|
1226
|
PDS Planning
Dublin,
Ohio
|
$561K
|
-$30.5K
|
-168
|
-5%
|
|
|
1227
|
|
$560K
|
+$199K
|
+1,100
|
+51%
|
|
|
1228
|
Atomi Financial Group
New York
|
$560K
|
-$629K
|
-3,467
|
-52%
|
|
|
1229
|
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
|
$560K
|
+$106K
|
+586
|
+22%
|
|
|
1230
|
Matisse Capital
Portland,
Oregon
|
$560K
|
–
|
–
|
–
|
|
|
1231
|
Impact Capital Partners
Greenwood Village,
Colorado
|
$556K
|
-$51K
|
-281
|
-8%
|
|
|
1232
|
Naples Global Advisors
Naples,
Florida
|
$555K
|
+$6.89K
|
+38
|
+1%
|
|
|
1233
|
Michels Family Financial
Fort Worth,
Texas
|
$554K
|
-$22.5K
|
-124
|
-4%
|
|
|
1234
|
Talon Private Wealth
The Villages,
Florida
|
$553K
|
+$10.9K
|
+60
|
+2%
|
|
|
1235
|
Marotta Asset Management
Charlottesville,
Virginia
|
$552K
|
-$2K
|
-11
|
-0.3%
|
|
|
1236
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$552K
|
–
|
–
|
–
|
|
|
1237
|
Pointe Capital Management
Grosse Pointe Farms,
Michigan
|
$549K
|
+$5.26K
|
+29
|
+0.9%
|
|
|
1238
|
Quotient Wealth Partners
Dallas,
Texas
|
$546K
|
-$47.5K
|
-262
|
-8%
|
|
|
1239
|
Wallace Advisory Group
Lafayette,
California
|
$546K
|
-$89.2K
|
-492
|
-17%
|
|
|
1240
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$545K
|
-$934K
|
-5,149
|
-62%
|
|
|
1241
|
|
$545K
|
-$13.6K
|
-75
|
-2%
|
|
|
1242
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$544K
|
+$31.9K
|
+176
|
+6%
|
|
|
1243
|
Clearstead Trust
Portland,
Maine
|
$543K
|
+$22.7K
|
+125
|
+4%
|
|
|
1244
|
BlueSpruce Investments
Chicago,
Illinois
|
$541K
|
+$569K
|
+3,137
|
New
|
|
|
1245
|
Red Door Wealth Management
Memphis,
Tennessee
|
$536K
|
+$50.2K
|
+277
|
+10%
|
|
|
1246
|
Centaurus Financial
Anaheim,
California
|
$536K
|
+$25.8K
|
+142
|
+5%
|
|
|
1247
|
Leavell Investment Management
Mobile,
Alabama
|
$535K
|
-$13.2K
|
-73
|
-2%
|
|
|
1248
|
SkyOak Wealth
Southfield,
Michigan
|
$534K
|
–
|
–
|
–
|
|
|
1249
|
Riverbridge Partners
Minneapolis,
Minnesota
|
$531K
|
–
|
–
|
–
|
|
|
1250
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$530K
|
+$558K
|
+3,076
|
New
|
|
