|
176
|
Strategic Blueprint
Atlanta,
Georgia
|
$976K
|
-$247K
|
-2,476
|
-20%
|
|
|
177
|
Morton Capital Management
Calabasas,
California
|
$860K
|
-$8.83M
|
-88,356
|
-91%
|
|
|
178
|
Camelot Portfolios
Maumee,
Ohio
|
$856K
|
+$855K
|
+8,554
|
New
|
|
|
179
|
Rock Point Advisors
Burlington,
Vermont
|
$833K
|
–
|
–
|
–
|
|
|
180
|
Windsor Wealth Management
Indianapolis,
Indiana
|
$807K
|
-$2.7K
|
-27
|
-0.3%
|
|
|
181
|
Fort Point Capital Partners
San Francisco,
California
|
$800K
|
+$799K
|
+7,998
|
New
|
|
|
182
|
Madrona Financial Services
Everett,
Washington
|
$786K
|
+$100K
|
+1,001
|
+15%
|
|
|
183
|
Comerica Securities
Detroit,
Michigan
|
$785K
|
+$7.29K
|
+73
|
+0.9%
|
|
|
184
|
High Probability Advisors
Pittsford,
New York
|
$745K
|
+$474K
|
+4,742
|
+176%
|
|
|
185
|
Fermata Advisors
Sonoma,
California
|
$732K
|
+$209K
|
+2,089
|
+40%
|
|
|
186
|
Cornerstone Management
Duluth,
Georgia
|
$720K
|
+$718K
|
+7,190
|
New
|
|
|
187
|
M&T Bank
Buffalo,
New York
|
$694K
|
–
|
–
|
–
|
|
|
188
|
NWAM LLC
Mercer Island,
Washington
|
$675K
|
+$27K
|
+270
|
+4%
|
|
|
189
|
Westside Investment Management
Santa Monica,
California
|
$624K
|
-$615K
|
-6,159
|
-50%
|
|
|
190
|
Mengis Capital Management
Portland,
Oregon
|
$621K
|
+$620K
|
+6,205
|
New
|
|
|
191
|
Kraft Davis & Associates
St. Louis,
Missouri
|
$620K
|
+$620K
|
+6,210
|
New
|
|
|
192
|
Private Trust Company
Cleveland,
Ohio
|
$608K
|
+$7.49K
|
+75
|
+1%
|
|
|
193
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$597K
|
+$84.2K
|
+843
|
+16%
|
|
|
194
|
|
$583K
|
+$582K
|
+5,829
|
New
|
|
|
195
|
NewEdge Advisors
New Orleans,
Louisiana
|
$580K
|
-$10.8K
|
-108
|
-2%
|
|
|
196
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$563K
|
-$76.9K
|
-770
|
-12%
|
|
|
197
|
Regal Investment Advisors
Kentwood,
Michigan
|
$560K
|
+$15.3K
|
+153
|
+3%
|
|
|
198
|
CreativeOne Wealth
Overland Park,
Kansas
|
$560K
|
+$15.4K
|
+154
|
+3%
|
|
|
199
|
Synergy Financial Group
San Ramon,
California
|
$548K
|
-$104K
|
-1,041
|
-16%
|
|
|
200
|
Joseph Group Capital Management
Columbus,
Ohio
|
$535K
|
+$49.7K
|
+497
|
+10%
|
|
