|
1701
|
Gimbal Financial
Carmel,
Indiana
|
$237K
|
–
|
–
|
–
|
|
|
1702
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$236K
|
+$8.05K
|
+129
|
+4%
|
|
|
1703
|
Zhang Financial
Portage,
Michigan
|
$236K
|
+$3.12K
|
+50
|
+1%
|
|
|
1704
|
Gemmer Asset Management
Walnut Creek,
California
|
$235K
|
+$223K
|
+3,568
|
New
|
|
|
1705
|
First American Trust
Santa Ana,
California
|
$233K
|
+$221K
|
+3,542
|
New
|
|
|
1706
|
Shira Ridge Wealth Management
Larkspur,
California
|
$233K
|
-$40K
|
-642
|
-15%
|
|
|
1707
|
Snider Financial Group
Bellevue,
Washington
|
$233K
|
-$499
|
-8
|
-0.2%
|
|
|
1708
|
Acorn Financial Advisory Services
Reston,
Virginia
|
$232K
|
+$220K
|
+3,523
|
New
|
|
|
1709
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$231K
|
-$13.7K
|
-220
|
-6%
|
|
|
1710
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$231K
|
–
|
–
|
–
|
|
|
1711
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$230K
|
-$108K
|
-1,730
|
-33%
|
|
|
1712
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$230K
|
-$6.11K
|
-98
|
-3%
|
|
|
1713
|
Partners in Financial Planning
Salem,
Virginia
|
$229K
|
–
|
–
|
–
|
|
|
1714
|
Ceera Investments
Bellaire,
Texas
|
$228K
|
–
|
–
|
–
|
|
|
1715
|
Goldstone Financial Group
Oakbrook Terrace,
Illinois
|
$228K
|
+$215K
|
+3,453
|
New
|
|
|
1716
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$227K
|
–
|
–
|
–
|
|
|
1717
|
Portside Wealth Group
Provo,
Utah
|
$226K
|
+$214K
|
+3,433
|
New
|
|
|
1718
|
CPA Asset Management
West Palm Beach,
Florida
|
$226K
|
–
|
–
|
–
|
|
|
1719
|
Waypoint Wealth Counsel
Atlanta,
Georgia
|
$224K
|
–
|
–
|
–
|
|
|
1720
|
Washington Trust Bank
Spokane,
Washington
|
$223K
|
-$21.8K
|
-349
|
-9%
|
|
|
1721
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$223K
|
–
|
–
|
–
|
|
|
1722
|
Mason Street Advisors
Milwaukee,
Wisconsin
|
$221K
|
+$209K
|
+3,350
|
New
|
|
|
1723
|
Golden Road Advisors
Tampa,
Florida
|
$220K
|
+$208K
|
+3,336
|
New
|
|
|
1724
|
Hardin Capital Partners
Greenville,
South Carolina
|
$220K
|
–
|
–
|
–
|
|
|
1725
|
Forum Financial Management
Lombard,
Illinois
|
$220K
|
-$7.17K
|
-115
|
-3%
|
|
