|
1501
|
Successful Portfolios
Clearwater,
Florida
|
$227K
|
-$25.3K
|
-300
|
-11%
|
|
|
1502
|
Chesapeake Wealth Management
Williamsburg,
Virginia
|
$227K
|
-$41.2K
|
-489
|
-16%
|
|
|
1503
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$226K
|
+$216K
|
+2,566
|
New
|
|
|
1504
|
AM Investment Strategies
Chattanooga,
Tennessee
|
$226K
|
–
|
–
|
–
|
|
|
1505
|
Unio Capital
Princeton,
New Jersey
|
$226K
|
–
|
–
|
–
|
|
|
1506
|
CWS Financial Advisors
Kalamazoo,
Michigan
|
$226K
|
–
|
–
|
–
|
|
|
1507
|
Coerente Capital Management
Toronto,
Ontario, Canada
|
$225K
|
–
|
–
|
–
|
|
|
1508
|
WMG Financial Advisors
Knoxville,
Tennessee
|
$225K
|
+$58.5K
|
+695
|
+39%
|
|
|
1509
|
|
$224K
|
–
|
–
|
–
|
|
|
1510
|
Studio Investment Management
Chicago,
Illinois
|
$221K
|
-$21.3K
|
-253
|
-9%
|
|
|
1511
|
First National Corp
Rockland,
Massachusetts
|
$220K
|
-$12.1K
|
-144
|
-6%
|
|
|
1512
|
1900 Wealth Management
San Antonio,
Texas
|
$217K
|
–
|
–
|
–
|
|
|
1513
|
Windward Private Wealth Management
Overland Park,
Kansas
|
$217K
|
–
|
–
|
–
|
|
|
1514
|
Texas Capital Bancshares
Dallas,
Texas
|
$217K
|
+$202K
|
+2,396
|
New
|
|
|
1515
|
J.L. Bainbridge & Co
Sarasota,
Florida
|
$217K
|
–
|
–
|
–
|
|
|
1516
|
Birchcreek Wealth Management
Miami Township,
Ohio
|
$216K
|
+$201K
|
+2,394
|
New
|
|
|
1517
|
TrinityPoint Wealth
Milford,
Connecticut
|
$216K
|
-$77.6K
|
-922
|
-28%
|
|
|
1518
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$215K
|
-$24.4K
|
-290
|
-11%
|
|
|
1519
|
Armstrong Advisory Group
Needham,
Massachusetts
|
$215K
|
+$13.1K
|
+156
|
+7%
|
|
|
1520
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$214K
|
-$18.3K
|
-217
|
-8%
|
|
|
1521
|
Avior Wealth Management
Omaha,
Nebraska
|
$214K
|
-$276K
|
-3,284
|
-58%
|
|
|
1522
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$213K
|
+$842
|
+10
|
+0.4%
|
|
|
1523
|
RFP Financial Group
Atlanta,
Georgia
|
$212K
|
+$198K
|
+2,350
|
New
|
|
|
1524
|
Mission Wealth Management
Santa Barbara,
California
|
$212K
|
+$198K
|
+2,347
|
New
|
|
|
1525
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$212K
|
-$673
|
-8
|
-0.3%
|
|
