|
1801
|
Plancorp LLC
Saint Louis,
Missouri
|
$263K
|
+$249K
|
+7,517
|
New
|
|
|
1802
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$263K
|
-$3M
|
-90,726
|
-92%
|
|
|
1803
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$263K
|
-$79.3K
|
-2,398
|
-24%
|
|
|
1804
|
Summit Global Investments
Bountiful,
Utah
|
$262K
|
+$9.63K
|
+291
|
+4%
|
|
|
1805
|
|
$262K
|
-$11.6K
|
-350
|
-4%
|
|
|
1806
|
Traverso Chambers Private Wealth Management
Santa Rosa,
California
|
$260K
|
–
|
–
|
–
|
|
|
1807
|
Congress Park Capital
Saratoga Springs,
New York
|
$259K
|
–
|
–
|
–
|
|
|
1808
|
Wealth Alliance Advisory Group
Wichita,
Kansas
|
$258K
|
-$22.4K
|
-678
|
-8%
|
|
|
1809
|
Regatta Capital Group
El Segundo,
California
|
$258K
|
-$12.5K
|
-377
|
-5%
|
|
|
1810
|
Unionview LLC
Seattle,
Washington
|
$257K
|
-$3.97K
|
-120
|
-2%
|
|
|
1811
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$257K
|
+$244K
|
+7,362
|
New
|
|
|
1812
|
CCG Wealth Management
San Diego,
California
|
$256K
|
+$827
|
+25
|
+0.3%
|
|
|
1813
|
American State Bank (Iowa)
Sioux Center,
Iowa
|
$256K
|
+$56.2K
|
+1,700
|
+30%
|
|
|
1814
|
Lehman & Derafelo Financial Resources
Media,
Pennsylvania
|
$256K
|
+$242K
|
+7,308
|
New
|
|
|
1815
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$255K
|
+$241K
|
+7,293
|
New
|
|
|
1816
|
Journey Strategic Wealth
Summit,
New Jersey
|
$255K
|
+$241K
|
+7,292
|
New
|
|
|
1817
|
Perennial Advisors
New York
|
$254K
|
-$20.8K
|
-630
|
-8%
|
|
|
1818
|
Westshore Wealth
Newport Beach,
California
|
$253K
|
-$69.5K
|
-2,100
|
-23%
|
|
|
1819
|
GM Advisory Group
Melville,
New York
|
$251K
|
+$66
|
+2
|
+0%
|
|
|
1820
|
Panoramic Investment Advisors
Denver,
Colorado
|
$251K
|
+$238K
|
+7,184
|
New
|
|
|
1821
|
Neo Ivy Capital Management
New York
|
$251K
|
+$159K
|
+4,797
|
+202%
|
|
|
1822
|
Financial Engines Advisors
Santa Clara,
California
|
$250K
|
+$237K
|
+7,151
|
New
|
|
|
1823
|
Hotaling Investment Management
Wayne,
Pennsylvania
|
$250K
|
–
|
–
|
–
|
|
|
1824
|
Y.D. More Investments
Ramat Gan,
Israel
|
$249K
|
+$235K
|
+7,100
|
New
|
|
|
1825
|
L.M. Kohn & Company
Cincinnati,
Ohio
|
$249K
|
+$3.94K
|
+119
|
+2%
|
|
