|
201
|
Roundview Capital
Princeton,
New Jersey
|
$522K
|
–
|
–
|
–
|
|
|
202
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$515K
|
+$207K
|
+1,104
|
+65%
|
|
|
203
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$515K
|
+$207K
|
+1,104
|
+65%
|
|
|
204
|
Silverlake Wealth Management
Williston,
Vermont
|
$508K
|
+$748
|
+4
|
+0.1%
|
|
|
205
|
One Capital Management
Westlake Village,
California
|
$508K
|
-$687K
|
-3,672
|
-57%
|
|
|
206
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$508K
|
+$516K
|
+2,756
|
New
|
|
|
207
|
1900 Wealth Management
San Antonio,
Texas
|
$507K
|
-$47.9K
|
-256
|
-9%
|
|
|
208
|
Creative Financial Designs
Kokomo,
Indiana
|
$507K
|
-$55.2K
|
-295
|
-10%
|
|
|
209
|
Marshall Investment Management
Littleton,
Colorado
|
$507K
|
+$67.5K
|
+361
|
+15%
|
|
|
210
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$501K
|
+$146K
|
+780
|
+40%
|
|
|
211
|
Vanguard Group
Malvern,
Pennsylvania
|
$500K
|
+$61.2K
|
+327
|
+14%
|
|
|
212
|
SBI Securities
Tokyo,
Japan
|
$496K
|
+$46.4K
|
+248
|
+10%
|
|
|
213
|
Archer Investment Corporation
Carmel,
Indiana
|
$495K
|
–
|
–
|
–
|
|
|
214
|
|
$475K
|
+$160K
|
+854
|
+50%
|
|
|
215
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$474K
|
-$3.39M
|
-18,095
|
-88%
|
|
|
216
|
Beacon Pointe Advisors
Newport Beach,
California
|
$467K
|
+$475K
|
+2,538
|
New
|
|
|
217
|
Rodgers & Associates
Lancaster,
Pennsylvania
|
$467K
|
+$51.6K
|
+276
|
+12%
|
|
|
218
|
Flow Traders U.S.
New York
|
$463K
|
+$471K
|
+2,515
|
New
|
|
|
219
|
BHK Investment Advisors
Birmingham,
Alabama
|
$460K
|
–
|
–
|
–
|
|
|
220
|
Pinnacle Financial Group
Western Springs,
Illinois
|
$460K
|
–
|
–
|
–
|
|
|
221
|
Affinity Capital Advisors
Berkeley,
California
|
$456K
|
–
|
–
|
–
|
|
|
222
|
Belpointe Asset Management
Reno,
Nevada
|
$449K
|
+$221K
|
+1,182
|
+94%
|
|
|
223
|
Fortis Capital Advisors
Prairie Village,
Kansas
|
$449K
|
+$221K
|
+1,182
|
+94%
|
|
|
224
|
Bristlecone Advisors
Bellevue,
Washington
|
$447K
|
–
|
–
|
–
|
|
|
225
|
Western Wealth Management
Golden,
Colorado
|
$446K
|
-$29.6K
|
-158
|
-6%
|
|
