|
801
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$222K
|
+$208K
|
+3,971
|
New
|
|
|
802
|
|
$220K
|
+$16.7K
|
+319
|
+9%
|
|
|
803
|
Harbor Advisory Corp
Portsmouth,
New Hampshire
|
$220K
|
+$206K
|
+3,936
|
New
|
|
|
804
|
Private Client Services
Louisville,
Kentucky
|
$220K
|
+$206K
|
+3,931
|
New
|
|
|
805
|
|
$218K
|
-$20.7K
|
-395
|
-9%
|
|
|
806
|
LongView Wealth Management
Atlanta,
Georgia
|
$217K
|
+$204K
|
+3,893
|
New
|
|
|
807
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$216K
|
-$87.3K
|
-1,667
|
-30%
|
|
|
808
|
Sheaff Brock Investment Advisors
Indianapolis,
Indiana
|
$214K
|
+$200K
|
+3,825
|
New
|
|
|
809
|
Greenup Street Wealth Management
Ann Arbor,
Michigan
|
$214K
|
-$409K
|
-7,802
|
-67%
|
|
|
810
|
MSH Capital Advisors
Scottsdale,
Arizona
|
$212K
|
-$34.3K
|
-655
|
-15%
|
|
|
811
|
Higgins & Schmidt Wealth Strategies
Denver,
Colorado
|
$212K
|
+$198K
|
+3,785
|
New
|
|
|
812
|
Impact Partnership Wealth
Marietta,
Georgia
|
$207K
|
+$32.8K
|
+626
|
+20%
|
|
|
813
|
Caitlin John
Brighton,
Michigan
|
$207K
|
+$194K
|
+3,694
|
New
|
|
|
814
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$205K
|
-$50K
|
-955
|
-21%
|
|
|
815
|
Wealthfront Advisers
Palo Alto,
California
|
$203K
|
+$190K
|
+3,632
|
New
|
|
|
816
|
F/M Investments
Washington,
District of Columbia
|
$203K
|
-$271K
|
-5,170
|
-59%
|
|
|
817
|
Financial & Tax Architects
St Louis,
Missouri
|
$203K
|
+$190K
|
+3,631
|
New
|
|
|
818
|
Sandy Spring Bank
Olney,
Maryland
|
$203K
|
+$472
|
+9
|
+0.2%
|
|
|
819
|
Ignite Planners
San Clemente,
California
|
$203K
|
+$191K
|
+3,644
|
New
|
|
|
820
|
BCGM Wealth Management
Lafayette,
Indiana
|
$201K
|
+$189K
|
+3,604
|
New
|
|
|
821
|
Aspire Capital Advisors
Seattle,
Washington
|
$200K
|
+$188K
|
+3,581
|
New
|
|
|
822
|
PFG Private Wealth Management
Lutz,
Florida
|
$197K
|
+$24.9K
|
+476
|
+16%
|
|
|
823
|
Orion Capital Management
Coronado,
California
|
$196K
|
–
|
–
|
–
|
|
|
824
|
Carmichael Hill & Associates
Gaithersburg,
Maryland
|
$187K
|
-$59.6K
|
-1,137
|
-25%
|
|
|
825
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$186K
|
-$53.7K
|
-1,025
|
-24%
|
|
