|
801
|
Parkside Advisors
Berkeley,
California
|
$489K
|
–
|
–
|
–
|
|
|
802
|
Patten & Patten
Chattanooga,
Tennessee
|
$487K
|
–
|
–
|
–
|
|
|
803
|
|
$485K
|
+$124
|
+6
|
+0%
|
|
|
804
|
Gill Capital Partners
Denver,
Colorado
|
$477K
|
+$49.8K
|
+2,409
|
+12%
|
|
|
805
|
Mission Creek Capital Partners
San Francisco,
California
|
$473K
|
–
|
–
|
–
|
|
|
806
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$471K
|
+$201K
|
+9,723
|
+79%
|
|
|
807
|
Heritage Financial Services
Westwood,
Massachusetts
|
$469K
|
–
|
–
|
–
|
|
|
808
|
Austin Wealth Management
Austin,
Texas
|
$469K
|
+$180K
|
+8,730
|
+69%
|
|
|
809
|
Lesa Sroufe & Co
Seattle,
Washington
|
$465K
|
+$3.22K
|
+156
|
+0.7%
|
|
|
810
|
WoodTrust Financial
Wisconsin Rapids,
Wisconsin
|
$463K
|
+$446K
|
+21,600
|
New
|
|
|
811
|
Aspect Partners
Fairfax,
Virginia
|
$463K
|
–
|
–
|
–
|
|
|
812
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$462K
|
–
|
–
|
–
|
|
|
813
|
L.J. Altfest & Co
New York
|
$460K
|
+$71.3K
|
+3,450
|
+19%
|
|
|
814
|
Aspire Wealth Management
Waltham,
Massachusetts
|
$457K
|
–
|
–
|
–
|
|
|
815
|
Morton Capital Management
Calabasas,
California
|
$457K
|
-$1.67K
|
-81
|
-0.4%
|
|
|
816
|
Motive Wealth Advisors
Birmingham,
Michigan
|
$454K
|
–
|
–
|
–
|
|
|
817
|
|
$452K
|
–
|
–
|
–
|
|
|
818
|
McDonald Partners
Cleveland,
Ohio
|
$451K
|
–
|
–
|
–
|
|
|
819
|
Steward Partners Investment Advisory
New York
|
$451K
|
+$31K
|
+1,500
|
+8%
|
|
|
820
|
Retirement Guys Formula
Maumee,
Ohio
|
$450K
|
-$14.6K
|
-708
|
-3%
|
|
|
821
|
Goldstein Advisors
Madison,
Wisconsin
|
$450K
|
+$63K
|
+3,048
|
+17%
|
|
|
822
|
Collective Family Office
York,
Pennsylvania
|
$449K
|
–
|
–
|
–
|
|
|
823
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$449K
|
-$111K
|
-5,391
|
-20%
|
|
|
824
|
Blue Trust Inc
Alpharetta,
Georgia
|
$446K
|
–
|
–
|
–
|
|
|
825
|
AHL Investment Management
Winter Park,
Florida
|
$442K
|
–
|
–
|
–
|
|
