|
1851
|
Trilogy Capital
Irvine,
California
|
$234K
|
–
|
–
|
–
|
|
|
1852
|
Pekin Hardy Strauss
Chicago,
Illinois
|
$233K
|
+$233K
|
+7,359
|
New
|
|
|
1853
|
Boulder Wealth Advisors
Boulder,
Colorado
|
$232K
|
+$232K
|
+7,327
|
New
|
|
|
1854
|
Luminvest Wealth Management
Scottsdale,
Arizona
|
$230K
|
+$230K
|
+7,263
|
New
|
|
|
1855
|
MKD Wealth Coaches
Troy,
Michigan
|
$230K
|
–
|
–
|
–
|
|
|
1856
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$230K
|
-$63
|
-2
|
-0%
|
|
|
1857
|
Levin Capital Strategies
New York
|
$229K
|
+$229K
|
+7,212
|
New
|
|
|
1858
|
Permanent Capital Management
Chicago,
Illinois
|
$229K
|
+$229K
|
+7,212
|
New
|
|
|
1859
|
Cornell Pochily Investment Advisors
Ithaca,
New York
|
$228K
|
-$18.9K
|
-597
|
-8%
|
|
|
1860
|
Robinson Smith Wealth Advisors
South Portland,
Maine
|
$228K
|
–
|
–
|
–
|
|
|
1861
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$228K
|
-$19.4K
|
-613
|
-8%
|
|
|
1862
|
Westside Investment Management
Santa Monica,
California
|
$228K
|
–
|
–
|
–
|
|
|
1863
|
Bull Oak Capital
San Diego,
California
|
$227K
|
+$6.63K
|
+209
|
+3%
|
|
|
1864
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$227K
|
+$227K
|
+7,161
|
New
|
|
|
1865
|
Insight Wealth Strategies
San Ramon,
California
|
$227K
|
–
|
–
|
–
|
|
|
1866
|
Gibson Capital
Wexford,
Pennsylvania
|
$227K
|
–
|
–
|
–
|
|
|
1867
|
Carson Advisory
Athens,
Georgia
|
$226K
|
+$13.2K
|
+416
|
+6%
|
|
|
1868
|
Harbor Group
Bedford,
New Hampshire
|
$225K
|
-$24.5K
|
-771
|
-10%
|
|
|
1869
|
Portside Wealth Group
Provo,
Utah
|
$224K
|
+$224K
|
+7,070
|
New
|
|
|
1870
|
Buffalo Business & Estate Services
Orchard Park,
New York
|
$224K
|
–
|
–
|
–
|
|
|
1871
|
Investment Management Associates
Greenwood Village,
Colorado
|
$223K
|
+$224K
|
+7,046
|
New
|
|
|
1872
|
Continental Investors Services
Longview,
Washington
|
$223K
|
+$698
|
+22
|
+0.3%
|
|
|
1873
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$223K
|
–
|
–
|
–
|
|
|
1874
|
Fulcrum Wealth Advisors
Bellevue,
Washington
|
$223K
|
+$223K
|
+7,028
|
New
|
|
|
1875
|
Ascension Capital Advisors
Houston,
Texas
|
$222K
|
–
|
–
|
–
|
|
