|
2701
|
Summitry LLC
Foster City,
California
|
$399K
|
-$134K
|
-6,170
|
-30%
|
|
|
2702
|
Callahan Advisors
Houston,
Texas
|
$398K
|
+$310K
|
+14,340
|
New
|
|
|
2703
|
Trek Financial
Scottsdale,
Arizona
|
$398K
|
+$310K
|
+14,340
|
New
|
|
|
2704
|
Waypoint Wealth Counsel
Atlanta,
Georgia
|
$397K
|
+$309K
|
+14,300
|
New
|
|
|
2705
|
Kooman & Associates
Altoona,
Pennsylvania
|
$397K
|
+$6.28K
|
+290
|
+2%
|
|
|
2706
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$396K
|
-$259K
|
-11,970
|
-46%
|
|
|
2707
|
Sunesis Advisors
Overland Park,
Kansas
|
$395K
|
–
|
–
|
–
|
|
|
2708
|
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
$394K
|
-$48.9K
|
-2,260
|
-14%
|
|
|
2709
|
Wealthstream Advisors
New York
|
$394K
|
+$307K
|
+14,170
|
New
|
|
|
2710
|
Echo45 Advisors
Walnut Creek,
California
|
$392K
|
-$32.9K
|
-1,520
|
-10%
|
|
|
2711
|
DMC Group
Birmingham,
Alabama
|
$392K
|
-$136K
|
-6,280
|
-31%
|
|
|
2712
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$392K
|
+$2.6K
|
+120
|
+0.9%
|
|
|
2713
|
Wealth Advisors of Iowa
West Des Moines,
Iowa
|
$390K
|
–
|
–
|
–
|
|
|
2714
|
|
$389K
|
+$303K
|
+14,000
|
New
|
|
|
2715
|
Mirador Capital Partners
Pleasanton,
California
|
$389K
|
-$17.3K
|
-800
|
-5%
|
|
|
2716
|
Osterweis Capital Management
San Francisco,
California
|
$389K
|
+$8.44K
|
+390
|
+3%
|
|
|
2717
|
Hofer & Associates
Thousand Oaks,
California
|
$388K
|
–
|
–
|
–
|
|
|
2718
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$387K
|
-$60.8K
|
-2,810
|
-17%
|
|
|
2719
|
RIA Advisory Group
Des Moines,
Iowa
|
$386K
|
+$301K
|
+13,890
|
New
|
|
|
2720
|
Noesis Capital Mangement
Boca Raton,
Florida
|
$385K
|
-$10.8K
|
-500
|
-3%
|
|
|
2721
|
Peak Planning Group
Centennial,
Colorado
|
$385K
|
+$300K
|
+13,860
|
New
|
|
|
2722
|
Source Financial Advisors
New York
|
$385K
|
+$300K
|
+13,850
|
New
|
|
|
2723
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$384K
|
-$248K
|
-11,480
|
-45%
|
|
|
2724
|
Apeiron RIA
Dallas,
Texas
|
$383K
|
+$299K
|
+13,830
|
New
|
|
|
2725
|
Catalyst Capital Advisors
Huntington,
New York
|
$382K
|
-$118K
|
-5,460
|
-28%
|
|
