|
601
|
Biltmore Family Office
Charlotte,
North Carolina
|
$253K
|
–
|
–
|
–
|
|
|
602
|
NCM Capital Management
Ramsey,
New Jersey
|
$251K
|
–
|
–
|
–
|
|
|
603
|
Lokken Investment Group
Lewes,
Delaware
|
$251K
|
–
|
–
|
–
|
|
|
604
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$250K
|
+$250K
|
+1,484
|
New
|
|
|
605
|
Janiczek Wealth Management
Denver,
Colorado
|
$250K
|
+$338
|
+2
|
+0.1%
|
|
|
606
|
Archer Investment Corporation
Carmel,
Indiana
|
$250K
|
+$96.2K
|
+570
|
+63%
|
|
|
607
|
&Partners
Nashville,
Tennessee
|
$248K
|
+$248K
|
+1,471
|
New
|
|
|
608
|
Park Edge Advisors
Cleveland,
Ohio
|
$248K
|
-$183K
|
-1,084
|
-42%
|
|
|
609
|
Empirical Wealth Management
Seattle,
Washington
|
$241K
|
-$10.5K
|
-62
|
-4%
|
|
|
610
|
Atomi Financial Group
New York
|
$239K
|
-$96.7K
|
-573
|
-29%
|
|
|
611
|
Realta Investment Advisors
Wilmington,
Delaware
|
$238K
|
-$1.69K
|
-10
|
-0.7%
|
|
|
612
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$238K
|
-$74.3K
|
-440
|
-24%
|
|
|
613
|
Vista Capital Partners
Portland,
Oregon
|
$235K
|
-$24K
|
-142
|
-9%
|
|
|
614
|
Intrua Financial
Houston,
Texas
|
$235K
|
–
|
–
|
–
|
|
|
615
|
Lantern Wealth Advisors
Melville,
New York
|
$235K
|
–
|
–
|
–
|
|
|
616
|
Personal CFO Solutions
Chester,
New Jersey
|
$234K
|
–
|
–
|
–
|
|
|
617
|
Berger Financial Group
Plymouth,
Minnesota
|
$233K
|
-$34.8K
|
-206
|
-13%
|
|
|
618
|
GYL Financial Synergies
West Hartford,
Connecticut
|
$233K
|
–
|
–
|
–
|
|
|
619
|
Davis Investment Partners
Charlotte,
North Carolina
|
$233K
|
–
|
–
|
–
|
|
|
620
|
ORBA Wealth Advisors
Chicago,
Illinois
|
$228K
|
–
|
–
|
–
|
|
|
621
|
Paragon Private Wealth Management
Lexington,
Kentucky
|
$228K
|
–
|
–
|
–
|
|
|
622
|
Fort Sheridan Advisors
Highland Park,
Illinois
|
$228K
|
+$228K
|
+1,351
|
New
|
|
|
623
|
Pegasus Partners
Mequon,
Wisconsin
|
$226K
|
+$226K
|
+1,339
|
New
|
|
|
624
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$224K
|
+$12.8K
|
+76
|
+6%
|
|
|
625
|
Fisher Asset Management
Camas,
Washington
|
$220K
|
+$220K
|
+1,303
|
New
|
|
