|
551
|
WealthSource Partners
San Luis Obispo,
California
|
$257K
|
+$61.6K
|
+653
|
+29%
|
|
|
552
|
Institute for Wealth Management
Denver,
Colorado
|
$257K
|
+$271K
|
+2,870
|
New
|
|
|
553
|
Frontier Investment Management
Dallas,
Texas
|
$252K
|
-$38K
|
-403
|
-13%
|
|
|
554
|
Grimes & Company
Westborough,
Massachusetts
|
$252K
|
–
|
–
|
–
|
|
|
555
|
Partnervest Advisory Services
Santa Barbara,
California
|
$251K
|
-$30.1K
|
-319
|
-10%
|
|
|
556
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$248K
|
–
|
–
|
–
|
|
|
557
|
Patten & Patten
Chattanooga,
Tennessee
|
$243K
|
–
|
–
|
–
|
|
|
558
|
Bridgeworth
Birmingham,
Alabama
|
$243K
|
+$1.23K
|
+13
|
+0.5%
|
|
|
559
|
Hall Capital Management
Barrington,
Rhode Island
|
$242K
|
–
|
–
|
–
|
|
|
560
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
$242K
|
+$14.1K
|
+150
|
+6%
|
|
|
561
|
Highwater Wealth Management
Glendale,
Colorado
|
$239K
|
+$252K
|
+2,675
|
New
|
|
|
562
|
WESCAP Management Group
Glendale,
California
|
$237K
|
–
|
–
|
–
|
|
|
563
|
Tradewinds Capital Management
Bellingham,
Washington
|
$236K
|
–
|
–
|
–
|
|
|
564
|
Buffington Mohr McNeal
Boise,
Idaho
|
$235K
|
-$83.3K
|
-883
|
-25%
|
|
|
565
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$235K
|
+$377
|
+4
|
+0.2%
|
|
|
566
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$234K
|
-$10.8K
|
-115
|
-4%
|
|
|
567
|
Allred Capital Management
Dallas,
Texas
|
$234K
|
+$248K
|
+2,629
|
New
|
|
|
568
|
Fulcrum Capital
Seattle,
Washington
|
$233K
|
–
|
–
|
–
|
|
|
569
|
Truist Financial
Charlotte,
North Carolina
|
$229K
|
–
|
–
|
–
|
|
|
570
|
Aspen Investment Management
Grand Rapids,
Michigan
|
$228K
|
–
|
–
|
–
|
|
|
571
|
Claraphi Advisory Network
Aliso Viejo,
United States
|
$226K
|
-$8.3K
|
-88
|
-3%
|
|
|
572
|
Bank of Nova Scotia Trust
Toronto,
Ontario, Canada
|
$226K
|
–
|
–
|
–
|
|
|
573
|
Gill Capital Partners
Denver,
Colorado
|
$221K
|
+$194K
|
+2,058
|
New
|
|
|
574
|
Eldridge Investment Advisors
Manchester,
New Hampshire
|
$219K
|
–
|
–
|
–
|
|
|
575
|
Benedict Financial Advisors
Atlanta,
Georgia
|
$218K
|
-$1.79K
|
-19
|
-0.8%
|
|
