|
201
|
Vivid Financial Management
Orcutt,
California
|
$735K
|
+$3.79K
|
+42
|
+0.5%
|
|
|
202
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$723K
|
–
|
–
|
–
|
|
|
203
|
Bank of New York Mellon
New York
|
$703K
|
-$69K
|
-766
|
-9%
|
|
|
204
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$691K
|
–
|
–
|
–
|
|
|
205
|
Weil Company
San Diego,
California
|
$687K
|
-$73K
|
-810
|
-10%
|
|
|
206
|
FourThought Financial
Venice,
Florida
|
$686K
|
-$65K
|
-721
|
-9%
|
|
|
207
|
KWB Wealth
Redlands,
California
|
$682K
|
-$241K
|
-2,672
|
-26%
|
|
|
208
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$680K
|
-$291K
|
-3,228
|
-30%
|
|
|
209
|
Mercer Global Advisors
Denver,
Colorado
|
$676K
|
+$160K
|
+1,772
|
+31%
|
|
|
210
|
Baker Avenue Asset Management
San Francisco,
California
|
$670K
|
-$186K
|
-2,064
|
-22%
|
|
|
211
|
9258 Wealth Management
Blue Ash,
Ohio
|
$660K
|
–
|
–
|
–
|
|
|
212
|
Focus Financial Network
Minneapolis,
Minnesota
|
$646K
|
+$641K
|
+7,115
|
New
|
|
|
213
|
Eldridge Investment Advisors
Manchester,
New Hampshire
|
$645K
|
–
|
–
|
–
|
|
|
214
|
Valley Forge Investment Consultants
Audubon,
Pennsylvania
|
$644K
|
–
|
–
|
–
|
|
|
215
|
Steward Partners Investment Advisory
New York
|
$640K
|
+$180K
|
+1,993
|
+39%
|
|
|
216
|
IFG Advisory
Atlanta,
Georgia
|
$636K
|
-$247K
|
-2,737
|
-28%
|
|
|
217
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$635K
|
+$162K
|
+1,802
|
+35%
|
|
|
218
|
NexWave Capital Partners
New York
|
$623K
|
+$1.17K
|
+13
|
+0.2%
|
|
|
219
|
Linscomb Wealth
Houston,
Texas
|
$613K
|
-$15.4K
|
-171
|
-2%
|
|
|
220
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$611K
|
-$196K
|
-2,172
|
-24%
|
|
|
221
|
Colonial River Investments
Midlothian,
Virginia
|
$604K
|
-$111K
|
-1,232
|
-16%
|
|
|
222
|
Prospera Financial Services
Dallas,
Texas
|
$597K
|
+$43.7K
|
+485
|
+8%
|
|
|
223
|
Corbett Road Capital Management
Mclean,
Virginia
|
$585K
|
-$1.92M
|
-21,353
|
-77%
|
|
|
224
|
US Financial Advisors
Braintree,
Massachusetts
|
$584K
|
+$343K
|
+3,802
|
+145%
|
|
|
225
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$583K
|
+$47.9K
|
+532
|
+9%
|
|
