|
1801
|
Elios Financial Group
Westlake,
Ohio
|
$408K
|
+$395K
|
+6,551
|
New
|
|
|
1802
|
Meridian Financial Partners
Warrenton,
Virginia
|
$407K
|
–
|
–
|
–
|
|
|
1803
|
IMS Capital Management
Portland,
Oregon
|
$406K
|
-$60.3K
|
-1,000
|
-13%
|
|
|
1804
|
Phillips Wealth Planners
Starkville,
Mississippi
|
$406K
|
+$83.2K
|
+1,379
|
+28%
|
|
|
1805
|
Sonora Investment Management Group
Tucson,
Arizona
|
$404K
|
+$186K
|
+3,085
|
+91%
|
|
|
1806
|
Foster & Motley
Cincinnati,
Ohio
|
$402K
|
+$1.51K
|
+25
|
+0.4%
|
|
|
1807
|
Apella Capital
West Hartford,
Connecticut
|
$402K
|
+$127K
|
+2,101
|
+48%
|
|
|
1808
|
McDaniel Terry & Co
Austin,
Texas
|
$401K
|
–
|
–
|
–
|
|
|
1809
|
LexAurum Advisors
Overland Park,
Kansas
|
$401K
|
-$19.1K
|
-316
|
-5%
|
|
|
1810
|
Provenance Wealth Advisors
Fort Lauderdale,
Florida
|
$400K
|
-$241
|
-4
|
-0.1%
|
|
|
1811
|
Kingfisher Capital
Charlotte,
North Carolina
|
$400K
|
+$1.45K
|
+24
|
+0.4%
|
|
|
1812
|
Berkeley Capital Partners
Milton,
Georgia
|
$399K
|
+$1.02K
|
+17
|
+0.3%
|
|
|
1813
|
F/M Investments
Washington,
District of Columbia
|
$397K
|
–
|
–
|
–
|
|
|
1814
|
Forum Financial Management
Lombard,
Illinois
|
$392K
|
+$24.2K
|
+401
|
+7%
|
|
|
1815
|
J.P. Marvel Investment Advisors
Boston,
Massachusetts
|
$392K
|
–
|
–
|
–
|
|
|
1816
|
Charles Schwab Trust
Henderson,
Nevada
|
$392K
|
–
|
–
|
–
|
|
|
1817
|
Central Pacific Bank - Trust Division
Honolulu,
Hawaii
|
$391K
|
–
|
–
|
–
|
|
|
1818
|
Dopkins Wealth Management
Williamsville,
New York
|
$390K
|
-$17.2K
|
-285
|
-4%
|
|
|
1819
|
Ashford Advisors
Pittsford,
New York
|
$390K
|
–
|
–
|
–
|
|
|
1820
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$389K
|
–
|
–
|
–
|
|
|
1821
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$386K
|
+$241
|
+4
|
+0.1%
|
|
|
1822
|
Archer Investment Corporation
Carmel,
Indiana
|
$385K
|
-$12.8K
|
-213
|
-3%
|
|
|
1823
|
First Bancorp
Damariscotta,
Maine
|
$384K
|
-$724
|
-12
|
-0.2%
|
|
|
1824
|
Bison Wealth
Atlanta,
Georgia
|
$382K
|
+$370K
|
+6,136
|
New
|
|
|
1825
|
Morton Capital Management
Calabasas,
California
|
$382K
|
+$369K
|
+6,123
|
New
|
|
