|
1701
|
Powell Investment Advisors
Miami,
Florida
|
$430K
|
+$999
|
+17
|
+0.2%
|
|
|
1702
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$430K
|
+$74K
|
+1,260
|
+21%
|
|
|
1703
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$429K
|
+$47K
|
+800
|
+12%
|
|
|
1704
|
Rollins Financial Advisors
New York City,
New York
|
$429K
|
-$278K
|
-4,728
|
-39%
|
|
|
1705
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$428K
|
+$30K
|
+510
|
+7%
|
|
|
1706
|
Clear Creek Financial Management
Silverdale,
Washington
|
$427K
|
+$2.41K
|
+41
|
+0.7%
|
|
|
1707
|
Operose Advisors
Milwaukee,
Wisconsin
|
$427K
|
+$646
|
+11
|
+0.2%
|
|
|
1708
|
Grant Street Asset Management
Canonsburg,
Pennsylvania
|
$423K
|
+$7.34K
|
+125
|
+2%
|
|
|
1709
|
Mason Investment Advisory Services
Reston,
Virginia
|
$422K
|
+$33.4K
|
+568
|
+9%
|
|
|
1710
|
CapWealth Advisors
Franklin,
Tennessee
|
$422K
|
+$69.9K
|
+1,190
|
+20%
|
|
|
1711
|
Sanibel Captiva Trust Company
Sanibel,
Florida
|
$421K
|
+$37.6K
|
+640
|
+10%
|
|
|
1712
|
My Personal CFO LLC
Vancouver,
Washington
|
$420K
|
–
|
–
|
–
|
|
|
1713
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
$420K
|
–
|
–
|
–
|
|
|
1714
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$418K
|
+$38.5K
|
+655
|
+10%
|
|
|
1715
|
DDD Partners
Bellevue,
Washington
|
$418K
|
+$117
|
+2
|
+0%
|
|
|
1716
|
Capital Planning
Bellevue,
Washington
|
$418K
|
–
|
–
|
–
|
|
|
1717
|
Ardent Capital Management
Cincinnati,
Ohio
|
$417K
|
-$154K
|
-2,625
|
-27%
|
|
|
1718
|
Rappaport Reiches Capital Management
Skokie`,
Illinois
|
$417K
|
–
|
–
|
–
|
|
|
1719
|
Tempus Wealth Planning
Irvine,
California
|
$413K
|
-$57K
|
-971
|
-12%
|
|
|
1720
|
Defined Wealth Management
Beaverton,
Oregon
|
$412K
|
-$3.06K
|
-52
|
-0.7%
|
|
|
1721
|
Falcon Wealth Planning
Ontario,
California
|
$411K
|
–
|
–
|
–
|
|
|
1722
|
ARS Investment Partners
New York
|
$410K
|
–
|
–
|
–
|
|
|
1723
|
Mason & Associates (California)
Los Angeles,
California
|
$409K
|
-$39.9K
|
-680
|
-9%
|
|
|
1724
|
McElhenny Sheffield Capital Management
Dallas,
Texas
|
$407K
|
+$22K
|
+375
|
+6%
|
|
|
1725
|
Innealta Capital
Austin,
Texas
|
$407K
|
-$43.3K
|
-737
|
-10%
|
|
