|
1101
|
Cornerstone Management
Duluth,
Georgia
|
$299K
|
–
|
–
|
–
|
|
|
1102
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$298K
|
+$115K
|
+701
|
+65%
|
|
|
1103
|
First Nebraska Trust
Lincoln,
Nebraska
|
$298K
|
–
|
–
|
–
|
|
|
1104
|
Hollencrest Capital Management
Newport Beach,
California
|
$297K
|
–
|
–
|
–
|
|
|
1105
|
Rice Partnership
Honolulu,
Hawaii
|
$297K
|
–
|
–
|
–
|
|
|
1106
|
Community Financial Services Group
Newport,
Vermont
|
$296K
|
+$289K
|
+1,763
|
New
|
|
|
1107
|
Cozad Asset Management
Champaign,
Illinois
|
$295K
|
–
|
–
|
–
|
|
|
1108
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$294K
|
-$58.5K
|
-357
|
-17%
|
|
|
1109
|
Madison Wealth Partners
Madison,
Wisconsin
|
$291K
|
–
|
–
|
–
|
|
|
1110
|
Warner Financial
Bethesda,
Maryland
|
$291K
|
+$284K
|
+1,732
|
New
|
|
|
1111
|
Alliance Wealth Advisors (Pennsylvania)
Scranton,
Pennsylvania
|
$290K
|
+$28.8K
|
+176
|
+11%
|
|
|
1112
|
Stone Summit Wealth
Miami,
Florida
|
$290K
|
+$284K
|
+1,735
|
New
|
|
|
1113
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$289K
|
+$281K
|
+1,718
|
New
|
|
|
1114
|
Single Point Partners
Boston,
Massachusetts
|
$287K
|
+$280K
|
+1,707
|
New
|
|
|
1115
|
Merriman Wealth Management
Seattle,
Washington
|
$284K
|
-$15.4K
|
-94
|
-5%
|
|
|
1116
|
Monument Capital Management
Alexandria,
Virginia
|
$283K
|
–
|
–
|
–
|
|
|
1117
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$283K
|
+$277K
|
+1,688
|
New
|
|
|
1118
|
Stockman Wealth Management
Billings,
Montana
|
$281K
|
–
|
–
|
–
|
|
|
1119
|
Madison Wealth Management
Cincinnati,
Ohio
|
$281K
|
+$7.37K
|
+45
|
+3%
|
|
|
1120
|
Columbia Trust
Portland,
Oregon
|
$280K
|
–
|
–
|
–
|
|
|
1121
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
$280K
|
–
|
–
|
–
|
|
|
1122
|
Bridge Advisory
Pasadena,
California
|
$280K
|
+$655
|
+4
|
+0.2%
|
|
|
1123
|
Index Fund Advisors
Irvine,
California
|
$280K
|
+$273K
|
+1,667
|
New
|
|
|
1124
|
Aspire Private Capital
Cornelius,
North Carolina
|
$279K
|
–
|
–
|
–
|
|
|
1125
|
Dixon Hughes Goodman Wealth Advisors
Asheville,
North Carolina
|
$278K
|
+$271K
|
+1,656
|
New
|
|
