|
2401
|
Falcon Wealth Planning
Ontario,
California
|
$203K
|
+$211K
|
+1,766
|
New
|
|
|
2402
|
Detalus Advisors
St. Louis,
Missouri
|
$203K
|
+$1.31K
|
+11
|
+0.6%
|
|
|
2403
|
Ceera Investments
Bellaire,
Texas
|
$203K
|
–
|
–
|
–
|
|
|
2404
|
FSB Premier Wealth Management
Waterloo,
Iowa
|
$202K
|
-$10.2K
|
-85
|
-5%
|
|
|
2405
|
GatePass Capital
Independence,
Ohio
|
$202K
|
+$209K
|
+1,750
|
New
|
|
|
2406
|
Uniting Wealth Partners
Mission,
Kansas
|
$201K
|
+$209K
|
+1,746
|
New
|
|
|
2407
|
Tealwood Asset Management
Minneapolis,
Minnesota
|
$201K
|
+$208K
|
+1,741
|
New
|
|
|
2408
|
Integris Wealth Management
Monterey,
California
|
$201K
|
–
|
–
|
–
|
|
|
2409
|
Topsail Wealth Management
Charlotte,
North Carolina
|
$198K
|
+$205K
|
+1,715
|
New
|
|
|
2410
|
Independence Bank of Kentucky
Owensboro,
Kentucky
|
$196K
|
+$27.1K
|
+227
|
+15%
|
|
|
2411
|
High Note Wealth
Deephaven,
Minnesota
|
$196K
|
+$203K
|
+1,700
|
New
|
|
|
2412
|
GoalVest Advisory
New York
|
$192K
|
–
|
–
|
–
|
|
|
2413
|
Kiely Wealth Advisory Group
Kernersville,
North Carolina
|
$190K
|
–
|
–
|
–
|
|
|
2414
|
|
$189K
|
+$2.15K
|
+18
|
+1%
|
|
|
2415
|
Legacy Bridge
West Des Moines,
Iowa
|
$188K
|
–
|
–
|
–
|
|
|
2416
|
EnRich Financial Partners
Madison,
Wisconsin
|
$188K
|
-$239
|
-2
|
-0.1%
|
|
|
2417
|
Versant Capital Management
Phoenix,
Arizona
|
$188K
|
+$81.6K
|
+683
|
+72%
|
|
|
2418
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
$188K
|
+$239
|
+2
|
+0.1%
|
|
|
2419
|
Rainier Family Wealth
Tacoma,
Washington
|
$185K
|
+$192K
|
+1,603
|
New
|
|
|
2420
|
Islay Capital Management
Lubbock,
Texas
|
$183K
|
+$358
|
+3
|
+0.2%
|
|
|
2421
|
Evensky & Katz
Coral Gables,
Florida
|
$179K
|
+$41.6K
|
+348
|
+29%
|
|
|
2422
|
Red Tortoise LLC
Atlanta,
Georgia
|
$178K
|
–
|
–
|
–
|
|
|
2423
|
Fuller & Thaler Asset Management
San Mateo,
California
|
$178K
|
+$102K
|
+852
|
+124%
|
|
|
2424
|
Angeles Wealth Management
Santa Monica,
California
|
$172K
|
–
|
–
|
–
|
|
|
2425
|
Fedenia Advisers
Madison,
Wisconsin
|
$170K
|
+$176K
|
+1,472
|
New
|
|
