|
1301
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$432K
|
+$131K
|
+4,795
|
+44%
|
|
|
1302
|
Duncker Streett & Co
St. Louis,
Missouri
|
$431K
|
+$13.8K
|
+504
|
+3%
|
|
|
1303
|
Successful Portfolios
Clearwater,
Florida
|
$431K
|
+$38.3K
|
+1,403
|
+10%
|
|
|
1304
|
Brown Wealth Management
Naperville,
Illinois
|
$431K
|
–
|
–
|
–
|
|
|
1305
|
Armstrong Advisory Group
Needham,
Massachusetts
|
$427K
|
+$437
|
+16
|
+0.1%
|
|
|
1306
|
SouthState Corp
Winter Haven,
Florida
|
$423K
|
-$476K
|
-17,456
|
-53%
|
|
|
1307
|
Rice Partnership
Honolulu,
Hawaii
|
$423K
|
+$141K
|
+5,160
|
+50%
|
|
|
1308
|
Second Line Capital
Metairie,
Louisiana
|
$422K
|
+$180K
|
+6,591
|
+74%
|
|
|
1309
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$421K
|
–
|
–
|
–
|
|
|
1310
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$420K
|
+$2.62K
|
+96
|
+0.6%
|
|
|
1311
|
Matrix Asset Advisors
White Plains,
New York
|
$420K
|
-$114K
|
-4,188
|
-21%
|
|
|
1312
|
Howland Capital Management
Boston,
Massachusetts
|
$418K
|
-$164
|
-6
|
-0%
|
|
|
1313
|
Drive Wealth Management
Lehi,
Utah
|
$417K
|
-$289K
|
-10,587
|
-41%
|
|
|
1314
|
Heritage Wealth Management (Ohio)
Cincinnati,
Ohio
|
$417K
|
–
|
–
|
–
|
|
|
1315
|
Leading Edge Financial Planning
Knoxville,
Tennessee
|
$414K
|
-$38.2K
|
-1,399
|
-8%
|
|
|
1316
|
Tenon Financial
Metuchen,
New Jersey
|
$414K
|
+$791
|
+29
|
+0.2%
|
|
|
1317
|
Zynergy Retirement Planning
Red Bank,
New Jersey
|
$412K
|
-$5.1K
|
-187
|
-1%
|
|
|
1318
|
DKM Wealth Management
Stockton,
California
|
$411K
|
–
|
–
|
–
|
|
|
1319
|
Pine Haven Investment Counsel
Fairhaven,
Massachusetts
|
$411K
|
-$11.9K
|
-435
|
-3%
|
|
|
1320
|
Cascade Financial Partners
San Diego,
California
|
$410K
|
–
|
–
|
–
|
|
|
1321
|
Fiduciary Family Office
Boca Raton,
Florida
|
$410K
|
-$13.2K
|
-483
|
-3%
|
|
|
1322
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$410K
|
+$409K
|
+15,000
|
New
|
|
|
1323
|
Jupiter Wealth Management
Glendale,
Colorado
|
$410K
|
+$409K
|
+15,000
|
New
|
|
|
1324
|
Alley Investment Management Company
Lake Forest,
Illinois
|
$405K
|
+$7.12K
|
+261
|
+2%
|
|
|
1325
|
Silver Lake Advisory
Cottonwood Heights,
Utah
|
$405K
|
+$3.71K
|
+136
|
+0.9%
|
|
