|
801
|
SMI Advisory Services
Columbus,
Indiana
|
$233K
|
+$247K
|
+14,444
|
New
|
|
|
802
|
Adero Partners
Pleasanton,
California
|
$232K
|
+$228K
|
+13,306
|
New
|
|
|
803
|
RBA Wealth Management
Newport Beach,
California
|
$231K
|
-$36.4K
|
-2,124
|
-14%
|
|
|
804
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$231K
|
-$75K
|
-4,382
|
-25%
|
|
|
805
|
Boston Trust Walden
Boston,
Massachusetts
|
$231K
|
–
|
–
|
–
|
|
|
806
|
AWM Capital
Phoenix,
Arizona
|
$229K
|
+$225K
|
+13,136
|
New
|
|
|
807
|
Old Port Advisors
Portland,
Maine
|
$228K
|
-$48.1K
|
-2,810
|
-18%
|
|
|
808
|
Annapolis Financial Services
Annapolis,
Maryland
|
$226K
|
+$20.2K
|
+1,182
|
+10%
|
|
|
809
|
Willis Johnson & Associates
Houston,
Texas
|
$226K
|
+$222K
|
+12,966
|
New
|
|
|
810
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$225K
|
–
|
–
|
–
|
|
|
811
|
Private Ocean
San Rafael,
California
|
$225K
|
-$5.51K
|
-322
|
-2%
|
|
|
812
|
Sage Rhino Capital
Menlo Park,
California
|
$225K
|
+$719
|
+42
|
+0.3%
|
|
|
813
|
SEI Investments
Oaks,
Pennsylvania
|
$223K
|
+$219K
|
+12,812
|
New
|
|
|
814
|
Founders Financial Securities
Towson,
Maryland
|
$220K
|
–
|
–
|
–
|
|
|
815
|
Astoria Portfolio Advisors
New York
|
$219K
|
–
|
–
|
–
|
|
|
816
|
Hartline Investment Corp
Winnetka,
Illinois
|
$218K
|
+$215K
|
+12,530
|
New
|
|
|
817
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
$217K
|
-$27.3K
|
-1,592
|
-11%
|
|
|
818
|
Spire Wealth Management
Mclean,
Virginia
|
$216K
|
+$175K
|
+10,198
|
+466%
|
|
|
819
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$215K
|
+$212K
|
+12,384
|
New
|
|
|
820
|
Northern Capital Management (Washington)
Spokane,
Washington
|
$214K
|
-$6.68K
|
-390
|
-3%
|
|
|
821
|
Geneos Wealth Management
Englewood,
Colorado
|
$213K
|
+$32.6K
|
+1,904
|
+18%
|
|
|
822
|
Alpha Capital Management
Austin,
Texas
|
$211K
|
–
|
–
|
–
|
|
|
823
|
MSH Capital Advisors
Scottsdale,
Arizona
|
$207K
|
-$9.25K
|
-540
|
-4%
|
|
|
824
|
Strategic Wealth Investment Group
Louisville,
Kentucky
|
$206K
|
–
|
–
|
–
|
|
|
825
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
$206K
|
+$203K
|
+11,846
|
New
|
|
