|
901
|
Fire Capital Management
San Francisco,
California
|
$294K
|
–
|
–
|
–
|
|
|
902
|
|
$294K
|
-$633K
|
-9,400
|
-68%
|
|
|
903
|
Ignite Planners
San Clemente,
California
|
$293K
|
+$295K
|
+4,382
|
New
|
|
|
904
|
Supplemental Annuity Collective Trust (SACT) of New Jersey
Trenton,
New Jersey
|
$292K
|
-$438K
|
-6,508
|
-60%
|
|
|
905
|
Partners Wealth Management
Carmel By The Sea,
California
|
$291K
|
–
|
–
|
–
|
|
|
906
|
KWB Wealth
Redlands,
California
|
$291K
|
–
|
–
|
–
|
|
|
907
|
REDW Wealth
Albuquerque,
New Mexico
|
$290K
|
–
|
–
|
–
|
|
|
908
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$290K
|
+$59K
|
+876
|
+25%
|
|
|
909
|
Turtle Creek Wealth Advisors
Dallas,
Texas
|
$290K
|
+$78K
|
+1,158
|
+36%
|
|
|
910
|
Beese Fulmer Investment Management
Canton,
Ohio
|
$289K
|
+$293K
|
+4,354
|
New
|
|
|
911
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$288K
|
-$14.3K
|
-212
|
-5%
|
|
|
912
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$287K
|
-$7.54K
|
-112
|
-3%
|
|
|
913
|
United Bank (Georgia)
Zebulon,
Georgia
|
$287K
|
–
|
–
|
–
|
|
|
914
|
Kapstone Financial Advisors
Lebanon,
Ohio
|
$285K
|
-$5.59K
|
-83
|
-2%
|
|
|
915
|
SmartHarvest Portfolios
Poulsbo,
Washington
|
$285K
|
-$29.6K
|
-440
|
-9%
|
|
|
916
|
Whittier Trust
South Pasadena,
California
|
$284K
|
–
|
–
|
–
|
|
|
917
|
180 Wealth Advisors
Federal Way,
Washington
|
$284K
|
-$6.13K
|
-91
|
-2%
|
|
|
918
|
Strategies Wealth Advisors
Grand Rapids,
Michigan
|
$284K
|
–
|
–
|
–
|
|
|
919
|
RFG Advisory
Birmingham,
Alabama
|
$281K
|
-$73K
|
-1,084
|
-20%
|
|
|
920
|
United Advisor Group
Cincinnati,
Ohio
|
$280K
|
+$77.6K
|
+1,153
|
+38%
|
|
|
921
|
Physician Wealth Advisors
Midvale,
Utah
|
$280K
|
+$7.14K
|
+106
|
+3%
|
|
|
922
|
Premier Path Wealth Partners
Madison,
New Jersey
|
$279K
|
+$39.9K
|
+593
|
+16%
|
|
|
923
|
RWA Wealth Partners
Newton,
Massachusetts
|
$279K
|
-$115K
|
-1,704
|
-29%
|
|
|
924
|
|
$275K
|
-$11.2K
|
-166
|
-4%
|
|
|
925
|
Focused Wealth Management
Newburgh,
New York
|
$271K
|
+$37K
|
+550
|
+16%
|
|
