|
226
|
Shearwater Capital
Denver,
Colorado
|
$529K
|
+$28.1K
|
+937
|
+6%
|
|
|
227
|
MB Generational Wealth
Spokane,
Washington
|
$527K
|
-$1.68K
|
-56
|
-0.3%
|
|
|
228
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$525K
|
–
|
–
|
–
|
|
|
229
|
Joel Isaacson & Co
New York
|
$519K
|
-$54K
|
-1,803
|
-10%
|
|
|
230
|
Dopkins Wealth Management
Williamsville,
New York
|
$519K
|
-$1.3M
|
-43,317
|
-72%
|
|
|
231
|
WMS Partners
Towson,
Maryland
|
$519K
|
+$30
|
+1
|
+0%
|
|
|
232
|
Lauterbach Financial Advisors
El Paso,
Texas
|
$512K
|
+$112K
|
+3,753
|
+29%
|
|
|
233
|
Builder Investment Group
Atlanta,
Georgia
|
$497K
|
+$53.3K
|
+1,779
|
+12%
|
|
|
234
|
|
$487K
|
+$42.3K
|
+1,412
|
+10%
|
|
|
235
|
Kraft Asset Management
Nashville,
Tennessee
|
$486K
|
-$10.9K
|
-364
|
-2%
|
|
|
236
|
Essential Planning
Portsmouth,
New Hampshire
|
$477K
|
-$300
|
-10
|
-0.1%
|
|
|
237
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$470K
|
+$18.1K
|
+603
|
+4%
|
|
|
238
|
Willow Creek Wealth Management
Sebastopol,
California
|
$462K
|
-$39.8K
|
-1,329
|
-8%
|
|
|
239
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$456K
|
+$94.6K
|
+3,155
|
+27%
|
|
|
240
|
Hanover Advisors
Seneca,
South Carolina
|
$451K
|
-$31.7K
|
-1,059
|
-7%
|
|
|
241
|
Ruedi Wealth Management
Champaign,
Illinois
|
$439K
|
+$6.14K
|
+205
|
+1%
|
|
|
242
|
Mission Wealth Management
Santa Barbara,
California
|
$419K
|
-$48.9K
|
-1,632
|
-11%
|
|
|
243
|
TCI Wealth Advisors
Tucson,
Arizona
|
$412K
|
-$35.8K
|
-1,193
|
-8%
|
|
|
244
|
Wealthstream Advisors
New York
|
$404K
|
+$394K
|
+13,130
|
New
|
|
|
245
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$402K
|
+$85.4K
|
+2,848
|
+28%
|
|
|
246
|
25 LLC
St. Louis,
Missouri
|
$397K
|
-$24.2K
|
-809
|
-6%
|
|
|
247
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$397K
|
-$41K
|
-1,367
|
-10%
|
|
|
248
|
|
$381K
|
+$371K
|
+12,368
|
New
|
|
|
249
|
Advisory Services Network
Atlanta,
Georgia
|
$371K
|
–
|
–
|
–
|
|
|
250
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$358K
|
+$53.2K
|
+1,776
|
+18%
|
|
