|
3826
|
Strategic Financial Partners
Bend,
Oregon
|
$335K
|
–
|
–
|
–
|
|
|
3827
|
Total Wealth Planning
Cincinnati,
Ohio
|
$335K
|
-$41.2K
|
-70
|
-11%
|
|
|
3828
|
China Universal Asset Management Company
Shanghai,
China
|
$335K
|
+$206K
|
+350
|
+159%
|
|
|
3829
|
Kilter Group
Rhinebeck,
New York
|
$334K
|
+$336K
|
+570
|
New
|
|
|
3830
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$334K
|
-$36.5K
|
-62
|
-10%
|
|
|
3831
|
Keyes Stange & Wooten Wealth Management
Daytona Beach,
Florida
|
$333K
|
+$120K
|
+203
|
+55%
|
|
|
3832
|
Everest Management Corp
Cupertino,
California
|
$332K
|
+$334K
|
+567
|
New
|
|
|
3833
|
Dechtman Wealth Management
Centennial,
Colorado
|
$332K
|
+$28.9K
|
+49
|
+9%
|
|
|
3834
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$332K
|
+$589
|
+1
|
+0.2%
|
|
|
3835
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$331K
|
-$8.84K
|
-15
|
-3%
|
|
|
3836
|
Ring Mountain Capital
Tiburon,
California
|
$331K
|
+$333K
|
+565
|
New
|
|
|
3837
|
Verde Capital Management
Clarkston,
Michigan
|
$330K
|
+$332K
|
+563
|
New
|
|
|
3838
|
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
|
$329K
|
–
|
–
|
–
|
|
|
3839
|
Crescent Sterling
Metairie,
Louisiana
|
$328K
|
-$32.4K
|
-55
|
-9%
|
|
|
3840
|
Foundation Wealth Management (Pennsylvania)
Media,
Pennsylvania
|
$328K
|
+$330K
|
+560
|
New
|
|
|
3841
|
Wealth Management Strategies
Pittsburgh,
Pennsylvania
|
$328K
|
+$329K
|
+559
|
New
|
|
|
3842
|
Piscataqua Savings Bank
Portsmouth,
New Hampshire
|
$326K
|
–
|
–
|
–
|
|
|
3843
|
Trellis Wealth Advisors
San Luis Obispo,
California
|
$326K
|
–
|
–
|
–
|
|
|
3844
|
Cable Hill Partners
Portland,
Oregon
|
$325K
|
+$326K
|
+553
|
New
|
|
|
3845
|
Thompson Davis & Co
Richmond,
Virginia
|
$325K
|
-$24.2K
|
-41
|
-7%
|
|
|
3846
|
Lynch & Associates
Newburgh,
Indiana
|
$324K
|
-$4.71K
|
-8
|
-1%
|
|
|
3847
|
Live Oak Investment Partners
Austin,
Texas
|
$323K
|
–
|
–
|
–
|
|
|
3848
|
AF Advisors
Sacramento,
California
|
$322K
|
-$88.4K
|
-150
|
-21%
|
|
|
3849
|
Artisan Partners
Milwaukee,
Wisconsin
|
$321K
|
+$323K
|
+548
|
New
|
|
|
3850
|
Poehling Capital Management
Madison,
Wisconsin
|
$321K
|
+$58.9K
|
+100
|
+22%
|
|
