|
501
|
Klingman & Associates
New York
|
$223K
|
–
|
–
|
–
|
|
|
502
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$221K
|
-$61.7K
|
-400
|
-22%
|
|
|
503
|
Forte Capital
Rochester,
New York
|
$221K
|
+$925
|
+6
|
+0.4%
|
|
|
504
|
Level Four Advisory Services
Dallas,
Texas
|
$220K
|
-$2.16K
|
-14
|
-1%
|
|
|
505
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$219K
|
-$15.4K
|
-100
|
-7%
|
|
|
506
|
Hillcrest Wealth Advisors
Hazlet,
New Jersey
|
$219K
|
–
|
–
|
–
|
|
|
507
|
Seven Springs Wealth Group
Brentwood,
Tennessee
|
$219K
|
–
|
–
|
–
|
|
|
508
|
Sicart Associates
New York
|
$219K
|
–
|
–
|
–
|
|
|
509
|
Pachira Investments
Dana Point,
California
|
$218K
|
+$215K
|
+1,394
|
New
|
|
|
510
|
|
$214K
|
-$88.2K
|
-572
|
-29%
|
|
|
511
|
Curi RMB Capital
Chicago,
Illinois
|
$214K
|
+$211K
|
+1,370
|
New
|
|
|
512
|
CFO4Life Group
Coppell,
Texas
|
$211K
|
+$208K
|
+1,347
|
New
|
|
|
513
|
Asset Management Group
Stamford,
Connecticut
|
$211K
|
+$208K
|
+1,350
|
New
|
|
|
514
|
Total Investment Management
Scottsdale,
Arizona
|
$210K
|
-$501K
|
-3,252
|
-70%
|
|
|
515
|
Mission Wealth Management
Santa Barbara,
California
|
$210K
|
-$29.3K
|
-190
|
-12%
|
|
|
516
|
Avantax Planning Partners
Dubuque,
Iowa
|
$209K
|
+$206K
|
+1,335
|
New
|
|
|
517
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$208K
|
–
|
–
|
–
|
|
|
518
|
RDA Financial Network
Akron,
Iowa
|
$204K
|
+$201K
|
+1,304
|
New
|
|
|
519
|
Centaurus Financial
Anaheim,
California
|
$203K
|
–
|
–
|
–
|
|
|
520
|
Foster & Motley
Cincinnati,
Ohio
|
$201K
|
+$198K
|
+1,286
|
New
|
|
|
521
|
Wedgewood Investors
Erie,
Pennsylvania
|
$201K
|
+$198K
|
+1,287
|
New
|
|
|
522
|
Farr Miller & Washington
Washington,
District of Columbia
|
$200K
|
+$197K
|
+1,280
|
New
|
|
|
523
|
Ballast Advisors
Woodbury,
Minnesota
|
$195K
|
-$38.5K
|
-250
|
-17%
|
|
|
524
|
Global Retirement Partners
San Rafael,
California
|
$188K
|
+$18.3K
|
+119
|
+11%
|
|
|
525
|
Advisornet Financial
Minnetonka,
Minnesota
|
$183K
|
-$19.3K
|
-125
|
-10%
|
|
