|
1401
|
9258 Wealth Management
Blue Ash,
Ohio
|
$231K
|
-$25.3K
|
-505
|
-10%
|
|
|
1402
|
CGC Financial Services
Lake Oswego,
Oregon
|
$231K
|
-$659K
|
-13,153
|
-75%
|
|
|
1403
|
Main Management
San Francisco,
California
|
$231K
|
-$162K
|
-3,229
|
-42%
|
|
|
1404
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$230K
|
–
|
–
|
–
|
|
|
1405
|
Baker Avenue Asset Management
San Francisco,
California
|
$229K
|
+$222K
|
+4,439
|
New
|
|
|
1406
|
Alpha Cubed Investments
Irvine,
California
|
$227K
|
-$54.9K
|
-1,096
|
-20%
|
|
|
1407
|
Sound Stewardship
Overland Park,
Kansas
|
$227K
|
-$102K
|
-2,045
|
-32%
|
|
|
1408
|
Trust Company
Manhattan,
Kansas
|
$226K
|
–
|
–
|
–
|
|
|
1409
|
Bourgeon Capital Management
Darien,
Connecticut
|
$224K
|
+$70.1K
|
+1,400
|
+48%
|
|
|
1410
|
Raffa Wealth Management
Washington,
District of Columbia
|
$222K
|
–
|
–
|
–
|
|
|
1411
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$222K
|
-$79.4K
|
-1,585
|
-27%
|
|
|
1412
|
Paces Ferry Wealth Advisors
Atlanta,
Georgia
|
$222K
|
-$30.6K
|
-612
|
-12%
|
|
|
1413
|
Frazier Financial Advisors
Columbus,
Ohio
|
$221K
|
+$105K
|
+2,088
|
+95%
|
|
|
1414
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$221K
|
–
|
–
|
–
|
|
|
1415
|
Security Financial Services
Fort Wayne,
Indiana
|
$220K
|
-$118K
|
-2,363
|
-36%
|
|
|
1416
|
MN Wealth Advisors
Overland Park,
Kansas
|
$219K
|
-$87.7K
|
-1,752
|
-29%
|
|
|
1417
|
Global Wealth Strategies & Associates
Denver,
Colorado
|
$219K
|
-$81K
|
-1,617
|
-28%
|
|
|
1418
|
Fortitude Advisory Group
Gig Harbor,
Washington
|
$218K
|
-$35.3K
|
-704
|
-14%
|
|
|
1419
|
Bordeaux Wealth Advisors
Menlo Park,
California
|
$218K
|
+$211K
|
+4,216
|
New
|
|
|
1420
|
Financial Freedom LLC
Cincinnati,
Ohio
|
$217K
|
–
|
–
|
–
|
|
|
1421
|
Schechter Investment Advisors
Birmingham,
Michigan
|
$217K
|
+$210K
|
+4,197
|
New
|
|
|
1422
|
Boston Trust Walden
Boston,
Massachusetts
|
$214K
|
–
|
–
|
–
|
|
|
1423
|
Partners in Financial Planning
Salem,
Virginia
|
$213K
|
-$1.55K
|
-31
|
-0.7%
|
|
|
1424
|
Aspire Wealth Management
Waltham,
Massachusetts
|
$213K
|
-$267K
|
-5,327
|
-56%
|
|
|
1425
|
Coastal Bridge Advisors
Westport,
Connecticut
|
$212K
|
+$5.06K
|
+101
|
+3%
|
|
