|
2601
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$248K
|
+$2.28K
|
+6
|
+1%
|
|
|
2602
|
Opes Wealth Management
Menlo Park,
California
|
$248K
|
+$230K
|
+605
|
New
|
|
|
2603
|
Shaker Financial Services
Arlington,
Virginia
|
$247K
|
-$8.73K
|
-23
|
-4%
|
|
|
2604
|
First Bank & Trust
Brookings,
South Dakota
|
$247K
|
+$229K
|
+603
|
New
|
|
|
2605
|
Letson Investment Management
Atlanta,
Georgia
|
$247K
|
+$229K
|
+602
|
New
|
|
|
2606
|
Grey Fox Wealth Advisors
Rockland,
Delaware
|
$246K
|
+$228K
|
+601
|
New
|
|
|
2607
|
Forza Wealth Management
Sarasota,
Florida
|
$246K
|
-$1.14M
|
-3,000
|
-83%
|
|
|
2608
|
1776 Wealth
Atlanta,
Georgia
|
$246K
|
–
|
–
|
–
|
|
|
2609
|
Bath Savings Trust
Bath,
Maine
|
$246K
|
–
|
–
|
–
|
|
|
2610
|
Barlow Wealth Partners
Louisville,
Kentucky
|
$246K
|
+$228K
|
+600
|
New
|
|
|
2611
|
Wiser Advisor Group
Phoenix,
Arizona
|
$245K
|
+$227K
|
+599
|
New
|
|
|
2612
|
Matisse Capital
Portland,
Oregon
|
$245K
|
–
|
–
|
–
|
|
|
2613
|
Resource Consulting Group
Orlando,
Florida
|
$244K
|
-$56.9K
|
-150
|
-20%
|
|
|
2614
|
Davis Capital Management
Jacksonville,
Florida
|
$244K
|
+$226K
|
+595
|
New
|
|
|
2615
|
Weaver Capital Management
Suwanee,
Georgia
|
$243K
|
+$225K
|
+594
|
New
|
|
|
2616
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$243K
|
+$10.2K
|
+27
|
+5%
|
|
|
2617
|
Revisor Wealth Management
Akron,
Ohio
|
$242K
|
-$394K
|
-1,037
|
-64%
|
|
|
2618
|
Regis Acquisition
Denver,
Colorado
|
$242K
|
–
|
–
|
–
|
|
|
2619
|
Seed Wealth Management
Evanston,
Illinois
|
$242K
|
–
|
–
|
–
|
|
|
2620
|
Scientech Research LLC
Jersey City,
New Jersey
|
$241K
|
+$224K
|
+589
|
New
|
|
|
2621
|
Trueblood Wealth Management
Lima,
Ohio
|
$241K
|
+$223K
|
+588
|
New
|
|
|
2622
|
|
$241K
|
–
|
–
|
–
|
|
|
2623
|
Alterity Financial Group
Bangor,
Maine
|
$240K
|
+$222K
|
+586
|
New
|
|
|
2624
|
Oliver Luxxe Assets
Gladstone,
New Jersey
|
$240K
|
-$3.8K
|
-10
|
-2%
|
|
|
2625
|
Vision Capital Management
Portland,
Oregon
|
$239K
|
+$222K
|
+585
|
New
|
|
