|
526
|
Caldwell Trust
Venice,
Florida
|
$165K
|
–
|
–
|
–
|
|
|
527
|
Financial Perspectives
Minneapolis,
Minnesota
|
$153K
|
–
|
–
|
–
|
|
|
528
|
Center for Financial Planning
Southfied,
Michigan
|
$145K
|
–
|
–
|
–
|
|
|
529
|
MidAtlantic Capital Management
Richmond,
Virginia
|
$144K
|
+$149K
|
+777
|
New
|
|
|
530
|
|
$141K
|
+$384
|
+2
|
+0.3%
|
|
|
531
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$130K
|
–
|
–
|
–
|
|
|
532
|
Progressive Investment Management
Lake Oswego,
Oregon
|
$130K
|
–
|
–
|
–
|
|
|
533
|
SageView Advisory Group
Newport Beach,
California
|
$118K
|
-$236K
|
-1,231
|
-66%
|
|
|
534
|
Triumph Capital Management
Denver,
Colorado
|
$114K
|
+$118K
|
+617
|
New
|
|
|
535
|
Nova Wealth Management
Bonita Springs,
Florida
|
$105K
|
+$72K
|
+375
|
+194%
|
|
|
536
|
Optima Capital
Beaverton,
Oregon
|
$103K
|
-$132K
|
-685
|
-55%
|
|
|
537
|
Boyd Watterson Asset Management
Cleveland,
Ohio
|
$102K
|
–
|
–
|
–
|
|
|
538
|
Strategic Wealth Partners
Independence,
Ohio
|
$98.3K
|
+$15.4K
|
+80
|
+18%
|
|
|
539
|
Bellevue Asset Management
Bellevue,
Washington
|
$97.9K
|
–
|
–
|
–
|
|
|
540
|
Robbins Farley
Bedford,
New Hampshire
|
$97.3K
|
+$10.6K
|
+55
|
+12%
|
|
|
541
|
Financial Consulate
Hunt Valley,
Maryland
|
$96.1K
|
+$576
|
+3
|
+0.6%
|
|
|
542
|
Kerr Financial Planning
Fresno,
California
|
$93.9K
|
+$44.3K
|
+231
|
+89%
|
|
|
543
|
SignatureFD
Atlanta,
Georgia
|
$93.7K
|
+$6.91K
|
+36
|
+8%
|
|
|
544
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$92K
|
–
|
–
|
–
|
|
|
545
|
Angeles Wealth Management
Santa Monica,
California
|
$90.3K
|
–
|
–
|
–
|
|
|
546
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$89.7K
|
+$64.5K
|
+336
|
+242%
|
|
|
547
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$87.9K
|
+$19.2K
|
+100
|
+27%
|
|
|
548
|
D.J. St. Germain
Springfield,
Massachusetts
|
$85.1K
|
–
|
–
|
–
|
|
|
549
|
Russell Investments Group
London,
United Kingdom
|
$83.8K
|
-$5.18K
|
-27
|
-6%
|
|
|
550
|
Colony Family Offices
Charlotte,
North Carolina
|
$81.4K
|
-$36.5K
|
-190
|
-30%
|
|
