|
501
|
Montecito Bank & Trust
Santa Barbara,
California
|
$225K
|
+$4.86K
|
+77
|
+2%
|
|
|
502
|
WrapManager Inc
Mill Valley,
California
|
$225K
|
-$50.2K
|
-794
|
-18%
|
|
|
503
|
AlphaCore Capital
La Jolla,
California
|
$224K
|
+$223K
|
+3,523
|
New
|
|
|
504
|
Orin Green Financial
San Diego,
California
|
$224K
|
+$220K
|
+3,479
|
New
|
|
|
505
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$223K
|
–
|
–
|
–
|
|
|
506
|
Foster Victor Wealth Advisors
Greenville,
South Carolina
|
$222K
|
+$126
|
+2
|
+0.1%
|
|
|
507
|
Pinney & Scofield
Cambridge,
Massachusetts
|
$221K
|
–
|
–
|
–
|
|
|
508
|
Garrison Point Advisors
Walnut Creek,
California
|
$220K
|
+$219K
|
+3,459
|
New
|
|
|
509
|
Diversify Wealth Management
Sandy,
Utah
|
$219K
|
-$9.79K
|
-155
|
-5%
|
|
|
510
|
AE Wealth Management
Topeka,
Kansas
|
$218K
|
-$22.6K
|
-358
|
-9%
|
|
|
511
|
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
$215K
|
–
|
–
|
–
|
|
|
512
|
Fee-Only Financial Planning
Okatie,
South Carolina
|
$213K
|
–
|
–
|
–
|
|
|
513
|
NWAM LLC
Mercer Island,
Washington
|
$212K
|
-$3.83M
|
-60,577
|
-95%
|
|
|
514
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$212K
|
-$314K
|
-4,976
|
-58%
|
|
|
515
|
United Capital Financial Advisors
Irving,
Texas
|
$212K
|
-$6.38K
|
-101
|
-3%
|
|
|
516
|
Archer Investment Management
Austin,
Texas
|
$211K
|
+$210K
|
+3,328
|
New
|
|
|
517
|
Frazier Financial Advisors
Columbus,
Ohio
|
$209K
|
–
|
–
|
–
|
|
|
518
|
Willow Creek Wealth Management
Sebastopol,
California
|
$209K
|
+$207K
|
+3,283
|
New
|
|
|
519
|
Granite Harbor Advisors
Houston,
Texas
|
$208K
|
+$207K
|
+3,270
|
New
|
|
|
520
|
Ceera Investments
Bellaire,
Texas
|
$200K
|
+$199K
|
+3,150
|
New
|
|
|
521
|
SignatureFD
Atlanta,
Georgia
|
$190K
|
–
|
–
|
–
|
|
|
522
|
Red Tortoise LLC
Atlanta,
Georgia
|
$188K
|
–
|
–
|
–
|
|
|
523
|
GHP Investment Advisors
Denver,
Colorado
|
$181K
|
–
|
–
|
–
|
|
|
524
|
Fort Vancouver Investment Management
Vancouver,
Washington
|
$180K
|
-$81.4K
|
-1,289
|
-31%
|
|
|
525
|
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
|
$164K
|
-$130K
|
-2,056
|
-44%
|
|
