|
1701
|
WBH Advisory
Baltimore,
Maryland
|
$227K
|
-$120K
|
-392
|
-31%
|
|
|
1702
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$227K
|
-$21.4K
|
-70
|
-7%
|
|
|
1703
|
Convergence Investment Partners
Palm Beach Gardens,
Florida
|
$227K
|
+$270K
|
+880
|
New
|
|
|
1704
|
Covenant Partners
Nashville,
Tennessee
|
$226K
|
-$99.6K
|
-325
|
-27%
|
|
|
1705
|
Corundum Group
Colorado Springs,
Colorado
|
$226K
|
–
|
–
|
–
|
|
|
1706
|
JGP Wealth Management
Bend,
Oregon
|
$226K
|
–
|
–
|
–
|
|
|
1707
|
AllSquare Wealth Management
Albany,
New York
|
$226K
|
+$12.3K
|
+40
|
+5%
|
|
|
1708
|
Towerpoint Wealth
Sacramento,
California
|
$225K
|
+$38.6K
|
+126
|
+17%
|
|
|
1709
|
DFPG Investments
Sandy,
Utah
|
$223K
|
+$45K
|
+147
|
+23%
|
|
|
1710
|
Vectors Research Management
New York
|
$222K
|
-$146K
|
-476
|
-36%
|
|
|
1711
|
Hotaling Investment Management
Wayne,
Pennsylvania
|
$222K
|
-$30.6K
|
-100
|
-10%
|
|
|
1712
|
Shilanski & Associates
Anchorage,
Alaska
|
$222K
|
+$264K
|
+861
|
New
|
|
|
1713
|
Plotkin Financial Advisors
Chevy Chase,
Maryland
|
$222K
|
–
|
–
|
–
|
|
|
1714
|
CCG Wealth Management
San Diego,
California
|
$218K
|
-$19.6K
|
-64
|
-7%
|
|
|
1715
|
Essex Private Wealth Management
Topsfield,
Massachusetts
|
$218K
|
–
|
–
|
–
|
|
|
1716
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$218K
|
–
|
–
|
–
|
|
|
1717
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$218K
|
+$4.6K
|
+15
|
+2%
|
|
|
1718
|
GenWealth Group
Maplewood,
New Jersey
|
$213K
|
-$13.8M
|
-44,993
|
-98%
|
|
|
1719
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$213K
|
-$87.9K
|
-287
|
-26%
|
|
|
1720
|
Retirement Capital Strategies
San Jose,
California
|
$213K
|
–
|
–
|
–
|
|
|
1721
|
Federated Hermes
Pittsburgh,
Pennsylvania
|
$213K
|
+$252K
|
+824
|
New
|
|
|
1722
|
Ategra Capital Management
Vienna,
Virginia
|
$212K
|
+$19.9K
|
+65
|
+9%
|
|
|
1723
|
Goodman Financial
Houston,
Texas
|
$212K
|
-$46.3K
|
-151
|
-16%
|
|
|
1724
|
Rosenblum Silverman Sutton
San Francisco,
California
|
$209K
|
+$248K
|
+809
|
New
|
|
|
1725
|
Columbus Macro
New Castle,
Pennsylvania
|
$208K
|
-$955K
|
-3,116
|
-79%
|
|
