|
2201
|
Beam Wealth Advisors
Covington,
Louisiana
|
$525K
|
+$9.5K
|
+52
|
+2%
|
|
|
2202
|
Lineweaver Wealth Advisors
Valley View,
Ohio
|
$524K
|
+$46.4K
|
+254
|
+10%
|
|
|
2203
|
TLWM Financial
San Antonio,
Texas
|
$522K
|
-$4.02K
|
-22
|
-0.8%
|
|
|
2204
|
Aristotle Capital Management
Los Angeles,
California
|
$522K
|
-$183
|
-1
|
-0%
|
|
|
2205
|
Huber Capital Management
El Segundo,
California
|
$522K
|
–
|
–
|
–
|
|
|
2206
|
West Oak Capital
Westlake Village,
California
|
$521K
|
+$9.13K
|
+50
|
+2%
|
|
|
2207
|
Garde Capital
Seattle,
Washington
|
$520K
|
+$61K
|
+334
|
+14%
|
|
|
2208
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$519K
|
+$11.5K
|
+63
|
+2%
|
|
|
2209
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$518K
|
-$410K
|
-2,246
|
-46%
|
|
|
2210
|
Plancorp LLC
Saint Louis,
Missouri
|
$516K
|
+$3.84K
|
+21
|
+0.8%
|
|
|
2211
|
Wealthquest
Cincinnati,
Ohio
|
$512K
|
+$485K
|
+2,653
|
New
|
|
|
2212
|
Tuttle Capital Management
Riverside,
Connecticut
|
$510K
|
-$2M
|
-10,934
|
-81%
|
|
|
2213
|
Clarus Wealth Advisors
Peoria,
Arizona
|
$507K
|
-$195K
|
-1,069
|
-29%
|
|
|
2214
|
Jackson Hole Capital Partners
Tulsa,
Oklahoma
|
$507K
|
+$7.13K
|
+39
|
+2%
|
|
|
2215
|
American Institute for Advanced Investment Management
Scottsdale,
Arizona
|
$507K
|
+$479K
|
+2,624
|
New
|
|
|
2216
|
Marotta Asset Management
Charlottesville,
Virginia
|
$506K
|
–
|
–
|
–
|
|
|
2217
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$506K
|
-$690K
|
-3,779
|
-59%
|
|
|
2218
|
Wolff Financial Management
Kalamazoo,
Michigan
|
$506K
|
–
|
–
|
–
|
|
|
2219
|
PDS Planning
Dublin,
Ohio
|
$505K
|
+$121K
|
+661
|
+34%
|
|
|
2220
|
ERTS Wealth Advisors
Marquette,
Michigan
|
$504K
|
-$48.2K
|
-264
|
-9%
|
|
|
2221
|
Cordatus Wealth Management
Newtown,
Pennsylvania
|
$503K
|
–
|
–
|
–
|
|
|
2222
|
Fort Point Capital Partners
San Francisco,
California
|
$502K
|
+$21K
|
+115
|
+5%
|
|
|
2223
|
Elevated Capital Advisors
Sandy,
Utah
|
$502K
|
+$424K
|
+2,319
|
New
|
|
|
2224
|
Sage Rhino Capital
Menlo Park,
California
|
$500K
|
+$6.76K
|
+37
|
+1%
|
|
|
2225
|
JGP Wealth Management
Bend,
Oregon
|
$500K
|
+$19.7K
|
+108
|
+4%
|
|
