|
201
|
Great Oak Capital Partners
South Easton,
Massachusetts
|
$334K
|
+$298K
|
+11,473
|
New
|
|
|
202
|
Pine Harbor Wealth Management
Silver Spring,
Maryland
|
$330K
|
+$294K
|
+11,349
|
New
|
|
|
203
|
GEM Asset Management
Plymouth,
Michigan
|
$328K
|
+$10.6K
|
+407
|
+4%
|
|
|
204
|
C.M. Bidwell & Associates
Honolulu,
Hawaii
|
$322K
|
-$36.2K
|
-1,396
|
-11%
|
|
|
205
|
25 LLC
St. Louis,
Missouri
|
$321K
|
+$19K
|
+734
|
+7%
|
|
|
206
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$314K
|
-$12.3K
|
-475
|
-4%
|
|
|
207
|
Elevate Wealth Advisory
Athens,
Georgia
|
$312K
|
+$278K
|
+10,701
|
New
|
|
|
208
|
|
$308K
|
+$38K
|
+1,466
|
+16%
|
|
|
209
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$302K
|
-$20.4K
|
-786
|
-7%
|
|
|
210
|
Signature Resources Capital Management
Newport Beach,
California
|
$296K
|
+$264K
|
+10,159
|
New
|
|
|
211
|
Level Financial Advisors
East Amherst,
New York
|
$292K
|
+$148K
|
+5,699
|
+131%
|
|
|
212
|
Tanglewood Legacy Advisors
Houston,
Texas
|
$276K
|
–
|
–
|
–
|
|
|
213
|
Altiora Financial Group
Lebanon,
Ohio
|
$263K
|
+$15.7K
|
+604
|
+7%
|
|
|
214
|
Lauterbach Financial Advisors
El Paso,
Texas
|
$260K
|
+$231K
|
+8,912
|
New
|
|
|
215
|
Independent Financial Group
San Diego,
California
|
$259K
|
+$231K
|
+8,897
|
New
|
|
|
216
|
Capital Performance Advisors
Walnut Creek,
California
|
$246K
|
+$219K
|
+8,455
|
New
|
|
|
217
|
Abacus Planning Group
Columbia,
South Carolina
|
$246K
|
–
|
–
|
–
|
|
|
218
|
Narus Financial Partners
Salt Lake City,
Utah
|
$243K
|
+$217K
|
+8,354
|
New
|
|
|
219
|
Allegiance Financial Group Advisory Services
Vienna,
Virginia
|
$226K
|
+$201K
|
+7,747
|
New
|
|
|
220
|
Advisornet Financial
Minnetonka,
Minnesota
|
$218K
|
+$179K
|
+6,901
|
+1,150%
|
|
|
221
|
Advisory Services Network
Atlanta,
Georgia
|
$215K
|
+$191K
|
+7,370
|
New
|
|
|
222
|
Perigon Wealth Management
San Francisco,
California
|
$213K
|
+$190K
|
+7,314
|
New
|
|
|
223
|
Rockbridge Investment Management
Syracuse,
New York
|
$213K
|
+$189K
|
+7,302
|
New
|
|
|
224
|
RAM Investment Partners
Bellevue,
Washington
|
$211K
|
+$188K
|
+7,236
|
New
|
|
|
225
|
Sutton Place Investors
Katonah,
New York
|
$211K
|
+$188K
|
+7,230
|
New
|
|
