|
1301
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$296K
|
+$291K
|
+6,978
|
New
|
|
|
1302
|
FRG Family Wealth Advisors
Bellevue,
Washington
|
$295K
|
–
|
–
|
–
|
|
|
1303
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$295K
|
-$9.66K
|
-232
|
-3%
|
|
|
1304
|
Doliver Advisors
Houston,
Texas
|
$294K
|
-$833
|
-20
|
-0.3%
|
|
|
1305
|
Centennial Wealth Advisory
Traverse City,
Michigan
|
$294K
|
+$15.1K
|
+362
|
+6%
|
|
|
1306
|
Laraway Financial Advisors
Saint Cloud,
Minnesota
|
$293K
|
-$10.2K
|
-244
|
-3%
|
|
|
1307
|
Strategic Blueprint
Atlanta,
Georgia
|
$293K
|
-$6.41K
|
-154
|
-2%
|
|
|
1308
|
Sonata Capital Group
Seattle,
Washington
|
$292K
|
+$1.25K
|
+30
|
+0.4%
|
|
|
1309
|
Grantvest Financial Group
Matawan,
New Jersey
|
$289K
|
-$34.2K
|
-820
|
-11%
|
|
|
1310
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$289K
|
-$17.1K
|
-410
|
-6%
|
|
|
1311
|
SVB Wealth
Boston,
Massachusetts
|
$289K
|
+$66.1K
|
+1,588
|
+30%
|
|
|
1312
|
Evanson Asset Management
Carmel,
California
|
$288K
|
+$4.67K
|
+112
|
+2%
|
|
|
1313
|
AssetMark Inc
Concord,
California
|
$288K
|
-$8.51M
|
-204,362
|
-97%
|
|
|
1314
|
PKS Advisory Services
Albany,
New York
|
$288K
|
-$633K
|
-15,192
|
-69%
|
|
|
1315
|
Global View Capital Management
Waukesha,
Wisconsin
|
$288K
|
-$323K
|
-7,756
|
-53%
|
|
|
1316
|
Retirement Guys Formula
Maumee,
Ohio
|
$288K
|
-$2.58K
|
-62
|
-0.9%
|
|
|
1317
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$288K
|
-$15.8K
|
-380
|
-6%
|
|
|
1318
|
Howard Financial Services
Dallas,
Texas
|
$287K
|
+$11.7K
|
+280
|
+4%
|
|
|
1319
|
AHL Investment Management
Winter Park,
Florida
|
$287K
|
–
|
–
|
–
|
|
|
1320
|
Orrstown Financial Services
Harrisburg,
Pennsylvania
|
$286K
|
+$56.6K
|
+1,360
|
+25%
|
|
|
1321
|
Traynor Capital Management
Malvern,
Pennsylvania
|
$283K
|
+$276K
|
+6,626
|
New
|
|
|
1322
|
Corsair Capital Management
New York
|
$283K
|
–
|
–
|
–
|
|
|
1323
|
Prosperity Financial Group
San Ramon,
California
|
$282K
|
-$73.7K
|
-1,770
|
-21%
|
|
|
1324
|
Cullen Capital Management
New York
|
$282K
|
+$51.3K
|
+1,232
|
+23%
|
|
|
1325
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$281K
|
-$2.58K
|
-62
|
-0.9%
|
|
