|
2501
|
Sage Private Wealth Group
Oakbrook Terrace,
Illinois
|
$246K
|
-$225K
|
-2,717
|
-47%
|
|
|
2502
|
Planning Directions
Glen Mills,
Pennsylvania
|
$246K
|
+$4.06K
|
+49
|
+2%
|
|
|
2503
|
Lumbard & Kellner
Hollis,
New Hampshire
|
$245K
|
–
|
–
|
–
|
|
|
2504
|
Meridian Financial
Holliston,
Massachusetts
|
$244K
|
+$3.48K
|
+42
|
+1%
|
|
|
2505
|
McGlone Suttner Wealth Management
Appleton,
Wisconsin
|
$244K
|
-$156K
|
-1,880
|
-38%
|
|
|
2506
|
Pinnacle Family Advisors
Springfield,
Missouri
|
$244K
|
-$497
|
-6
|
-0.2%
|
|
|
2507
|
Diversified Management
Milwaukee,
Wisconsin
|
$244K
|
+$251K
|
+3,035
|
New
|
|
|
2508
|
Catalyst Capital Advisors
Huntington,
New York
|
$243K
|
-$181K
|
-2,182
|
-42%
|
|
|
2509
|
AM Investment Strategies
Chattanooga,
Tennessee
|
$243K
|
-$1.32K
|
-16
|
-0.5%
|
|
|
2510
|
Severin Investments
St. Louis,
Missouri
|
$243K
|
-$427K
|
-5,161
|
-63%
|
|
|
2511
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$242K
|
+$250K
|
+3,014
|
New
|
|
|
2512
|
TD Capital Management
Memphis,
Tennessee
|
$242K
|
+$25.4K
|
+307
|
+11%
|
|
|
2513
|
San Luis Wealth Advisors
San Luis Obispo,
California
|
$241K
|
-$29.1K
|
-351
|
-10%
|
|
|
2514
|
Formulate Financial
Boca Raton,
Florida
|
$241K
|
–
|
–
|
–
|
|
|
2515
|
Auxano Advisors
Bellevue,
Washington
|
$241K
|
+$26.1K
|
+315
|
+12%
|
|
|
2516
|
Lawson Kroeker Investment Management
Omaha,
Nebraska
|
$241K
|
–
|
–
|
–
|
|
|
2517
|
Pingora Partners
Wilson,
Wyoming
|
$241K
|
–
|
–
|
–
|
|
|
2518
|
SLT Holdings
Scottsdale,
Arizona
|
$241K
|
+$248K
|
+3,000
|
New
|
|
|
2519
|
Portland Global Advisors
Portland,
Maine
|
$240K
|
–
|
–
|
–
|
|
|
2520
|
Meridian Wealth Advisors
Austin,
Texas
|
$239K
|
-$46.1K
|
-556
|
-16%
|
|
|
2521
|
Todd Wealth Management, LLC
Venice,
Florida
|
$239K
|
+$247K
|
+2,981
|
New
|
|
|
2522
|
BlueDoor Private Wealth
Beverly,
Massachusetts
|
$239K
|
+$247K
|
+2,979
|
New
|
|
|
2523
|
Citizens Business Bank
Ontario,
California
|
$239K
|
-$24.8K
|
-300
|
-9%
|
|
|
2524
|
Vista Investment Partners II
Richmond,
Indiana
|
$239K
|
+$11.1K
|
+134
|
+5%
|
|
|
2525
|
eCIO Inc
Madison,
Wisconsin
|
$238K
|
-$19.7K
|
-238
|
-7%
|
|
