|
201
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$880K
|
-$945K
|
-45,117
|
-52%
|
|
|
202
|
Sensible Money
Scottsdale,
Arizona
|
$869K
|
+$27K
|
+1,288
|
+3%
|
|
|
203
|
Global Financial Private Client
Sarasota,
Florida
|
$858K
|
-$20.9K
|
-999
|
-2%
|
|
|
204
|
Western Wealth Management
Golden,
Colorado
|
$845K
|
-$83.2K
|
-3,975
|
-9%
|
|
|
205
|
Franklin Resources
San Mateo,
California
|
$825K
|
–
|
–
|
–
|
|
|
206
|
Well Done LLC
Holland,
Michigan
|
$824K
|
–
|
–
|
–
|
|
|
207
|
Hills Bank & Trust
North Liberty,
Iowa
|
$801K
|
+$599K
|
+28,616
|
+299%
|
|
|
208
|
Blue Square Asset Management
New York
|
$798K
|
-$50.1K
|
-2,391
|
-6%
|
|
|
209
|
EP Wealth Advisors
Torrance,
California
|
$796K
|
-$56.2K
|
-2,684
|
-7%
|
|
|
210
|
Farther Finance Advisors
San Francisco,
California
|
$793K
|
-$238K
|
-11,369
|
-23%
|
|
|
211
|
Sterneck Capital Management
Kansas City,
Missouri
|
$777K
|
-$42.7K
|
-2,040
|
-5%
|
|
|
212
|
RFG Advisory
Birmingham,
Alabama
|
$769K
|
-$13.7K
|
-655
|
-2%
|
|
|
213
|
Coordinated Financial Services
Denver,
Colorado
|
$757K
|
+$756K
|
+36,102
|
New
|
|
|
214
|
Benedict Financial Advisors
Atlanta,
Georgia
|
$734K
|
-$22.2K
|
-1,059
|
-3%
|
|
|
215
|
Comprehensive Financial Consultants Institutional
Bloomington,
Indiana
|
$733K
|
+$4.96K
|
+237
|
+0.7%
|
|
|
216
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$714K
|
+$62.8K
|
+3,000
|
+10%
|
|
|
217
|
Blossom Wealth Management
San Ramon, Ca,
California
|
$709K
|
+$12.6K
|
+600
|
+2%
|
|
|
218
|
Total Wealth Planning
Cincinnati,
Ohio
|
$705K
|
–
|
–
|
–
|
|
|
219
|
Coastwise Capital Group
La Jolla,
California
|
$696K
|
+$28.4K
|
+1,358
|
+4%
|
|
|
220
|
WESPAC Advisors
Orinda,
California
|
$691K
|
+$20.7K
|
+989
|
+3%
|
|
|
221
|
Divergent Wealth Advisors
South Jordan,
Utah
|
$689K
|
+$191K
|
+9,101
|
+38%
|
|
|
222
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$688K
|
-$52.3K
|
-2,500
|
-7%
|
|
|
223
|
Waycross Investment Management
Bellingham,
Washington
|
$687K
|
-$1.16M
|
-55,232
|
-63%
|
|
|
224
|
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
$681K
|
+$28.8K
|
+1,378
|
+4%
|
|
|
225
|
Heron Bay Capital Management
Bloomfield Hills,
Michigan
|
$663K
|
–
|
–
|
–
|
|
