|
1601
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$208K
|
+$200K
|
+1,821
|
New
|
|
|
1602
|
American Research & Management Company
Marion,
Massachusetts
|
$207K
|
-$256K
|
-2,328
|
-56%
|
|
|
1603
|
Mosaic Financial Partners
San Francisco,
California
|
$206K
|
+$198K
|
+1,804
|
New
|
|
|
1604
|
HeadInvest LLC
Portland,
Maine
|
$206K
|
+$198K
|
+1,805
|
New
|
|
|
1605
|
Lehman Financial Resources
Media,
Pennsylvania
|
$203K
|
–
|
–
|
–
|
|
|
1606
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$203K
|
+$195K
|
+1,775
|
New
|
|
|
1607
|
Wharton Business Group
Malvern,
Pennsylvania
|
$202K
|
+$195K
|
+1,773
|
New
|
|
|
1608
|
Trutina Financial
Bellevue,
Washington
|
$201K
|
+$194K
|
+1,765
|
New
|
|
|
1609
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$185K
|
-$57.1K
|
-520
|
-24%
|
|
|
1610
|
CapWealth Advisors
Franklin,
Tennessee
|
$183K
|
–
|
–
|
–
|
|
|
1611
|
CT Financial Advisors
Chadds Ford,
Pennsylvania
|
$181K
|
–
|
–
|
–
|
|
|
1612
|
Element Capital Management
New York
|
$171K
|
+$165K
|
+1,500
|
New
|
|
|
1613
|
Cable Hill Partners
Portland,
Oregon
|
$161K
|
-$1.98K
|
-18
|
-1%
|
|
|
1614
|
Holt Capital Partners
Fort Worth,
Texas
|
$160K
|
–
|
–
|
–
|
|
|
1615
|
CKW Financial Group
Honolulu,
Hawaii
|
$158K
|
-$90.3K
|
-822
|
-37%
|
|
|
1616
|
Taylor Wealth Management Partners
Boston,
Massachusetts
|
$154K
|
+$122K
|
+1,110
|
+468%
|
|
|
1617
|
FolioMetrix
Omaha,
Nebraska
|
$151K
|
-$55.2K
|
-503
|
-21%
|
|
|
1618
|
Monroe Bank & Trust
Monroe,
Michigan
|
$148K
|
–
|
–
|
–
|
|
|
1619
|
Rowlandmiller & Partners
Atlanta,
Georgia
|
$141K
|
+$1.1K
|
+10
|
+0.8%
|
|
|
1620
|
WealthPLAN Partners
Omaha,
Nebraska
|
$139K
|
+$9.12K
|
+83
|
+7%
|
|
|
1621
|
Independent Portfolio Consultants
Boca Raton,
Florida
|
$139K
|
+$60.1K
|
+547
|
+82%
|
|
|
1622
|
Financial Advantage
Columbia,
Maryland
|
$137K
|
-$28.9K
|
-263
|
-18%
|
|
|
1623
|
Cornerstone Advisors (Washington)
Bellevue,
Washington
|
$137K
|
+$1.98K
|
+18
|
+2%
|
|
|
1624
|
Genesis Wealth Advisors
Braintree,
Massachusetts
|
$135K
|
+$10.2K
|
+93
|
+9%
|
|
|
1625
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$133K
|
+$62.9K
|
+573
|
+79%
|
|
