|
626
|
Strategic Capital Advisers
Denver,
Colorado
|
$236K
|
–
|
–
|
–
|
|
|
627
|
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
|
$236K
|
+$235K
|
+5,996
|
New
|
|
|
628
|
First American Trust
Santa Ana,
California
|
$233K
|
–
|
–
|
–
|
|
|
629
|
Sterling Investment Management
Tucson,
Arizona
|
$233K
|
–
|
–
|
–
|
|
|
630
|
Pacific Sun Financial
Los Angeles,
California
|
$231K
|
+$14.8K
|
+376
|
+7%
|
|
|
631
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$231K
|
+$230K
|
+5,852
|
New
|
|
|
632
|
Madden Advisory Services
Jacksonville,
Florida
|
$230K
|
–
|
–
|
–
|
|
|
633
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$229K
|
-$33.8K
|
-860
|
-13%
|
|
|
634
|
Essex Financial Services
Essex,
Connecticut
|
$228K
|
-$1.09M
|
-27,716
|
-83%
|
|
|
635
|
Conservest Capital Advisors
Wynnewood,
Pennsylvania
|
$228K
|
–
|
–
|
–
|
|
|
636
|
Badgley, Phelps & Bell
Seattle,
Washington
|
$226K
|
–
|
–
|
–
|
|
|
637
|
Winfield Associates
Cleveland,
Ohio
|
$224K
|
–
|
–
|
–
|
|
|
638
|
North Star Investment Management
Chicago,
Illinois
|
$224K
|
+$60.3K
|
+1,536
|
+37%
|
|
|
639
|
Southport Capital Management
Chattanooga,
Tennessee
|
$224K
|
+$223K
|
+5,688
|
New
|
|
|
640
|
Cadence Bank NA
Houston,
Texas
|
$222K
|
+$221K
|
+5,624
|
New
|
|
|
641
|
Lyell Wealth Management
Menlo Park,
California
|
$221K
|
–
|
–
|
–
|
|
|
642
|
Mission Wealth Management
Santa Barbara,
California
|
$219K
|
–
|
–
|
–
|
|
|
643
|
Abacus Planning Group
Columbia,
South Carolina
|
$218K
|
–
|
–
|
–
|
|
|
644
|
State Street
Boston,
Massachusetts
|
$218K
|
+$218K
|
+5,556
|
New
|
|
|
645
|
Valeo Financial Advisors
Carmel,
Indiana
|
$213K
|
+$55.4K
|
+1,412
|
+36%
|
|
|
646
|
1ST Source Bank
South Bend,
Indiana
|
$210K
|
-$21.4K
|
-544
|
-9%
|
|
|
647
|
Successful Portfolios
Clearwater,
Florida
|
$208K
|
–
|
–
|
–
|
|
|
648
|
Lee Financial
Dallas,
Texas
|
$208K
|
+$471
|
+12
|
+0.2%
|
|
|
649
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$207K
|
+$10.5K
|
+268
|
+5%
|
|
|
650
|
Cambridge Trust
Cambridge,
Massachusetts
|
$206K
|
-$12.6K
|
-320
|
-6%
|
|
