|
2401
|
Defined Wealth Management
Beaverton,
Oregon
|
$848K
|
–
|
–
|
–
|
|
|
2402
|
Capital Management Associates (New York)
New York
|
$847K
|
–
|
–
|
–
|
|
|
2403
|
M. Kraus & Co
Shelburne,
Vermont
|
$847K
|
–
|
–
|
–
|
|
|
2404
|
Financial Advisors
Andover,
Massachusetts
|
$846K
|
–
|
–
|
–
|
|
|
2405
|
Optimum Investment Advisors
Chicago,
Illinois
|
$846K
|
+$17.1K
|
+45
|
+2%
|
|
|
2406
|
Broadleaf Partners
Hudson,
Ohio
|
$845K
|
–
|
–
|
–
|
|
|
2407
|
Stevard LLC
Chicago,
Illinois
|
$843K
|
–
|
–
|
–
|
|
|
2408
|
Summit Trail Advisors
New York
|
$843K
|
+$43.4K
|
+114
|
+6%
|
|
|
2409
|
Triton Wealth Management
Sun City,
Arizona
|
$842K
|
-$10.7K
|
-28
|
-1%
|
|
|
2410
|
Concorde Asset Management
Ann Arbor,
Michigan
|
$841K
|
-$35.8K
|
-94
|
-4%
|
|
|
2411
|
Howe & Rusling
Rochester,
New York
|
$841K
|
+$1.9K
|
+5
|
+0.2%
|
|
|
2412
|
Finer Wealth Management
Salem,
Massachusetts
|
$839K
|
+$769K
|
+2,021
|
New
|
|
|
2413
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$837K
|
+$306K
|
+805
|
+66%
|
|
|
2414
|
World Investment Advisors
Santa Barbara,
California
|
$836K
|
-$48.7K
|
-128
|
-5%
|
|
|
2415
|
Cardiff Park Advisors
Carlsbad,
California
|
$836K
|
+$767K
|
+2,014
|
New
|
|
|
2416
|
Claret Asset Management
Montreal,
Quebec, Canada
|
$835K
|
-$9.14K
|
-24
|
-1%
|
|
|
2417
|
Monterey Private Wealth
Monterey,
California
|
$827K
|
+$381
|
+1
|
+0.1%
|
|
|
2418
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$820K
|
-$45.7K
|
-120
|
-6%
|
|
|
2419
|
Berkeley Inc
Boise,
Idaho
|
$819K
|
-$48.3K
|
-127
|
-6%
|
|
|
2420
|
Paragon Wealth Strategies
Jacksonville,
Florida
|
$817K
|
+$15.2K
|
+40
|
+2%
|
|
|
2421
|
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
$817K
|
+$44.9K
|
+118
|
+6%
|
|
|
2422
|
Affinity Capital Advisors
Berkeley,
California
|
$816K
|
-$3.05K
|
-8
|
-0.4%
|
|
|
2423
|
Prosperity Consulting Group
Owings Mills,
Maryland
|
$816K
|
+$831K
|
+2,183
|
New
|
|
|
2424
|
Baker Boyer National Bank
Walla Walla,
Washington
|
$811K
|
+$744K
|
+1,954
|
New
|
|
|
2425
|
Vahanian & Associates Financial Planning
Saratoga Springs,
New York
|
$811K
|
+$744K
|
+1,954
|
New
|
|
