|
1051
|
Continuum Advisory
Eagle,
Idaho
|
$625K
|
-$145K
|
-1,678
|
-20%
|
|
|
1052
|
Proficio Capital Partners
Newton,
Massachusetts
|
$625K
|
+$582K
|
+6,756
|
New
|
|
|
1053
|
Lantern Wealth Advisors
Melville,
New York
|
$623K
|
+$125K
|
+1,452
|
+27%
|
|
|
1054
|
Oxler Private Wealth
Rye Brook,
New York
|
$622K
|
+$345
|
+4
|
+0.1%
|
|
|
1055
|
SkyOak Wealth
Southfield,
Michigan
|
$621K
|
+$315K
|
+3,650
|
+119%
|
|
|
1056
|
Park National Corp
Newark,
Ohio
|
$621K
|
–
|
–
|
–
|
|
|
1057
|
Pure Financial Advisors
San Diego,
California
|
$620K
|
+$100K
|
+1,165
|
+21%
|
|
|
1058
|
Freestone Capital Holdings
Seattle,
Washington
|
$616K
|
-$34.2K
|
-397
|
-6%
|
|
|
1059
|
Chicago Capital
Chicago,
Illinois
|
$614K
|
-$34.5K
|
-400
|
-6%
|
|
|
1060
|
TrinityPoint Wealth
Milford,
Connecticut
|
$613K
|
+$9.48K
|
+110
|
+2%
|
|
|
1061
|
Petix & Botte Financial
La Mesa,
California
|
$610K
|
+$284K
|
+3,293
|
+100%
|
|
|
1062
|
Plancorp LLC
Saint Louis,
Missouri
|
$610K
|
+$15.6K
|
+181
|
+3%
|
|
|
1063
|
Disciplined Investments
Tulsa,
Oklahoma
|
$604K
|
-$38.7K
|
-449
|
-6%
|
|
|
1064
|
Parthenon LLC
Louisville,
Kentucky
|
$603K
|
–
|
–
|
–
|
|
|
1065
|
Wimmer Associates 1
Pasadena,
California
|
$603K
|
–
|
–
|
–
|
|
|
1066
|
Solano Wealth Management
Fairfield,
California
|
$602K
|
–
|
–
|
–
|
|
|
1067
|
Old Second National Bank of Aurora
Aurora,
Illinois
|
$595K
|
+$554K
|
+6,431
|
New
|
|
|
1068
|
ORBA Wealth Advisors
Chicago,
Illinois
|
$594K
|
+$70.7K
|
+820
|
+15%
|
|
|
1069
|
Williams Jones Wealth Management
New York
|
$594K
|
–
|
–
|
–
|
|
|
1070
|
First National Corp
Rockland,
Massachusetts
|
$593K
|
-$16.9K
|
-196
|
-3%
|
|
|
1071
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$593K
|
+$161K
|
+1,869
|
+41%
|
|
|
1072
|
Capital Investment Counsel (Colorado)
Denver,
Colorado
|
$593K
|
-$18.2K
|
-211
|
-3%
|
|
|
1073
|
Forte Asset Management
Bedford,
New York
|
$592K
|
+$552K
|
+6,400
|
New
|
|
|
1074
|
Affinity Capital Advisors
Berkeley,
California
|
$590K
|
–
|
–
|
–
|
|
|
1075
|
Private Ocean
San Rafael,
California
|
$589K
|
–
|
–
|
–
|
|
