|
1201
|
Monterey Private Wealth
Monterey,
California
|
$420K
|
+$660
|
+12
|
+0.2%
|
|
|
1202
|
Well Done LLC
Holland,
Michigan
|
$419K
|
-$170K
|
-3,096
|
-28%
|
|
|
1203
|
TCI Wealth Advisors
Tucson,
Arizona
|
$418K
|
-$440
|
-8
|
-0.1%
|
|
|
1204
|
|
$417K
|
–
|
–
|
–
|
|
|
1205
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$417K
|
-$132K
|
-2,400
|
-24%
|
|
|
1206
|
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
|
$415K
|
–
|
–
|
–
|
|
|
1207
|
Wealth Management Solutions
Exton,
Pennsylvania
|
$413K
|
-$157K
|
-2,860
|
-27%
|
|
|
1208
|
LAM Group
Lake Oswego,
Oregon
|
$412K
|
+$424K
|
+7,700
|
New
|
|
|
1209
|
Cahill Wealth Management
Portage,
Michigan
|
$412K
|
-$43.8K
|
-796
|
-10%
|
|
|
1210
|
Anchor Investment Management
Columbia,
South Carolina
|
$412K
|
-$81.4K
|
-1,480
|
-16%
|
|
|
1211
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$412K
|
-$1.1K
|
-20
|
-0.3%
|
|
|
1212
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$412K
|
+$74.4K
|
+1,352
|
+21%
|
|
|
1213
|
Klingman & Associates
New York
|
$411K
|
-$10.8K
|
-196
|
-2%
|
|
|
1214
|
FourThought Financial Partners
Venice,
Florida
|
$410K
|
+$421K
|
+7,648
|
New
|
|
|
1215
|
Howard Wealth Management
Madison,
Connecticut
|
$406K
|
-$3.3K
|
-60
|
-0.8%
|
|
|
1216
|
Nomura Asset Management
Tokyo,
Japan
|
$405K
|
–
|
–
|
–
|
|
|
1217
|
Strategic Financial Partners
Bend,
Oregon
|
$405K
|
+$12.3K
|
+224
|
+3%
|
|
|
1218
|
Journey Advisory Group
Covington,
Kentucky
|
$404K
|
–
|
–
|
–
|
|
|
1219
|
SNS Financial Group
Minneapolis,
Minnesota
|
$404K
|
+$57.2K
|
+1,040
|
+16%
|
|
|
1220
|
Matthew Goff Investment Advisor
Houston,
Texas
|
$404K
|
–
|
–
|
–
|
|
|
1221
|
Edgestream Partners
Princeton,
New Jersey
|
$403K
|
+$201K
|
+3,656
|
+94%
|
|
|
1222
|
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
|
$403K
|
+$414K
|
+7,528
|
New
|
|
|
1223
|
Cardinal Strategic Wealth Guidance
Louisville,
Kentucky
|
$403K
|
-$4.62K
|
-84
|
-1%
|
|
|
1224
|
Steph & Co
Marinette,
Wisconsin
|
$401K
|
–
|
–
|
–
|
|
|
1225
|
Waypoint Wealth Counsel
Atlanta,
Georgia
|
$401K
|
+$412K
|
+7,484
|
New
|
|
