|
1001
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$529K
|
–
|
–
|
–
|
|
|
1002
|
Gries Financial
Cleveland,
Ohio
|
$528K
|
+$8.51K
|
+99
|
+2%
|
|
|
1003
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$524K
|
+$85.6K
|
+996
|
+19%
|
|
|
1004
|
TownSquare Capital
Provo,
Utah
|
$521K
|
+$153K
|
+1,785
|
+40%
|
|
|
1005
|
HeadInvest LLC
Portland,
Maine
|
$520K
|
+$17.9K
|
+208
|
+3%
|
|
|
1006
|
R.M. Davis Inc
Portland,
Maine
|
$518K
|
–
|
–
|
–
|
|
|
1007
|
Column Capital Advisors
Indianapolis,
Indiana
|
$516K
|
+$110K
|
+1,276
|
+26%
|
|
|
1008
|
Canal Capital Management
Richmond,
Virginia
|
$515K
|
-$1.41M
|
-16,377
|
-73%
|
|
|
1009
|
Private Management Group
Irvine,
California
|
$514K
|
-$8.85K
|
-103
|
-2%
|
|
|
1010
|
Strata Wealth Advisors
Dallas,
Texas
|
$514K
|
+$103K
|
+1,204
|
+24%
|
|
|
1011
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$513K
|
-$33.9K
|
-395
|
-6%
|
|
|
1012
|
Libra Wealth
Los Gatos,
California
|
$512K
|
–
|
–
|
–
|
|
|
1013
|
S.A. Mason
Holland,
Michigan
|
$510K
|
–
|
–
|
–
|
|
|
1014
|
Girard Partners
King Of Prussia,
Pennsylvania
|
$510K
|
-$1.08M
|
-12,591
|
-67%
|
|
|
1015
|
HoyleCohen
San Diego,
California
|
$510K
|
+$62.8K
|
+731
|
+14%
|
|
|
1016
|
Armstrong Advisory Group
Needham,
Massachusetts
|
$508K
|
+$90.1K
|
+1,049
|
+21%
|
|
|
1017
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$505K
|
+$523K
|
+6,087
|
New
|
|
|
1018
|
Boltwood Capital Management
Walnut Creek,
California
|
$503K
|
–
|
–
|
–
|
|
|
1019
|
Bayesian Capital Management
Brooklyn,
New York
|
$503K
|
-$939K
|
-10,924
|
-64%
|
|
|
1020
|
Claro Advisors
Boston,
Massachusetts
|
$503K
|
-$5.41K
|
-63
|
-1%
|
|
|
1021
|
KG&L Capital Management
Saint Francisville,
Louisiana
|
$500K
|
+$16.5K
|
+192
|
+3%
|
|
|
1022
|
Cannon Financial Strategists
Athens,
Georgia
|
$500K
|
+$56.3K
|
+655
|
+12%
|
|
|
1023
|
McDaniel Terry & Co
Austin,
Texas
|
$498K
|
+$6.1K
|
+71
|
+1%
|
|
|
1024
|
Stockman Wealth Management
Billings,
Montana
|
$498K
|
-$60.1K
|
-700
|
-10%
|
|
|
1025
|
Ignite Planners
San Clemente,
California
|
$497K
|
-$1.72K
|
-20
|
-0.3%
|
|
