|
1226
|
Mattern Capital Management
Lakewood,
Colorado
|
$345K
|
–
|
–
|
–
|
|
|
1227
|
TD Capital Management
Memphis,
Tennessee
|
$345K
|
+$9.5K
|
+105
|
+3%
|
|
|
1228
|
McClarren Financial Advisors
State College,
Pennsylvania
|
$343K
|
+$232K
|
+2,558
|
New
|
|
|
1229
|
SWS Partners
Columbus,
Ohio
|
$342K
|
-$28.5K
|
-314
|
-8%
|
|
|
1230
|
Strategic Financial Partners
Bend,
Oregon
|
$342K
|
+$16.7K
|
+184
|
+5%
|
|
|
1231
|
Oak Wealth Advisors
Northbrook,
Illinois
|
$341K
|
–
|
–
|
–
|
|
|
1232
|
Mayport LLC
Newton,
Massachusetts
|
$340K
|
-$165K
|
-1,814
|
-33%
|
|
|
1233
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$340K
|
–
|
–
|
–
|
|
|
1234
|
Quad-Cities Investment Group
Davenport,
Iowa
|
$339K
|
+$83.8K
|
+923
|
+33%
|
|
|
1235
|
Burk Holdings
Tulsa,
Oklahoma
|
$337K
|
+$8.08K
|
+89
|
+2%
|
|
|
1236
|
Diversified Trust
Memphis,
Tennessee
|
$336K
|
–
|
–
|
–
|
|
|
1237
|
Meridian Investment Counsel
Lafayette,
California
|
$335K
|
–
|
–
|
–
|
|
|
1238
|
Wealthstream Advisors
New York
|
$334K
|
+$1.18K
|
+13
|
+0.4%
|
|
|
1239
|
Sunpointe
St. Louis,
Missouri
|
$333K
|
-$116K
|
-1,273
|
-26%
|
|
|
1240
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$332K
|
-$21.8K
|
-240
|
-6%
|
|
|
1241
|
Blossom Wealth Management
San Ramon, Ca,
California
|
$331K
|
+$20.7K
|
+228
|
+7%
|
|
|
1242
|
Marcum Wealth
Cleveland,
Ohio
|
$330K
|
-$817
|
-9
|
-0.2%
|
|
|
1243
|
Forza Wealth Management
Sarasota,
Florida
|
$330K
|
–
|
–
|
–
|
|
|
1244
|
Legacy Private Trust
Neenah,
Wisconsin
|
$329K
|
+$330K
|
+3,631
|
New
|
|
|
1245
|
Poehling Capital Management
Madison,
Wisconsin
|
$328K
|
+$3.36K
|
+37
|
+1%
|
|
|
1246
|
Prosperity Planning
Kansas City,
Missouri
|
$327K
|
–
|
–
|
–
|
|
|
1247
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$325K
|
-$14.2K
|
-156
|
-4%
|
|
|
1248
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$325K
|
-$8.15M
|
-89,800
|
-96%
|
|
|
1249
|
Fee-Only Financial Planning
Okatie,
South Carolina
|
$325K
|
–
|
–
|
–
|
|
|
1250
|
Eagle Bluffs Wealth Management
Columbia,
Missouri
|
$323K
|
-$34K
|
-375
|
-10%
|
|
