|
2401
|
Affinity Capital Advisors
Berkeley,
California
|
$234K
|
+$220K
|
+8,742
|
New
|
|
|
2402
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$234K
|
+$208K
|
+8,277
|
New
|
|
|
2403
|
Sentry Investment Management
Stevens Point,
Wisconsin
|
$234K
|
-$523K
|
-20,787
|
-70%
|
|
|
2404
|
Armor Investment Advisors
Raleigh,
North Carolina
|
$234K
|
-$17.7K
|
-704
|
-8%
|
|
|
2405
|
Challenger Wealth Management
Aliso Viejo,
California
|
$233K
|
+$208K
|
+8,253
|
New
|
|
|
2406
|
Trace Wealth Advisors
Los Angeles,
California
|
$233K
|
+$207K
|
+8,246
|
New
|
|
|
2407
|
Ceeto Capital Group
Coral Gables,
Florida
|
$233K
|
–
|
–
|
–
|
|
|
2408
|
Coppell Advisory Solutions
Coppell,
Texas
|
$233K
|
+$41.4K
|
+1,646
|
+24%
|
|
|
2409
|
AssuredPartners Investment Advisors
Tampa,
Florida
|
$233K
|
+$207K
|
+8,233
|
New
|
|
|
2410
|
NBW Capital
Boston,
Massachusetts
|
$232K
|
+$207K
|
+8,218
|
New
|
|
|
2411
|
Wittenberg Investment Management
Carlisle,
Massachusetts
|
$232K
|
+$207K
|
+8,214
|
New
|
|
|
2412
|
Aspiriant LLC
Los Angeles,
California
|
$232K
|
+$206K
|
+8,211
|
New
|
|
|
2413
|
Peregrine Asset Advisers
Portland,
Oregon
|
$232K
|
+$206K
|
+8,200
|
New
|
|
|
2414
|
Doliver Advisors
Houston,
Texas
|
$232K
|
+$206K
|
+8,198
|
New
|
|
|
2415
|
Orrstown Financial Services
Harrisburg,
Pennsylvania
|
$232K
|
-$149K
|
-5,944
|
-42%
|
|
|
2416
|
Breed's Hill Capital
Charlestown,
Massachusetts
|
$232K
|
+$206K
|
+8,192
|
New
|
|
|
2417
|
Financial Harvest
Winter Park,
Florida
|
$232K
|
+$95K
|
+3,777
|
New
|
|
|
2418
|
National Wealth Management Group
Cincinnati,
Ohio
|
$231K
|
+$206K
|
+8,175
|
New
|
|
|
2419
|
Horizon Financial Services
Winston Salem,
North Carolina
|
$231K
|
-$88K
|
-3,499
|
-30%
|
|
|
2420
|
Silvia McColl Wealth Management
San Diego,
California
|
$230K
|
+$205K
|
+8,139
|
New
|
|
|
2421
|
Financial Network Wealth Management
Draper,
Utah
|
$230K
|
+$205K
|
+8,140
|
New
|
|
|
2422
|
Kirtland Hills Capital Management
Bratenahl,
Ohio
|
$230K
|
+$213K
|
+8,466
|
New
|
|
|
2423
|
Badgley Phelps Wealth Managers
Seattle,
Washington
|
$230K
|
+$204K
|
+8,123
|
New
|
|
|
2424
|
Spectrum Wealth Counsel
Indianapolis,
Indiana
|
$229K
|
–
|
–
|
–
|
|
|
2425
|
Cypress Capital
Franklin,
Tennessee
|
$229K
|
-$44.5K
|
-1,771
|
-18%
|
|
