|
201
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$334K
|
+$13.4K
|
+588
|
+4%
|
|
|
202
|
|
$322K
|
-$1.2M
|
-52,524
|
-79%
|
|
|
203
|
Blake Schutter Theil Wealth Advisors
Dayton,
Ohio
|
$319K
|
+$50.1K
|
+2,191
|
+19%
|
|
|
204
|
4J Wealth Management
Alexandria,
Virginia
|
$304K
|
-$150K
|
-6,558
|
-33%
|
|
|
205
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$292K
|
–
|
–
|
–
|
|
|
206
|
Mattern Capital Management
Lakewood,
Colorado
|
$289K
|
–
|
–
|
–
|
|
|
207
|
MONECO Advisors
Fairfield,
Connecticut
|
$289K
|
+$288K
|
+12,588
|
New
|
|
|
208
|
James Investment Research
Alpha,
Ohio
|
$287K
|
–
|
–
|
–
|
|
|
209
|
Cooper Financial Group
Irvine,
California
|
$285K
|
+$283K
|
+12,402
|
New
|
|
|
210
|
Autumn Glory Partners
Dallas,
Texas
|
$284K
|
–
|
–
|
–
|
|
|
211
|
Silver Oak Securities
Jackson,
Tennessee
|
$282K
|
–
|
–
|
–
|
|
|
212
|
Hills Bank & Trust
North Liberty,
Iowa
|
$280K
|
+$24.2K
|
+1,058
|
+9%
|
|
|
213
|
United Community Bank
Greenville,
South Carolina
|
$256K
|
+$255K
|
+11,170
|
New
|
|
|
214
|
IFG Advisory
Atlanta,
Georgia
|
$256K
|
+$1K
|
+44
|
+0.4%
|
|
|
215
|
Highland Financial Advisors
Wayne,
New Jersey
|
$253K
|
–
|
–
|
–
|
|
|
216
|
Farther Finance Advisors
San Francisco,
California
|
$252K
|
–
|
–
|
–
|
|
|
217
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$249K
|
+$248K
|
+10,853
|
New
|
|
|
218
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$242K
|
-$2.67M
|
-116,809
|
-92%
|
|
|
219
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$229K
|
-$89.5K
|
-3,919
|
-28%
|
|
|
220
|
Fourth Dimension Wealth
Middleburg Heights,
Ohio
|
$215K
|
+$20.7K
|
+904
|
+11%
|
|
|
221
|
Willis Johnson & Associates
Houston,
Texas
|
$211K
|
+$210K
|
+9,180
|
New
|
|
|
222
|
Pineridge Advisors
St. Charles,
Missouri
|
$209K
|
+$1.37K
|
+60
|
+0.7%
|
|
|
223
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
$201K
|
+$200K
|
+8,772
|
New
|
|
|
224
|
Unified Investment Management
Atlanta,
Georgia
|
$201K
|
+$200K
|
+8,763
|
New
|
|
|
225
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$174K
|
-$1.6K
|
-70
|
-0.9%
|
|
