|
2701
|
Gleason Group
Prospect,
Kentucky
|
$1.27M
|
+$580K
|
+854
|
+85%
|
|
|
2702
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$1.27M
|
-$300K
|
-442
|
-19%
|
|
|
2703
|
Asset Allocation Strategies
Farmington,
Michigan
|
$1.27M
|
+$198K
|
+292
|
+19%
|
|
|
2704
|
First Long Island Investors
Jericho,
New York
|
$1.27M
|
+$1.26M
|
+1,850
|
New
|
|
|
2705
|
Aventus Investment Advisors
Naples,
Florida
|
$1.27M
|
–
|
–
|
–
|
|
|
2706
|
Douglass Winthrop Advisors
New York
|
$1.26M
|
+$91.7K
|
+135
|
+8%
|
|
|
2707
|
Smart Money Group
Eastland,
Texas
|
$1.26M
|
-$19.7K
|
-29
|
-2%
|
|
|
2708
|
TrustBank
Olney,
Illinois
|
$1.25M
|
+$1.24M
|
+1,831
|
New
|
|
|
2709
|
McLean Asset Management
Tysons,
Virginia
|
$1.25M
|
–
|
–
|
–
|
|
|
2710
|
Retirement Planning Group (New York)
Malta,
New York
|
$1.25M
|
-$3.4K
|
-5
|
-0.3%
|
|
|
2711
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$1.25M
|
-$314K
|
-462
|
-20%
|
|
|
2712
|
Crux Wealth Advisors
Long Beach,
California
|
$1.24M
|
-$29.2K
|
-43
|
-2%
|
|
|
2713
|
|
$1.24M
|
+$47.5K
|
+70
|
+4%
|
|
|
2714
|
Roberts Wealth Advisors
Palo Alto,
California
|
$1.24M
|
-$34K
|
-50
|
-3%
|
|
|
2715
|
Close Asset Management
London,
United Kingdom
|
$1.24M
|
-$118K
|
-174
|
-9%
|
|
|
2716
|
Centerpoint Advisory Group
Overland Park,
Kansas
|
$1.24M
|
+$222K
|
+327
|
+22%
|
|
|
2717
|
Life Planning Partners
Jacksonville,
Florida
|
$1.24M
|
+$143K
|
+210
|
+13%
|
|
|
2718
|
SB Capital Management
Encino,
California
|
$1.24M
|
+$1.23M
|
+1,808
|
New
|
|
|
2719
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$1.23M
|
–
|
–
|
–
|
|
|
2720
|
JM2 Capital
Edmond,
Oklahoma
|
$1.23M
|
+$1.22M
|
+1,801
|
New
|
|
|
2721
|
Shearwater Capital
Denver,
Colorado
|
$1.23M
|
+$261K
|
+384
|
+27%
|
|
|
2722
|
Nvest Financial
Portsmouth,
New Hampshire
|
$1.23M
|
+$263K
|
+388
|
+28%
|
|
|
2723
|
Planning Center Inc
Moline,
Illinois
|
$1.22M
|
–
|
–
|
–
|
|
|
2724
|
SwitchPoint Financial Planning
Lehi,
Utah
|
$1.22M
|
–
|
–
|
–
|
|
|
2725
|
Birchcreek Wealth Management
Miami Township,
Ohio
|
$1.22M
|
-$169K
|
-249
|
-12%
|
|
