|
226
|
Lee Financial
Dallas,
Texas
|
$474K
|
+$468K
|
+19,430
|
New
|
|
|
227
|
Johnson Bixby & Associates
Vancouver,
Washington
|
$468K
|
+$108K
|
+4,474
|
+30%
|
|
|
228
|
Yoder Wealth Management
Walnut Creek,
California
|
$458K
|
–
|
–
|
–
|
|
|
229
|
Provenance Wealth Advisors
Fort Lauderdale,
Florida
|
$452K
|
+$250K
|
+10,358
|
+127%
|
|
|
230
|
Bellecapital
Zurich,
Switzerland
|
$451K
|
–
|
–
|
–
|
|
|
231
|
Summit Wealth Partners
Orlando,
Florida
|
$438K
|
–
|
–
|
–
|
|
|
232
|
American Money Management
Rancho Santa Fe,
California
|
$425K
|
-$5.62K
|
-233
|
-1%
|
|
|
233
|
Duncker Streett & Co
St. Louis,
Missouri
|
$407K
|
–
|
–
|
–
|
|
|
234
|
Penobscot Investment Management
Boston,
Massachusetts
|
$407K
|
+$89.2K
|
+3,700
|
+28%
|
|
|
235
|
Harbour Investments
Madison,
Wisconsin
|
$403K
|
+$197K
|
+8,176
|
+98%
|
|
|
236
|
Prosperity Planning
Kansas City,
Missouri
|
$401K
|
–
|
–
|
–
|
|
|
237
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$396K
|
–
|
–
|
–
|
|
|
238
|
Ancora Advisors
Cleveland,
Ohio
|
$395K
|
+$350K
|
+14,528
|
+872%
|
|
|
239
|
Empirical Asset Management
Wellesley,
Massachusetts
|
$393K
|
–
|
–
|
–
|
|
|
240
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$378K
|
+$75.9K
|
+3,148
|
+25%
|
|
|
241
|
Valley Forge Investment Consultants
Audubon,
Pennsylvania
|
$373K
|
+$4.03K
|
+167
|
+1%
|
|
|
242
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$353K
|
+$57.5K
|
+2,385
|
+20%
|
|
|
243
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$351K
|
+$18K
|
+746
|
+5%
|
|
|
244
|
Willis Johnson & Associates
Houston,
Texas
|
$342K
|
–
|
–
|
–
|
|
|
245
|
UP Strategic Wealth Investment Advisors
Pittsburgh,
Pennsylvania
|
$342K
|
–
|
–
|
–
|
|
|
246
|
MGO One Seven
Beachwood,
Ohio
|
$334K
|
-$328K
|
-13,625
|
Closed
|
|
|
247
|
Koshinski Asset Management
Decatur,
Illinois
|
$330K
|
+$115K
|
+4,754
|
+54%
|
|
|
248
|
MKT Advisors
Escondido,
California
|
$305K
|
-$56.6K
|
-2,350
|
-16%
|
|
|
249
|
Principal Securities
Des Moines,
Iowa
|
$293K
|
+$5.18K
|
+215
|
+2%
|
|
|
250
|
Meredith Wealth Planning
Maryville,
Illinois
|
$288K
|
+$3.11K
|
+129
|
+1%
|
|
