Advisors
San Diego,
California
|
$421K
|
-$92.9K
|
-812
|
-18%
|
|
|
238
|
McMill Wealth Management
Norfolk,
Nebraska
|
$421K
|
+$2.29K
|
+20
|
+0.5%
|
|
|
239
|
Creative Planning
Overland Park,
Kansas
|
$416K
|
+$414K
|
+3,615
|
New
|
|
|
240
|
L.K. Benson & Company
Baltimore,
Maryland
|
$415K
|
+$458
|
+4
|
+0.1%
|
|
|
241
|
Yoder Wealth Management
Walnut Creek,
California
|
$414K
|
+$412K
|
+3,600
|
New
|
|
|
242
|
ZEGA Investments
Palm Beach Gardens,
Florida
|
$411K
|
-$44.8K
|
-392
|
-10%
|
|
|
243
|
Silver Oak Securities
Jackson,
Tennessee
|
$406K
|
+$39.9K
|
+349
|
+11%
|
|
|
244
|
Perigon Wealth Management
San Francisco,
California
|
$404K
|
+$402K
|
+3,511
|
New
|
|
|
245
|
Condor Capital Management
Martinsville,
New Jersey
|
$376K
|
–
|
–
|
–
|
|
|
246
|
Atomi Financial Group
New York
|
$365K
|
+$96K
|
+839
|
+36%
|
|
|
247
|
Lavaca Capital
Houston,
Texas
|
$358K
|
-$23.9K
|
-209
|
-6%
|
|
|
248
|
KKM Financial
Chicago,
Illinois
|
$353K
|
+$46.3K
|
+405
|
+15%
|
|
|
249
|
IPG Investment Advisors
San Diego,
California
|
$350K
|
-$14.9K
|
-130
|
-4%
|
|
|
250
|
Vontobel Holding
Zurich,
Switzerland
|
$345K
|
–
|
–
|
–
|
|
