|
1526
|
Harmony Asset Management
Scottsdale,
Arizona
|
$245K
|
–
|
–
|
–
|
|
|
1527
|
Alteri Wealth
Westlake Village,
California
|
$242K
|
–
|
–
|
–
|
|
|
1528
|
Wealth Architects
Mountain View,
California
|
$241K
|
-$14.5K
|
-557
|
-6%
|
|
|
1529
|
WESPAC Advisors SoCal
Pasadena,
California
|
$240K
|
–
|
–
|
–
|
|
|
1530
|
Vontobel Holding
Zurich,
Switzerland
|
$240K
|
+$236K
|
+9,050
|
New
|
|
|
1531
|
Dana Investment Advisors
Waukesha,
Wisconsin
|
$239K
|
-$202K
|
-7,747
|
-46%
|
|
|
1532
|
Avos Capital Management
Seattle,
Washington
|
$239K
|
–
|
–
|
–
|
|
|
1533
|
Well Done LLC
Holland,
Michigan
|
$239K
|
+$235K
|
+9,000
|
New
|
|
|
1534
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$238K
|
-$7.13K
|
-273
|
-3%
|
|
|
1535
|
Brown, Lisle/Cummings
Providence,
Rhode Island
|
$237K
|
+$26.8K
|
+1,025
|
+13%
|
|
|
1536
|
Blue Rock Wealth Management
Winston-Salem,
North Carolina
|
$237K
|
-$76.8K
|
-2,939
|
-25%
|
|
|
1537
|
Provident Wealth Management
Brentwood,
Tennessee
|
$236K
|
–
|
–
|
–
|
|
|
1538
|
Serenus Wealth Advisors
Santa Monica,
California
|
$235K
|
–
|
–
|
–
|
|
|
1539
|
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
|
$235K
|
+$232K
|
+8,875
|
New
|
|
|
1540
|
Laraway Financial Advisors
Saint Cloud,
Minnesota
|
$235K
|
+$287
|
+11
|
+0.1%
|
|
|
1541
|
Clifford Group
Wayland,
Massachusetts
|
$235K
|
+$39.2K
|
+1,500
|
+20%
|
|
|
1542
|
Second Line Capital
Metairie,
Louisiana
|
$235K
|
+$15.7K
|
+600
|
+7%
|
|
|
1543
|
Capital Planning
Bellevue,
Washington
|
$234K
|
-$297K
|
-11,357
|
-56%
|
|
|
1544
|
Team Hewins
Redwood City,
California
|
$234K
|
–
|
–
|
–
|
|
|
1545
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$234K
|
–
|
–
|
–
|
|
|
1546
|
Leuthold Group
Minneapolis,
Minnesota
|
$234K
|
+$231K
|
+8,827
|
New
|
|
|
1547
|
Claro Advisors
Boston,
Massachusetts
|
$234K
|
-$102K
|
-3,903
|
-31%
|
|
|
1548
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$233K
|
–
|
–
|
–
|
|
|
1549
|
HM Payson & Co
Portland,
Maine
|
$233K
|
+$653
|
+25
|
+0.3%
|
|
|
1550
|
Mainstream Capital Management
Los Angeles,
California
|
$233K
|
-$10.8K
|
-414
|
-5%
|
|
