|
1401
|
Hills Bank & Trust
North Liberty,
Iowa
|
$380K
|
-$95.5K
|
-1,341
|
-21%
|
|
|
1402
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$377K
|
+$111K
|
+1,560
|
+44%
|
|
|
1403
|
Cairn Investment Group
Vancouver,
Washington
|
$375K
|
-$3.92K
|
-55
|
-1%
|
|
|
1404
|
Sensible Money
Scottsdale,
Arizona
|
$374K
|
-$1.71K
|
-24
|
-0.5%
|
|
|
1405
|
Plan Group Financial
Oklahoma City,
Oklahoma
|
$372K
|
+$102K
|
+1,436
|
+40%
|
|
|
1406
|
Avondale Wealth Management
West Lake Hills,
Texas
|
$371K
|
–
|
–
|
–
|
|
|
1407
|
Root Financial Partners
Encinitas,
California
|
$369K
|
+$354K
|
+4,977
|
New
|
|
|
1408
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$369K
|
–
|
–
|
–
|
|
|
1409
|
PFW Advisors
Atlanta,
Georgia
|
$367K
|
–
|
–
|
–
|
|
|
1410
|
Modus Advisors
Excelsior,
Minnesota
|
$364K
|
–
|
–
|
–
|
|
|
1411
|
Fortitude Family Office
Scottsdale,
Arizona
|
$364K
|
–
|
–
|
–
|
|
|
1412
|
Phillips Wealth Planners
Starkville,
Mississippi
|
$364K
|
-$30.5K
|
-429
|
-8%
|
|
|
1413
|
Stolper & Co
Tulsa,
Oklahoma
|
$362K
|
+$3.77K
|
+53
|
+1%
|
|
|
1414
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$361K
|
+$184K
|
+2,589
|
+114%
|
|
|
1415
|
Anchor Capital Advisors
Boston,
Massachusetts
|
$361K
|
–
|
–
|
–
|
|
|
1416
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$361K
|
–
|
–
|
–
|
|
|
1417
|
Brand Asset Management Group
Chesterfield,
Missouri
|
$361K
|
-$21.8K
|
-306
|
-6%
|
|
|
1418
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$361K
|
-$92.3K
|
-1,297
|
-21%
|
|
|
1419
|
Summit Investment Advisory Services
Roseville,
Minnesota
|
$360K
|
+$90.3K
|
+1,269
|
+35%
|
|
|
1420
|
MorganRosel Wealth Management
Highlands Ranch,
Colorado
|
$357K
|
-$107K
|
-1,497
|
-24%
|
|
|
1421
|
Investors Research Corp
Atlanta,
Georgia
|
$356K
|
+$5.27K
|
+74
|
+2%
|
|
|
1422
|
MJP Associates
Farmington,
Connecticut
|
$355K
|
–
|
–
|
–
|
|
|
1423
|
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
|
$355K
|
-$745K
|
-10,459
|
-69%
|
|
|
1424
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$354K
|
-$76.3K
|
-1,072
|
-18%
|
|
|
1425
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$351K
|
+$337K
|
+4,730
|
New
|
|
