|
1001
|
Red Tortoise LLC
Atlanta,
Georgia
|
$240K
|
+$5K
|
+64
|
+2%
|
|
|
1002
|
L.M. Kohn & Company
Cincinnati,
Ohio
|
$240K
|
-$1.17K
|
-15
|
-0.5%
|
|
|
1003
|
Mission Creek Capital Partners
San Francisco,
California
|
$239K
|
+$78
|
+1
|
+0%
|
|
|
1004
|
Sebold Capital Management
Lisle,
Illinois
|
$238K
|
–
|
–
|
–
|
|
|
1005
|
Meritas Wealth Management
Larkspur,
California
|
$236K
|
-$6.72K
|
-86
|
-3%
|
|
|
1006
|
Montz Harcus Wealth Management
New Orleans,
Louisiana
|
$236K
|
+$234K
|
+2,993
|
New
|
|
|
1007
|
Northstar Advisory Group
Northfield,
New Jersey
|
$233K
|
-$13.3K
|
-170
|
-5%
|
|
|
1008
|
GWN Securities
Palm Beach Gardens,
Florida
|
$233K
|
-$841K
|
-10,754
|
-78%
|
|
|
1009
|
Hilltop Partners
Mishawaka,
Indiana
|
$232K
|
-$27.4K
|
-350
|
-11%
|
|
|
1010
|
Baskin Financial Services
Toronto,
Ontario, Canada
|
$231K
|
–
|
–
|
–
|
|
|
1011
|
NCM Capital Management
Ramsey,
New Jersey
|
$230K
|
–
|
–
|
–
|
|
|
1012
|
Wetzel Investment Advisors
Indianapolis,
Indiana
|
$229K
|
+$228K
|
+2,912
|
New
|
|
|
1013
|
BridgePort Financial Solutions
Fairfield,
Iowa
|
$229K
|
+$228K
|
+2,911
|
New
|
|
|
1014
|
Tarbox Family Office
Newport Beach,
California
|
$229K
|
+$228K
|
+2,911
|
New
|
|
|
1015
|
Three Bridge Wealth Advisors
Los Altos,
California
|
$229K
|
+$2.19K
|
+28
|
+1%
|
|
|
1016
|
Park National Corp
Newark,
Ohio
|
$228K
|
+$22.4K
|
+286
|
+11%
|
|
|
1017
|
Wolff Financial Management
Kalamazoo,
Michigan
|
$228K
|
+$4.22K
|
+54
|
+2%
|
|
|
1018
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$226K
|
-$181K
|
-2,312
|
-45%
|
|
|
1019
|
BNC Wealth Management
Beaverton,
Oregon
|
$226K
|
+$19.9K
|
+255
|
+10%
|
|
|
1020
|
Strategent Financial
Harrisonburg,
Virginia
|
$224K
|
–
|
–
|
–
|
|
|
1021
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$223K
|
-$78.3K
|
-1,001
|
-26%
|
|
|
1022
|
Windsor Capital Management
Phoenix,
Arizona
|
$223K
|
-$12.1K
|
-155
|
-5%
|
|
|
1023
|
Fisher Asset Management
Camas,
Washington
|
$222K
|
+$220K
|
+2,818
|
New
|
|
|
1024
|
Drive Wealth Management
Lehi,
Utah
|
$221K
|
–
|
–
|
–
|
|
|
1025
|
Invictus Private Wealth
Denver,
Colorado
|
$219K
|
+$218K
|
+2,789
|
New
|
|
