|
2801
|
IMA Advisory Services
Denver,
Colorado
|
$205K
|
–
|
–
|
–
|
|
|
2802
|
Paradigm Strategies in Wealth Management
Maple Grove,
Minnesota
|
$205K
|
–
|
–
|
–
|
|
|
2803
|
Guardian Wealth Advisors (Minnesota)
St Louis Park,
Minnesota
|
$205K
|
+$2.28K
|
+45
|
+1%
|
|
|
2804
|
OneAscent Financial Services
Birmingham,
Alabama
|
$205K
|
+$204K
|
+4,036
|
New
|
|
|
2805
|
Seven Springs Wealth Group
Brentwood,
Tennessee
|
$204K
|
–
|
–
|
–
|
|
|
2806
|
Drake & Associates
Waukesha,
Wisconsin
|
$204K
|
+$203K
|
+4,012
|
New
|
|
|
2807
|
Strategic Equity Management
Tucson,
Arizona
|
$204K
|
+$203K
|
+4,018
|
New
|
|
|
2808
|
Greenhouse Wealth Management
Westport,
Connecticut
|
$204K
|
+$203K
|
+4,020
|
New
|
|
|
2809
|
EWG Elevate
Roseville,
California
|
$204K
|
+$204K
|
+4,027
|
New
|
|
|
2810
|
Aristotle Atlantic Partners
Sarasota,
Florida
|
$203K
|
–
|
–
|
–
|
|
|
2811
|
CKW Financial Group
Honolulu,
Hawaii
|
$203K
|
–
|
–
|
–
|
|
|
2812
|
Plan Group Financial
Oklahoma City,
Oklahoma
|
$203K
|
+$202K
|
+4,000
|
New
|
|
|
2813
|
Capasso Planning Partners
Charleston,
South Carolina
|
$203K
|
+$202K
|
+4,003
|
New
|
|
|
2814
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$202K
|
-$947K
|
-18,719
|
-82%
|
|
|
2815
|
Reston Wealth Management
Reston,
Virginia
|
$202K
|
-$43.3K
|
-856
|
-18%
|
|
|
2816
|
Stone Summit Wealth
Miami,
Florida
|
$202K
|
–
|
–
|
–
|
|
|
2817
|
Altus Wealth Management
Ft Mitchell,
Kentucky
|
$201K
|
+$51
|
+1
|
+0%
|
|
|
2818
|
Day & Ennis
Macon,
Georgia
|
$201K
|
+$201K
|
+3,970
|
New
|
|
|
2819
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$200K
|
-$26.6K
|
-525
|
-12%
|
|
|
2820
|
Hightower 6M Holding
Wichita,
Kansas
|
$200K
|
+$101
|
+2
|
+0.1%
|
|
|
2821
|
Private Ocean
San Rafael,
California
|
$194K
|
-$15.7K
|
-310
|
-7%
|
|
|
2822
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$193K
|
-$21.8K
|
-431
|
-10%
|
|
|
2823
|
Crewe Advisors
Salt Lake City,
Utah
|
$186K
|
+$40.7K
|
+805
|
+28%
|
|
|
2824
|
Savior LLC
Wellesley Hills,
Massachusetts
|
$185K
|
–
|
–
|
–
|
|
|
2825
|
Sierra Capital
Miami,
Florida
|
$178K
|
-$3.84K
|
-76
|
-2%
|
|
