|
1201
|
ORG Partners
Roanoke,
Indiana
|
$150K
|
-$4.77M
|
-77,219
|
-97%
|
|
|
1202
|
Bridge Generations Wealth Management
South Miami,
Florida
|
$150K
|
+$147K
|
+2,372
|
+6,777%
|
|
|
1203
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$143K
|
–
|
–
|
–
|
|
|
1204
|
Conquis Financial
Milbrae,
California
|
$142K
|
–
|
–
|
–
|
|
|
1205
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
$139K
|
+$371
|
+6
|
+0.3%
|
|
|
1206
|
Creekmur Asset Management
Morton,
Illinois
|
$134K
|
+$432
|
+7
|
+0.3%
|
|
|
1207
|
VSM Wealth Advisory
Hunt Valley,
Maryland
|
$133K
|
+$62
|
+1
|
+0%
|
|
|
1208
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$131K
|
–
|
–
|
–
|
|
|
1209
|
Bell Investment Advisors
Oakland,
California
|
$131K
|
-$7.72K
|
-125
|
-6%
|
|
|
1210
|
Financial Perspectives
Minneapolis,
Minnesota
|
$119K
|
+$309
|
+5
|
+0.3%
|
|
|
1211
|
CVA Family Office
Denver,
Colorado
|
$118K
|
+$14.8K
|
+240
|
+14%
|
|
|
1212
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$115K
|
+$28.2K
|
+456
|
+33%
|
|
|
1213
|
First Pacific Financial
Vancouver,
Washington
|
$115K
|
–
|
–
|
–
|
|
|
1214
|
Centaurus Financial
Anaheim,
California
|
$112K
|
+$111K
|
+1,804
|
New
|
|
|
1215
|
Pillar Financial Advisors
Louisville,
Kentucky
|
$110K
|
–
|
–
|
–
|
|
|
1216
|
Oakworth Capital
Birmingham,
Alabama
|
$109K
|
–
|
–
|
–
|
|
|
1217
|
West Paces Advisors
Atlanta,
Georgia
|
$108K
|
-$35.8K
|
-579
|
-25%
|
|
|
1218
|
Creative Capital Management Investments
San Diego,
California
|
$107K
|
–
|
–
|
–
|
|
|
1219
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$107K
|
+$1.61K
|
+26
|
+2%
|
|
|
1220
|
Armstrong Advisory Group
Needham,
Massachusetts
|
$106K
|
–
|
–
|
–
|
|
|
1221
|
TFC Financial Management
Boston,
Massachusetts
|
$105K
|
+$309
|
+5
|
+0.3%
|
|
|
1222
|
Anderson Financial Strategies
Dayton,
Ohio
|
$105K
|
+$104K
|
+1,688
|
New
|
|
|
1223
|
FSA Wealth Management
Needham,
Massachusetts
|
$102K
|
+$247
|
+4
|
+0.2%
|
|
|
1224
|
CX Institutional
Auburn,
Indiana
|
$102K
|
+$102K
|
+1,645
|
New
|
|
|
1225
|
Olistico Wealth
Tulsa,
Oklahoma
|
$100K
|
+$37.7K
|
+610
|
+61%
|
|
