|
1001
|
One Day In July LLC
Burlington,
Vermont
|
$218K
|
–
|
–
|
–
|
|
|
1002
|
Fountainhead AM
Warren,
New Jersey
|
$218K
|
+$19.5K
|
+768
|
+9%
|
|
|
1003
|
Strategic Financial Partners
Bend,
Oregon
|
$216K
|
+$2.21K
|
+87
|
+1%
|
|
|
1004
|
Bosun Asset Management
Chicago,
Illinois
|
$215K
|
–
|
–
|
–
|
|
|
1005
|
Peak Asset Management
Louisville,
Colorado
|
$215K
|
–
|
–
|
–
|
|
|
1006
|
Redmont Wealth Advisors
Chicago,
Illinois
|
$215K
|
–
|
–
|
–
|
|
|
1007
|
Blue Trust Inc
Alpharetta,
Georgia
|
$215K
|
+$209K
|
+8,205
|
New
|
|
|
1008
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$214K
|
-$7.4K
|
-291
|
-3%
|
|
|
1009
|
DFPG Investments
Sandy,
Utah
|
$214K
|
-$2.06K
|
-81
|
-0.9%
|
|
|
1010
|
Thrive Wealth Management
Audubon,
Pennsylvania
|
$214K
|
-$76
|
-3
|
-0%
|
|
|
1011
|
InterOcean Capital Group
Nashville,
Tennessee
|
$213K
|
-$40.5K
|
-1,593
|
-15%
|
|
|
1012
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$212K
|
-$2.9K
|
-114
|
-1%
|
|
|
1013
|
Pegasus Asset Management
Montebello,
New York
|
$212K
|
–
|
–
|
–
|
|
|
1014
|
Concentric Wealth Management
Lafayette,
California
|
$212K
|
+$1.22K
|
+48
|
+0.5%
|
|
|
1015
|
Raub Brock Capital Management
Larkspur,
California
|
$212K
|
+$2.14K
|
+84
|
+1%
|
|
|
1016
|
Capital Planning
Bellevue,
Washington
|
$211K
|
-$7.87M
|
-309,477
|
-97%
|
|
|
1017
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$211K
|
–
|
–
|
–
|
|
|
1018
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$211K
|
+$9.01K
|
+354
|
+4%
|
|
|
1019
|
9258 Wealth Management
Blue Ash,
Ohio
|
$210K
|
–
|
–
|
–
|
|
|
1020
|
Laraway Financial Advisors
Saint Cloud,
Minnesota
|
$210K
|
+$22.9K
|
+900
|
+11%
|
|
|
1021
|
Pacific Center for Financial Services
San Ramon,
California
|
$208K
|
+$2.14K
|
+84
|
+1%
|
|
|
1022
|
Pinnacle Private Wealth
Andover,
Massachusetts
|
$208K
|
+$11.1K
|
+435
|
+5%
|
|
|
1023
|
CWS Financial Advisors
Kalamazoo,
Michigan
|
$208K
|
+$222K
|
+8,718
|
New
|
|
|
1024
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$207K
|
+$9.69K
|
+381
|
+5%
|
|
|
1025
|
Catalyst Private Wealth
San Mateo,
California
|
$207K
|
+$24.6K
|
+969
|
+13%
|
|
