|
601
|
CVFG LLC
Shelbyville,
Indiana
|
$341K
|
+$16.6K
|
+92
|
+5%
|
|
|
602
|
Goldstein Advisors
Madison,
Wisconsin
|
$340K
|
–
|
–
|
–
|
|
|
603
|
Tidemark
San Diego,
California
|
$339K
|
-$22.4K
|
-124
|
-6%
|
|
|
604
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$339K
|
–
|
–
|
–
|
|
|
605
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$337K
|
+$51.5K
|
+285
|
+19%
|
|
|
606
|
|
$336K
|
+$323K
|
+1,786
|
New
|
|
|
607
|
Heritage Family Offices
Scottsdale,
Arizona
|
$336K
|
–
|
–
|
–
|
|
|
608
|
Pacific Excel Wealth Advisors
Walnut Creek,
California
|
$336K
|
+$322K
|
+1,785
|
New
|
|
|
609
|
Lee Financial
Dallas,
Texas
|
$335K
|
+$321K
|
+1,779
|
New
|
|
|
610
|
WesBanco Bank
Wheeling,
West Virginia
|
$334K
|
–
|
–
|
–
|
|
|
611
|
|
$333K
|
+$320K
|
+1,771
|
New
|
|
|
612
|
Avantax Planning Partners
Dubuque,
Iowa
|
$331K
|
-$9.03K
|
-50
|
-3%
|
|
|
613
|
TritonPoint Wealth
Chevy Chase,
Maryland
|
$331K
|
–
|
–
|
–
|
|
|
614
|
Meeder Advisory Services
Dublin,
Ohio
|
$327K
|
-$22.2K
|
-123
|
-7%
|
|
|
615
|
Action Point Financial Planning
Grand Rapids,
Michigan
|
$327K
|
+$316K
|
+1,747
|
New
|
|
|
616
|
Modern Wealth Management
Lenexa,
Kansas
|
$326K
|
-$44.3K
|
-245
|
-12%
|
|
|
617
|
GTS Securities
Miami,
Florida
|
$326K
|
+$313K
|
+1,733
|
New
|
|
|
618
|
Courier Capital
Buffalo,
New York
|
$326K
|
–
|
–
|
–
|
|
|
619
|
AlphaCore Capital
La Jolla,
California
|
$324K
|
–
|
–
|
–
|
|
|
620
|
Opinicus Capital
Tampa,
Florida
|
$324K
|
-$5.6K
|
-31
|
-2%
|
|
|
621
|
Fingerlakes Wealth Management
Ithaca,
New York
|
$319K
|
+$39.7K
|
+220
|
+15%
|
|
|
622
|
Colonial River Investments
Midlothian,
Virginia
|
$319K
|
-$106K
|
-588
|
-26%
|
|
|
623
|
Altiora Financial Group
Lebanon,
Ohio
|
$319K
|
-$24.6K
|
-136
|
-7%
|
|
|
624
|
Braeburn Wealth Management
Muskegon,
Michigan
|
$319K
|
+$4.33K
|
+24
|
+1%
|
|
|
625
|
Csenge Advisory Group
Clearwater,
Florida
|
$318K
|
+$32.7K
|
+181
|
+12%
|
|
