|
201
|
Blue Square Asset Management
New York
|
$897K
|
+$894K
|
+36,090
|
New
|
|
|
202
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$867K
|
+$25
|
+1
|
+0%
|
|
|
203
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
$863K
|
+$73.4K
|
+2,964
|
+9%
|
|
|
204
|
Summit Wealth Partners
Orlando,
Florida
|
$834K
|
+$78K
|
+3,150
|
+10%
|
|
|
205
|
Fairhaven Wealth Management
Oak Brook,
Illinois
|
$781K
|
+$65.4K
|
+2,640
|
+9%
|
|
|
206
|
Conrad Siegel Investment Advisors
Harrisburg,
Pennsylvania
|
$776K
|
+$14.8K
|
+599
|
+2%
|
|
|
207
|
IMA Advisory Services
Denver,
Colorado
|
$775K
|
-$5.25M
|
-212,062
|
-87%
|
|
|
208
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$768K
|
-$312K
|
-12,597
|
-29%
|
|
|
209
|
Granite Harbor Advisors
Houston,
Texas
|
$757K
|
-$746K
|
-30,116
|
Closed
|
|
|
210
|
Steele Capital Management
Dubuque,
Iowa
|
$755K
|
–
|
–
|
–
|
|
|
211
|
First Interstate Bank
Billings,
Montana
|
$752K
|
–
|
–
|
–
|
|
|
212
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$749K
|
+$200K
|
+8,070
|
+37%
|
|
|
213
|
Koshinski Asset Management
Decatur,
Illinois
|
$736K
|
+$64.8K
|
+2,615
|
+10%
|
|
|
214
|
Sentinus LLC
Oak Brook,
Illinois
|
$729K
|
+$50.4K
|
+2,035
|
+7%
|
|
|
215
|
FullCircle Wealth
Dallas,
Texas
|
$727K
|
+$723K
|
+29,195
|
New
|
|
|
216
|
Montecito Bank & Trust
Santa Barbara,
California
|
$720K
|
+$314K
|
+12,686
|
+78%
|
|
|
217
|
Integrated Advisors Network
Dallas,
Texas
|
$717K
|
+$131K
|
+5,286
|
+22%
|
|
|
218
|
Comerica Bank
Dallas,
Texas
|
$714K
|
+$4.56K
|
+184
|
+0.6%
|
|
|
219
|
Murphy Middleton Hinkle & Parker
Thomasville,
Georgia
|
$697K
|
–
|
–
|
–
|
|
|
220
|
One Plus One Wealth Management
Jupiter,
Florida
|
$683K
|
+$680K
|
+27,467
|
New
|
|
|
221
|
Reliant Wealth Planning
Louisville,
Kentucky
|
$680K
|
+$56.4K
|
+2,275
|
+9%
|
|
|
222
|
Atwater Malick
Lancaster,
Pennsylvania
|
$675K
|
–
|
–
|
–
|
|
|
223
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$670K
|
-$7.48K
|
-302
|
-1%
|
|
|
224
|
Executive Wealth Management
Brighton,
Michigan
|
$665K
|
+$331K
|
+13,357
|
+100%
|
|
|
225
|
Robinson Smith Wealth Advisors
South Portland,
Maine
|
$655K
|
–
|
–
|
–
|
|
