|
2201
|
Searle & Co
Greenwich,
Connecticut
|
$1.06M
|
+$75.1K
|
+150
|
+8%
|
|
|
2202
|
Harvest Investment Services
Oakbrook Terrace,
Illinois
|
$1.05M
|
+$50K
|
+100
|
+5%
|
|
|
2203
|
Cozad Asset Management
Champaign,
Illinois
|
$1.05M
|
+$254K
|
+507
|
+34%
|
|
|
2204
|
Morton Capital Management
Calabasas,
California
|
$1.05M
|
-$51K
|
-102
|
-5%
|
|
|
2205
|
Beck Capital Management
Austin,
Texas
|
$1.05M
|
+$192K
|
+383
|
+24%
|
|
|
2206
|
Total Wealth Planning
Cincinnati,
Ohio
|
$1.04M
|
+$81.1K
|
+162
|
+9%
|
|
|
2207
|
Hamilton Capital
Columbus,
Ohio
|
$1.04M
|
-$64K
|
-128
|
-6%
|
|
|
2208
|
Ardent Capital Management
Cincinnati,
Ohio
|
$1.03M
|
–
|
–
|
–
|
|
|
2209
|
Sensible Money
Scottsdale,
Arizona
|
$1.03M
|
+$10.5K
|
+21
|
+1%
|
|
|
2210
|
LJI Wealth Management
Indianapolis,
Indiana
|
$1.03M
|
+$137K
|
+273
|
+16%
|
|
|
2211
|
Affinity Wealth Management
Wilmington,
Delaware
|
$1.03M
|
–
|
–
|
–
|
|
|
2212
|
Cortland Associates
St Louis,
Missouri
|
$1.03M
|
-$410K
|
-820
|
-30%
|
|
|
2213
|
Omni 360 Wealth
Plainsboro,
New Jersey
|
$1.02M
|
+$6.5K
|
+13
|
+0.7%
|
|
|
2214
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$1.02M
|
-$35K
|
-70
|
-3%
|
|
|
2215
|
Members Trust
Tampa,
Florida
|
$1.02M
|
+$469K
|
+937
|
+93%
|
|
|
2216
|
Sightline Wealth Advisors
Groton,
Connecticut
|
$1.02M
|
-$106K
|
-211
|
-10%
|
|
|
2217
|
|
$1.02M
|
–
|
–
|
–
|
|
|
2218
|
Fort Sheridan Advisors
Highland Park,
Illinois
|
$1.01M
|
–
|
–
|
–
|
|
|
2219
|
|
$1.01M
|
+$963K
|
+1,924
|
New
|
|
|
2220
|
Bank of Marin
Novato,
California
|
$1.01M
|
–
|
–
|
–
|
|
|
2221
|
SageView Advisory Group
Newport Beach,
California
|
$1.01M
|
-$15.6M
|
-31,099
|
-79%
|
|
|
2222
|
Colorado Capital Management
Boulder,
Colorado
|
$1.01M
|
-$72.1K
|
-144
|
-7%
|
|
|
2223
|
Bill Few Associates
Pittsburgh,
Pennsylvania
|
$1.01M
|
-$47K
|
-94
|
-5%
|
|
|
2224
|
Signature Resources Capital Management
Newport Beach,
California
|
$1M
|
–
|
–
|
–
|
|
|
2225
|
Ballast Inc
Lexington,
Kentucky
|
$1M
|
+$4K
|
+8
|
+0.4%
|
|
