|
1601
|
Latitude Advisors
Vero Beach,
Florida
|
$455K
|
+$48.8K
|
+509
|
+12%
|
|
|
1602
|
|
$455K
|
-$20.8K
|
-217
|
-4%
|
|
|
1603
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$451K
|
-$77.4K
|
-807
|
-14%
|
|
|
1604
|
Silicon Hills Wealth Management
Austin,
Texas
|
$450K
|
-$55K
|
-573
|
-11%
|
|
|
1605
|
CFM Wealth Partners
Austin,
Texas
|
$449K
|
–
|
–
|
–
|
|
|
1606
|
Intercontinental Wealth Advisors
San Antonio,
Texas
|
$449K
|
-$19.2K
|
-200
|
-4%
|
|
|
1607
|
Catalyst Wealth Management
Atlanta,
Georgia
|
$448K
|
+$454K
|
+4,735
|
New
|
|
|
1608
|
Truvestments Capital
Sarasota,
Florida
|
$447K
|
-$64.1K
|
-668
|
-12%
|
|
|
1609
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$446K
|
+$452K
|
+4,710
|
New
|
|
|
1610
|
Donor Advised Charitable Giving
San Francisco,
California
|
$445K
|
+$6.62K
|
+69
|
+1%
|
|
|
1611
|
RWA Wealth Partners
Newton,
Massachusetts
|
$445K
|
-$23.2K
|
-242
|
-5%
|
|
|
1612
|
GFG Capital
Miami,
Florida
|
$445K
|
-$32.9K
|
-343
|
-7%
|
|
|
1613
|
Cassady Schiller Wealth Management
Cincinnati,
Ohio
|
$444K
|
-$5.18K
|
-54
|
-1%
|
|
|
1614
|
Allegheny Financial Group
Pittsburgh,
Pennsylvania
|
$442K
|
-$1.34K
|
-14
|
-0.3%
|
|
|
1615
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$442K
|
+$292K
|
+3,048
|
+188%
|
|
|
1616
|
North Star Investment Management
Chicago,
Illinois
|
$440K
|
–
|
–
|
–
|
|
|
1617
|
BTC Capital Management
Des Moines,
Iowa
|
$438K
|
-$50.6K
|
-528
|
-10%
|
|
|
1618
|
Fortitude Advisory Group
Gig Harbor,
Washington
|
$437K
|
-$27K
|
-282
|
-6%
|
|
|
1619
|
RCS Financial Planning
Annapolis,
Maryland
|
$437K
|
+$443K
|
+4,615
|
New
|
|
|
1620
|
Bowman & Company
Oshkosh,
Wisconsin
|
$436K
|
-$134K
|
-1,402
|
-23%
|
|
|
1621
|
Rothschild Investment LLC
Chicago,
Illinois
|
$435K
|
-$29.4K
|
-307
|
-6%
|
|
|
1622
|
J.W. Burns & Co
Dewitt,
New York
|
$435K
|
+$441K
|
+4,600
|
New
|
|
|
1623
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
$433K
|
-$58.6K
|
-611
|
-12%
|
|
|
1624
|
MONECO Advisors
Fairfield,
Connecticut
|
$432K
|
-$78.7K
|
-821
|
-15%
|
|
|
1625
|
Appleton Partners
Boston,
Massachusetts
|
$431K
|
+$4.32K
|
+45
|
+1%
|
|
