|
201
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$321K
|
-$5.03K
|
-216
|
-2%
|
|
|
202
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$318K
|
+$39.7K
|
+1,704
|
+14%
|
|
|
203
|
KFG Wealth Management
Granger,
Indiana
|
$316K
|
+$315K
|
+13,508
|
New
|
|
|
204
|
Private Trust Company
Cleveland,
Ohio
|
$315K
|
–
|
–
|
–
|
|
|
205
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$314K
|
+$101K
|
+4,322
|
+48%
|
|
|
206
|
Hara Capital
Bellevue,
Washington
|
$306K
|
-$51.3K
|
-2,200
|
-14%
|
|
|
207
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
$295K
|
–
|
–
|
–
|
|
|
208
|
Madden Advisory Services
Jacksonville,
Florida
|
$278K
|
+$24.1K
|
+1,034
|
+10%
|
|
|
209
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$274K
|
+$2.38K
|
+102
|
+0.9%
|
|
|
210
|
Blake Schutter Theil Wealth Advisors
Dayton,
Ohio
|
$269K
|
+$268K
|
+11,489
|
New
|
|
|
211
|
Evexia Wealth
Stevens Point,
Wisconsin
|
$267K
|
+$37.9K
|
+1,627
|
+17%
|
|
|
212
|
Fortis Capital Management
Bellevue,
Washington
|
$262K
|
-$306K
|
-13,123
|
-54%
|
|
|
213
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$252K
|
–
|
–
|
–
|
|
|
214
|
American Trust
Lexington,
Kentucky
|
$252K
|
+$251K
|
+10,757
|
New
|
|
|
215
|
AllSquare Wealth Management
Albany,
New York
|
$252K
|
–
|
–
|
–
|
|
|
216
|
Mattern Capital Management
Lakewood,
Colorado
|
$247K
|
+$13.3K
|
+571
|
+6%
|
|
|
217
|
Jim Saulnier & Associates
Fort Collins,
Colorado
|
$246K
|
+$245K
|
+10,507
|
New
|
|
|
218
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$236K
|
+$20K
|
+860
|
+9%
|
|
|
219
|
|
$236K
|
+$234K
|
+10,062
|
New
|
|
|
220
|
Beaumont Asset Management
Beaumont,
Texas
|
$234K
|
-$25K
|
-1,075
|
-10%
|
|
|
221
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$234K
|
–
|
–
|
–
|
|
|
222
|
Atria Investments
Charlotte,
North Carolina
|
$234K
|
+$233K
|
+9,989
|
New
|
|
|
223
|
Diversify Advisory Services
Sandy,
Utah
|
$234K
|
–
|
–
|
–
|
|
|
224
|
REDW Wealth
Albuquerque,
New Mexico
|
$230K
|
-$23.3K
|
-1,000
|
-9%
|
|
|
225
|
AE Wealth Management
Topeka,
Kansas
|
$216K
|
-$79.9K
|
-3,428
|
-27%
|
|
