|
2701
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$531K
|
-$21.6K
|
-69
|
-3%
|
|
|
2702
|
HMS Capital Management
Nashville,
Tennessee
|
$531K
|
+$59K
|
+188
|
+11%
|
|
|
2703
|
WestHill Financial Advisors
San Rafael,
California
|
$530K
|
+$18.8K
|
+60
|
+3%
|
|
|
2704
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$529K
|
+$46.4K
|
+148
|
+8%
|
|
|
2705
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$529K
|
+$62.7K
|
+200
|
+12%
|
|
|
2706
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$529K
|
+$360K
|
+1,148
|
+146%
|
|
|
2707
|
Ulland Investment Advisors
Minneapolis,
Minnesota
|
$527K
|
–
|
–
|
–
|
|
|
2708
|
Paradigm Strategies in Wealth Management
Maple Grove,
Minnesota
|
$527K
|
+$70K
|
+223
|
+13%
|
|
|
2709
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$526K
|
+$60.9K
|
+194
|
+11%
|
|
|
2710
|
Clear Creek Financial Management
Silverdale,
Washington
|
$526K
|
+$125K
|
+397
|
+26%
|
|
|
2711
|
Ziegler Capital Management
Chicago,
Illinois
|
$526K
|
+$604K
|
+1,925
|
New
|
|
|
2712
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$524K
|
–
|
–
|
–
|
|
|
2713
|
Insight Folios
Charlotte,
North Carolina
|
$523K
|
-$19.5K
|
-62
|
-3%
|
|
|
2714
|
Triune Financial Partners
Overland Park,
Kansas
|
$522K
|
+$12.9K
|
+41
|
+2%
|
|
|
2715
|
Biechele Royce Advisors
Fishers,
Indiana
|
$522K
|
-$395K
|
-1,258
|
-40%
|
|
|
2716
|
Affinity Investment Advisors
Newport Beach,
California
|
$522K
|
-$74.4K
|
-237
|
-11%
|
|
|
2717
|
EWG Elevate
Roseville,
California
|
$522K
|
+$20.4K
|
+65
|
+4%
|
|
|
2718
|
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
$521K
|
+$24.2K
|
+77
|
+4%
|
|
|
2719
|
Spectrum Planning & Advisory Services
San Diego,
California
|
$515K
|
–
|
–
|
–
|
|
|
2720
|
Clarity Financial
Houston,
Texas
|
$515K
|
+$30.7K
|
+98
|
+5%
|
|
|
2721
|
Arvest Trust
Bartlesville,
Oklahoma
|
$514K
|
-$264K
|
-843
|
-31%
|
|
|
2722
|
Probity Advisors
Dallas,
Texas
|
$514K
|
-$10.4K
|
-33
|
-2%
|
|
|
2723
|
Alliance Wealth Advisors (Pennsylvania)
Scranton,
Pennsylvania
|
$514K
|
–
|
–
|
–
|
|
|
2724
|
Fairfield, Bush & Co
Darien,
Connecticut
|
$514K
|
–
|
–
|
–
|
|
|
2725
|
McNaughton Wealth Management
San Diego,
California
|
$514K
|
+$184K
|
+586
|
+45%
|
|
