|
1851
|
Silver Oak Advisory Group
Portland,
Oregon
|
$282K
|
–
|
–
|
–
|
|
|
1852
|
Athena Investment Management
Orinda,
California
|
$282K
|
–
|
–
|
–
|
|
|
1853
|
Univest Financial
Souderton,
Pennsylvania
|
$281K
|
–
|
–
|
–
|
|
|
1854
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$277K
|
-$90.1K
|
-1,810
|
-24%
|
|
|
1855
|
Garden State Investment Advisory Services
Red Bank,
New Jersey
|
$277K
|
-$148K
|
-2,975
|
-35%
|
|
|
1856
|
Fortis Capital Management
Bellevue,
Washington
|
$277K
|
+$17.5K
|
+351
|
+7%
|
|
|
1857
|
Guidance Point Advisors
Wellesley,
Massachusetts
|
$277K
|
+$2.64K
|
+53
|
+1%
|
|
|
1858
|
FLC Capital Advisors
Palm Desert,
California
|
$275K
|
–
|
–
|
–
|
|
|
1859
|
Foster & Motley
Cincinnati,
Ohio
|
$274K
|
-$82K
|
-1,648
|
-23%
|
|
|
1860
|
Vickerman Investment Advisors
Spokane,
Washington
|
$272K
|
–
|
–
|
–
|
|
|
1861
|
Fingerlakes Wealth Management
Ithaca,
New York
|
$272K
|
+$2.39K
|
+48
|
+0.9%
|
|
|
1862
|
High Note Wealth
Deephaven,
Minnesota
|
$272K
|
–
|
–
|
–
|
|
|
1863
|
Moody Lynn & Lieberson
Boston,
Massachusetts
|
$272K
|
+$13.9K
|
+279
|
+5%
|
|
|
1864
|
Chilton Investment Company
Stamford,
Connecticut
|
$271K
|
–
|
–
|
–
|
|
|
1865
|
|
$270K
|
-$9.6K
|
-193
|
-3%
|
|
|
1866
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$270K
|
–
|
–
|
–
|
|
|
1867
|
Palo Alto Wealth Advisors
Palo Alto,
California
|
$270K
|
-$11K
|
-222
|
-4%
|
|
|
1868
|
Harbor Group
Bedford,
New Hampshire
|
$270K
|
+$2.29K
|
+46
|
+0.9%
|
|
|
1869
|
Mainsail Asset Management
Birmingham,
Alabama
|
$266K
|
+$249
|
+5
|
+0.1%
|
|
|
1870
|
Greenwood Capital Associates
Greenwood,
South Carolina
|
$265K
|
–
|
–
|
–
|
|
|
1871
|
Guardian Asset Advisors
Mechanicsburg,
Pennsylvania
|
$265K
|
+$20.4K
|
+409
|
+8%
|
|
|
1872
|
Signify Wealth
Saint Louis,
Missouri
|
$264K
|
+$265K
|
+5,335
|
New
|
|
|
1873
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$263K
|
-$36.9K
|
-741
|
-12%
|
|
|
1874
|
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
|
$263K
|
-$149
|
-3
|
-0.1%
|
|
|
1875
|
Disciplined Investments
Tulsa,
Oklahoma
|
$263K
|
-$57.1K
|
-1,147
|
-18%
|
|
