|
1401
|
Defined Wealth Management
Beaverton,
Oregon
|
$492K
|
–
|
–
|
–
|
|
|
1402
|
Berman Capital Advisors
Atlanta,
Georgia
|
$491K
|
+$110K
|
+585
|
+30%
|
|
|
1403
|
KLCM Advisors
Milwaukee,
Wisconsin
|
$488K
|
-$244K
|
-1,302
|
-34%
|
|
|
1404
|
Acima Private Wealth
Richmond,
Virginia
|
$487K
|
–
|
–
|
–
|
|
|
1405
|
TL Private Wealth
Southlake,
Texas
|
$487K
|
–
|
–
|
–
|
|
|
1406
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$486K
|
–
|
–
|
–
|
|
|
1407
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$484K
|
-$18.2K
|
-97
|
-4%
|
|
|
1408
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$484K
|
+$472K
|
+2,516
|
New
|
|
|
1409
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$483K
|
+$24.7K
|
+132
|
+6%
|
|
|
1410
|
|
$483K
|
+$38.4K
|
+205
|
+9%
|
|
|
1411
|
Level Four Advisory Services
Dallas,
Texas
|
$483K
|
+$65.2K
|
+348
|
+16%
|
|
|
1412
|
Schnieders Capital Management
Pasadena,
California
|
$482K
|
–
|
–
|
–
|
|
|
1413
|
Robinson Value Management
San Antonio,
Texas
|
$481K
|
–
|
–
|
–
|
|
|
1414
|
Searle & Co
Greenwich,
Connecticut
|
$481K
|
–
|
–
|
–
|
|
|
1415
|
R.M. Davis Inc
Portland,
Maine
|
$480K
|
-$9.37K
|
-50
|
-2%
|
|
|
1416
|
Corundum Group
Colorado Springs,
Colorado
|
$472K
|
-$4.31K
|
-23
|
-0.9%
|
|
|
1417
|
SignalPoint Asset Management
Springfield,
Missouri
|
$472K
|
–
|
–
|
–
|
|
|
1418
|
Cypress Wealth Services
Palm Desert,
California
|
$471K
|
-$2.06K
|
-11
|
-0.4%
|
|
|
1419
|
Montecito Bank & Trust
Santa Barbara,
California
|
$471K
|
+$37.5K
|
+200
|
+9%
|
|
|
1420
|
German American Bancorp
Jasper,
Indiana
|
$467K
|
–
|
–
|
–
|
|
|
1421
|
Vigilant Capital Management
Portland,
Maine
|
$467K
|
+$127K
|
+675
|
+38%
|
|
|
1422
|
Donor Advised Charitable Giving
San Francisco,
California
|
$464K
|
–
|
–
|
–
|
|
|
1423
|
Investment Management Associates
Greenwood Village,
Colorado
|
$462K
|
–
|
–
|
–
|
|
|
1424
|
Meridian Wealth Management
Lexington,
Kentucky
|
$461K
|
+$17.4K
|
+93
|
+4%
|
|
|
1425
|
Voloridge Investment Management
Jupiter,
Florida
|
$460K
|
-$6.12M
|
-32,672
|
-93%
|
|
