|
1851
|
My Personal CFO LLC
Vancouver,
Washington
|
$445K
|
–
|
–
|
–
|
|
|
1852
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$444K
|
+$457K
|
+7,124
|
New
|
|
|
1853
|
Ardent Capital Management
Cincinnati,
Ohio
|
$444K
|
–
|
–
|
–
|
|
|
1854
|
Roundview Capital
Princeton,
New Jersey
|
$443K
|
+$29.7K
|
+463
|
+7%
|
|
|
1855
|
Aries Wealth Management
Portland,
Maine
|
$441K
|
–
|
–
|
–
|
|
|
1856
|
Capital Planning
Bellevue,
Washington
|
$440K
|
-$4.68K
|
-73
|
-1%
|
|
|
1857
|
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
|
$440K
|
-$12.8K
|
-200
|
-3%
|
|
|
1858
|
Mainstream Capital Management
Los Angeles,
California
|
$439K
|
–
|
–
|
–
|
|
|
1859
|
Tradition Wealth Management
Edina,
Minnesota
|
$438K
|
-$3.59K
|
-56
|
-0.8%
|
|
|
1860
|
WoodTrust Financial
Wisconsin Rapids,
Wisconsin
|
$438K
|
+$19.2K
|
+300
|
+4%
|
|
|
1861
|
Potomac Fund Management
Miami,
Florida
|
$437K
|
+$450K
|
+7,010
|
New
|
|
|
1862
|
|
$436K
|
–
|
–
|
–
|
|
|
1863
|
Greenhouse Wealth Management
Westport,
Connecticut
|
$436K
|
+$1.8K
|
+28
|
+0.4%
|
|
|
1864
|
McElhenny Sheffield Capital Management
Dallas,
Texas
|
$436K
|
-$43.3K
|
-675
|
-9%
|
|
|
1865
|
Balentine LLC
Atlanta,
Georgia
|
$435K
|
–
|
–
|
–
|
|
|
1866
|
TI-Trust
Quincy,
Illinois
|
$432K
|
–
|
–
|
–
|
|
|
1867
|
JT Stratford LLC
Gainesville,
Georgia
|
$431K
|
+$3.72K
|
+58
|
+0.8%
|
|
|
1868
|
Occidental Asset Management
Burlingame,
California
|
$429K
|
+$321
|
+5
|
+0.1%
|
|
|
1869
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
$429K
|
+$19.9K
|
+311
|
+5%
|
|
|
1870
|
Kovack Advisors
Ft. Lauderdale,
Florida
|
$427K
|
+$168K
|
+2,625
|
+62%
|
|
|
1871
|
Defined Wealth Management
Beaverton,
Oregon
|
$427K
|
-$10.3K
|
-161
|
-2%
|
|
|
1872
|
Canvas Wealth Advisors
Shawnee,
Kansas
|
$426K
|
-$4.42K
|
-69
|
-1%
|
|
|
1873
|
Keebeck Wealth Management
Chicago,
Illinois
|
$425K
|
-$1.8K
|
-28
|
-0.4%
|
|
|
1874
|
Whalerock Point Partners
Providence,
Rhode Island
|
$425K
|
–
|
–
|
–
|
|
|
1875
|
One Wealth Management Investment & Advisory Services
Miami Beach,
Florida
|
$424K
|
-$2.18K
|
-34
|
-0.5%
|
|
