|
1001
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$231K
|
-$20.1K
|
-129
|
-8%
|
|
|
1002
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$230K
|
–
|
–
|
–
|
|
|
1003
|
Monterey Private Wealth
Monterey,
California
|
$226K
|
+$213K
|
+1,367
|
New
|
|
|
1004
|
First Capital Advisors Group
Little Silver,
New Jersey
|
$226K
|
-$3.58K
|
-23
|
-2%
|
|
|
1005
|
Summit X LLC
Chesterfield,
Missouri
|
$225K
|
+$212K
|
+1,359
|
New
|
|
|
1006
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$220K
|
+$207K
|
+1,327
|
New
|
|
|
1007
|
LPWM LLC
Minneapolis,
Minnesota
|
$219K
|
–
|
–
|
–
|
|
|
1008
|
Renaissance Investment Group
Lenox,
Massachusetts
|
$218K
|
-$153K
|
-984
|
-43%
|
|
|
1009
|
Merit Financial Group
Alpharetta,
Georgia
|
$218K
|
+$205K
|
+1,314
|
New
|
|
|
1010
|
Strategy Asset Managers
Pasadena,
California
|
$216K
|
+$203K
|
+1,304
|
New
|
|
|
1011
|
Tompkins Financial
Ithaca,
New York
|
$215K
|
–
|
–
|
–
|
|
|
1012
|
IMPACTfolio
Denver,
Colorado
|
$215K
|
+$202K
|
+1,296
|
New
|
|
|
1013
|
Old Port Advisors
Portland,
Maine
|
$214K
|
-$22.8K
|
-146
|
-10%
|
|
|
1014
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$214K
|
+$202K
|
+1,295
|
New
|
|
|
1015
|
West Michigan Advisors
Holland,
Michigan
|
$213K
|
+$200K
|
+1,285
|
New
|
|
|
1016
|
Quantitative Investment Management
Charlottesville,
Virginia
|
$211K
|
+$199K
|
+1,275
|
New
|
|
|
1017
|
Transform Wealth
Greenwood Village,
Colorado
|
$210K
|
-$44.4K
|
-285
|
-18%
|
|
|
1018
|
Empowered Funds
Havertown,
Pennsylvania
|
$210K
|
+$197K
|
+1,266
|
New
|
|
|
1019
|
LeJeune Puetz Investment Counsel
Traverse City,
Michigan
|
$209K
|
–
|
–
|
–
|
|
|
1020
|
Fisher Asset Management
Camas,
Washington
|
$209K
|
+$196K
|
+1,260
|
New
|
|
|
1021
|
FDx Advisors
Chicago,
Illinois
|
$208K
|
–
|
–
|
–
|
|
|
1022
|
Bond & Devick Financial Network
St. Louis Park,
Minnesota
|
$207K
|
+$195K
|
+1,251
|
New
|
|
|
1023
|
Essex Financial Services
Essex,
Connecticut
|
$207K
|
+$195K
|
+1,250
|
New
|
|
|
1024
|
Capital Management
Glen Allen,
Virginia
|
$206K
|
+$194K
|
+1,243
|
New
|
|
|
1025
|
Fortitude Advisory Group
Gig Harbor,
Washington
|
$205K
|
+$193K
|
+1,236
|
New
|
|
