|
1401
|
|
$317K
|
-$1.19M
|
-22,236
|
-80%
|
|
|
1402
|
Client 1st Advisory Group
Dunedin,
Florida
|
$316K
|
–
|
–
|
–
|
|
|
1403
|
Sara-Bay Financial
Sarasota,
Florida
|
$316K
|
+$51.3K
|
+960
|
+21%
|
|
|
1404
|
Avaii Wealth Management
Appleton,
Wisconsin
|
$315K
|
–
|
–
|
–
|
|
|
1405
|
Intrepid Financial Planning Group
Carmel,
Indiana
|
$315K
|
-$40.6K
|
-760
|
-12%
|
|
|
1406
|
CWS Financial Advisors
Kalamazoo,
Michigan
|
$315K
|
–
|
–
|
–
|
|
|
1407
|
Clearstead Trust
Portland,
Maine
|
$315K
|
–
|
–
|
–
|
|
|
1408
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$313K
|
-$3.58M
|
-67,008
|
-93%
|
|
|
1409
|
Morton Capital Management
Calabasas,
California
|
$313K
|
+$38K
|
+712
|
+15%
|
|
|
1410
|
KWB Wealth
Redlands,
California
|
$312K
|
–
|
–
|
–
|
|
|
1411
|
Simplicity Wealth
Summit,
New Jersey
|
$311K
|
+$286K
|
+5,348
|
New
|
|
|
1412
|
Strategic Advisors
New York
|
$311K
|
-$25K
|
-468
|
-8%
|
|
|
1413
|
Compass Financial Group (South Dakota)
Sioux Falls,
South Dakota
|
$310K
|
-$505K
|
-9,444
|
-64%
|
|
|
1414
|
Forum Financial Management
Lombard,
Illinois
|
$310K
|
-$48.9K
|
-916
|
-15%
|
|
|
1415
|
Prepared Retirement Institute
Lansdale,
Pennsylvania
|
$310K
|
+$285K
|
+5,332
|
New
|
|
|
1416
|
Fairfield, Bush & Co
Darien,
Connecticut
|
$310K
|
+$641
|
+12
|
+0.2%
|
|
|
1417
|
Delta Financial Group
Basking Ridge,
New Jersey
|
$309K
|
+$284K
|
+5,312
|
New
|
|
|
1418
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$309K
|
+$427
|
+8
|
+0.2%
|
|
|
1419
|
Flower City Capital
Pittsford,
New York
|
$309K
|
–
|
–
|
–
|
|
|
1420
|
Detalus Advisors
St. Louis,
Missouri
|
$307K
|
-$11.5K
|
-216
|
-4%
|
|
|
1421
|
First National Advisers
Omaha,
Nebraska
|
$307K
|
+$282K
|
+5,272
|
New
|
|
|
1422
|
Savvy Advisors Inc
New York
|
$307K
|
+$282K
|
+5,272
|
New
|
|
|
1423
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$306K
|
+$31K
|
+580
|
+12%
|
|
|
1424
|
TI-Trust
Quincy,
Illinois
|
$305K
|
–
|
–
|
–
|
|
|
1425
|
Caldwell Sutter Capital
Sausalito,
California
|
$304K
|
+$19.2K
|
+360
|
+7%
|
|
