|
2126
|
Straight Path Wealth Management
Jenison,
Michigan
|
$340K
|
–
|
–
|
–
|
|
|
2127
|
Nestegg Advisors
Hauppauge,
New York
|
$339K
|
-$3.09K
|
-11
|
-1%
|
|
|
2128
|
Monarch Capital Management
Fort Wayne,
Indiana
|
$337K
|
+$38.5K
|
+137
|
+14%
|
|
|
2129
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$336K
|
+$77.3K
|
+275
|
+33%
|
|
|
2130
|
Elevatus Welath Management
Victor,
New York
|
$336K
|
–
|
–
|
–
|
|
|
2131
|
PDS Planning
Dublin,
Ohio
|
$336K
|
+$5.9K
|
+21
|
+2%
|
|
|
2132
|
Charles Schwab Trust
Henderson,
Nevada
|
$335K
|
+$7.87K
|
+28
|
+3%
|
|
|
2133
|
INVST
Indianapolis,
Indiana
|
$334K
|
+$15.2K
|
+54
|
+5%
|
|
|
2134
|
JTC Employer Solutions Trustee
St Helier,
Jersey
|
$334K
|
+$101K
|
+358
|
+47%
|
|
|
2135
|
Plan A Wealth
Lincoln,
Nebraska
|
$333K
|
-$134K
|
-476
|
-30%
|
|
|
2136
|
Cascade Investment Group
Colorado Springs,
Colorado
|
$333K
|
-$14.1K
|
-50
|
-4%
|
|
|
2137
|
Mindset Wealth Management
Indianapolis,
Indiana
|
$332K
|
+$281
|
+1
|
+0.1%
|
|
|
2138
|
The Wealth Group
Eden Prairie,
Minnesota
|
$331K
|
+$10.4K
|
+37
|
+3%
|
|
|
2139
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$331K
|
-$42.4K
|
-151
|
-12%
|
|
|
2140
|
PPS&V Asset Management Consultants
Portage,
Michigan
|
$330K
|
-$42.2K
|
-150
|
-12%
|
|
|
2141
|
Gallacher Capital Management
Lone Tree,
Colorado
|
$330K
|
-$152K
|
-540
|
-33%
|
|
|
2142
|
Northern Financial Advisors
Bloomfield Hills,
Michigan
|
$330K
|
-$11K
|
-39
|
-3%
|
|
|
2143
|
Capasso Planning Partners
Charleston,
South Carolina
|
$328K
|
+$22.2K
|
+79
|
+8%
|
|
|
2144
|
McCollum Christoferson Group
Amherst,
New York
|
$327K
|
-$4.21K
|
-15
|
-1%
|
|
|
2145
|
Oakworth Capital
Birmingham,
Alabama
|
$327K
|
+$162K
|
+578
|
+113%
|
|
|
2146
|
Birmingham Capital Management
Birmingham,
Alabama
|
$327K
|
–
|
–
|
–
|
|
|
2147
|
Kennicott Capital Management
Corte Madera,
California
|
$325K
|
–
|
–
|
–
|
|
|
2148
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$325K
|
-$48.3K
|
-172
|
-14%
|
|
|
2149
|
Tassel Capital Management
Matthews,
North Carolina
|
$325K
|
-$73.9K
|
-263
|
-20%
|
|
|
2150
|
Cardinal Capital Management Inc (North Carolina)
Raleigh,
North Carolina
|
$324K
|
+$303K
|
+1,078
|
New
|
|
