|
901
|
Sonoma Private Wealth
Sonoma,
California
|
$333K
|
+$334K
|
+2,099
|
New
|
|
|
902
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$333K
|
-$12.7K
|
-80
|
-4%
|
|
|
903
|
Evergreen Capital Management
Bellevue,
Washington
|
$333K
|
-$19.1K
|
-120
|
-5%
|
|
|
904
|
West Financial Advisors
Des Moines,
Iowa
|
$331K
|
–
|
–
|
–
|
|
|
905
|
Total Investment Management
Scottsdale,
Arizona
|
$330K
|
-$1.72M
|
-10,826
|
-84%
|
|
|
906
|
Holland Advisory Services
Ormond Beach,
Florida
|
$327K
|
-$1.01M
|
-6,314
|
-75%
|
|
|
907
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$327K
|
-$8.76K
|
-55
|
-3%
|
|
|
908
|
LPWM LLC
Minneapolis,
Minnesota
|
$327K
|
-$59.9K
|
-376
|
-16%
|
|
|
909
|
Granite FO LLC
Bedford,
New Hampshire
|
$327K
|
+$307K
|
+1,926
|
New
|
|
|
910
|
GHP Investment Advisors
Denver,
Colorado
|
$326K
|
+$49.7K
|
+312
|
+18%
|
|
|
911
|
Voya Financial Advisors
Windsor,
Connecticut
|
$326K
|
-$14.5K
|
-91
|
-4%
|
|
|
912
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$322K
|
+$60.3K
|
+379
|
+23%
|
|
|
913
|
|
$322K
|
+$60.7K
|
+381
|
+23%
|
|
|
914
|
Ellerson Group
Annapolis,
Maryland
|
$321K
|
+$321K
|
+2,018
|
New
|
|
|
915
|
Grand Wealth Management
Grand Rapids,
Michigan
|
$319K
|
-$157K
|
-985
|
-33%
|
|
|
916
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
$318K
|
+$319K
|
+2,001
|
New
|
|
|
917
|
Melfa Wealth Management
Westborough,
Massachusetts
|
$318K
|
+$319K
|
+2,001
|
New
|
|
|
918
|
Bosun Asset Management
Chicago,
Illinois
|
$318K
|
–
|
–
|
–
|
|
|
919
|
Consilium Wealth Advisory
Richardson,
Texas
|
$318K
|
–
|
–
|
–
|
|
|
920
|
Rathbones Group
Liverpool,
United Kingdom
|
$318K
|
–
|
–
|
–
|
|
|
921
|
Redmont Wealth Advisors
Chicago,
Illinois
|
$318K
|
–
|
–
|
–
|
|
|
922
|
Athena Investment Management
Orinda,
California
|
$317K
|
–
|
–
|
–
|
|
|
923
|
Carmichael Hill & Associates
Gaithersburg,
Maryland
|
$317K
|
+$79.8K
|
+501
|
+33%
|
|
|
924
|
Accredited Investors
Edina,
Minnesota
|
$317K
|
-$2.39K
|
-15
|
-0.7%
|
|
|
925
|
Evercore Wealth Management
New York
|
$316K
|
+$7.48K
|
+47
|
+2%
|
|
