|
2101
|
LeJeune Puetz Investment Counsel
Traverse City,
Michigan
|
$514K
|
–
|
–
|
–
|
|
|
2102
|
Etesian Wealth Advisors
West Linn,
Oregon
|
$512K
|
+$514K
|
+35,050
|
New
|
|
|
2103
|
Mattern Wealth Management
Lawrence,
Kansas
|
$512K
|
–
|
–
|
–
|
|
|
2104
|
Oasis Management Company
Grand Cayman,
Cayman Islands
|
$511K
|
+$513K
|
+35,000
|
New
|
|
|
2105
|
Sonen Capital
San Francisco,
California
|
$511K
|
+$28.5K
|
+1,940
|
+6%
|
|
|
2106
|
Payden & Rygel
Los Angeles,
California
|
$511K
|
–
|
–
|
–
|
|
|
2107
|
WMG Financial Advisors
Knoxville,
Tennessee
|
$511K
|
-$43.1K
|
-2,940
|
-8%
|
|
|
2108
|
Platte River Wealth Advisors
Louisville,
Colorado
|
$511K
|
-$121K
|
-8,250
|
-19%
|
|
|
2109
|
Edge Wealth Management
New York
|
$509K
|
-$29.3K
|
-2,000
|
-5%
|
|
|
2110
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$508K
|
-$45K
|
-3,070
|
-8%
|
|
|
2111
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$504K
|
-$14.3M
|
-975,710
|
-97%
|
|
|
2112
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$502K
|
+$503K
|
+34,320
|
New
|
|
|
2113
|
Personal CFO Solutions
Chester,
New Jersey
|
$501K
|
-$32.9K
|
-2,240
|
-6%
|
|
|
2114
|
Curi Wealth Management
Raleigh,
North Carolina
|
$501K
|
+$4.55K
|
+310
|
+0.9%
|
|
|
2115
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$497K
|
–
|
–
|
–
|
|
|
2116
|
TCI Wealth Advisors
Tucson,
Arizona
|
$497K
|
+$53.1K
|
+3,620
|
+12%
|
|
|
2117
|
Clay Northam Wealth Management
Huntington Beach,
California
|
$495K
|
+$20.5K
|
+1,400
|
+4%
|
|
|
2118
|
Summit Global Investments
Bountiful,
Utah
|
$495K
|
-$59.5K
|
-4,060
|
-11%
|
|
|
2119
|
Resurgent Financial Advisors
Atlanta,
Georgia
|
$494K
|
-$63.5K
|
-4,330
|
-11%
|
|
|
2120
|
Boyce & Associates Wealth Consulting
Cedar Park,
Texas
|
$494K
|
+$147
|
+10
|
+0%
|
|
|
2121
|
Relyea Zuckerberg Hanson
Stamford,
Connecticut
|
$493K
|
+$205K
|
+14,010
|
+71%
|
|
|
2122
|
North Star Investment Management
Chicago,
Illinois
|
$493K
|
-$394K
|
-26,880
|
-44%
|
|
|
2123
|
Clarus Group
Houston,
Texas
|
$492K
|
+$77.7K
|
+5,300
|
+19%
|
|
|
2124
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
$491K
|
+$26.7K
|
+1,820
|
+6%
|
|
|
2125
|
Rock Creek Group
Washington,
District of Columbia
|
$491K
|
+$39.9K
|
+2,720
|
+9%
|
|
