|
1401
|
Define Financial
San Diego,
California
|
$236K
|
+$231K
|
+6,971
|
New
|
|
|
1402
|
First Interstate Bank
Billings,
Montana
|
$235K
|
+$231K
|
+6,959
|
New
|
|
|
1403
|
BNC Wealth Management
Beaverton,
Oregon
|
$235K
|
-$14K
|
-421
|
-6%
|
|
|
1404
|
American Institute for Advanced Investment Management
Scottsdale,
Arizona
|
$235K
|
–
|
–
|
–
|
|
|
1405
|
Forza Wealth Management
Sarasota,
Florida
|
$235K
|
–
|
–
|
–
|
|
|
1406
|
Hardin Capital Partners
Greenville,
South Carolina
|
$235K
|
+$230K
|
+6,933
|
New
|
|
|
1407
|
BlackDiamond Wealth Management
New York
|
$234K
|
+$217K
|
+6,537
|
New
|
|
|
1408
|
Beacon Financial Strategies
Raleigh,
North Carolina
|
$232K
|
+$22K
|
+665
|
+11%
|
|
|
1409
|
Tudor Financial
Dayton,
Ohio
|
$231K
|
+$226K
|
+6,827
|
New
|
|
|
1410
|
Equita Financial Network
Fort Washington,
Pennsylvania
|
$231K
|
-$52.7K
|
-1,591
|
-19%
|
|
|
1411
|
Vanguard National Trust
Malvern,
Pennsylvania
|
$230K
|
–
|
–
|
–
|
|
|
1412
|
Firethorn Wealth Partners
Augusta,
Georgia
|
$230K
|
+$225K
|
+6,805
|
New
|
|
|
1413
|
Innova Wealth Partners
Newtown,
Pennsylvania
|
$229K
|
+$225K
|
+6,775
|
New
|
|
|
1414
|
Rodgers & Associates
Lancaster,
Pennsylvania
|
$228K
|
+$224K
|
+6,748
|
New
|
|
|
1415
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$228K
|
+$223K
|
+6,727
|
New
|
|
|
1416
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$227K
|
+$220K
|
+6,644
|
New
|
|
|
1417
|
Lathrop Investment Management
Little Rock,
Arkansas
|
$226K
|
-$13.3K
|
-400
|
-6%
|
|
|
1418
|
Navis Wealth Advisors
Rye Brook,
New York
|
$225K
|
-$36.5K
|
-1,100
|
-14%
|
|
|
1419
|
Compass Planning Associates
Greenfield,
Massachusetts
|
$225K
|
+$221K
|
+6,655
|
New
|
|
|
1420
|
Global Financial Private Client
Sarasota,
Florida
|
$224K
|
+$220K
|
+6,634
|
New
|
|
|
1421
|
Strive Financial Group
Carmel,
Indiana
|
$224K
|
-$1.72K
|
-52
|
-0.8%
|
|
|
1422
|
Roundview Capital
Princeton,
New Jersey
|
$221K
|
+$216K
|
+6,520
|
New
|
|
|
1423
|
Cypress Wealth Services
Palm Desert,
California
|
$220K
|
+$215K
|
+6,499
|
New
|
|
|
1424
|
EJMK Ventures
Itasca,
Illinois
|
$219K
|
-$44.5K
|
-1,343
|
-17%
|
|
|
1425
|
Secure Asset Management
Troy,
Michigan
|
$219K
|
-$6.79M
|
-204,895
|
-97%
|
|
