|
2201
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$484K
|
+$480K
|
+6,942
|
New
|
|
|
2202
|
First Business Financial Services
Madison,
Wisconsin
|
$481K
|
-$34.6K
|
-500
|
-7%
|
|
|
2203
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$481K
|
+$49K
|
+708
|
+11%
|
|
|
2204
|
Wambolt & Associates
Littleton,
Colorado
|
$479K
|
+$3.94K
|
+57
|
+0.8%
|
|
|
2205
|
Westshore Wealth
Newport Beach,
California
|
$479K
|
+$474K
|
+6,858
|
New
|
|
|
2206
|
Financial Advantage
Columbia,
Maryland
|
$478K
|
–
|
–
|
–
|
|
|
2207
|
LifePlan Financial Group
Dayton,
Ohio
|
$476K
|
+$1.25K
|
+18
|
+0.3%
|
|
|
2208
|
Biechele Royce Advisors
Fishers,
Indiana
|
$470K
|
-$7.61K
|
-110
|
-2%
|
|
|
2209
|
Howard Wealth Management
Madison,
Connecticut
|
$467K
|
+$463K
|
+6,701
|
New
|
|
|
2210
|
Smith Capital Management
Little Rock,
Arkansas
|
$465K
|
-$28K
|
-405
|
-6%
|
|
|
2211
|
Central Bank & Trust
Lexington,
Kentucky
|
$465K
|
-$13K
|
-188
|
-3%
|
|
|
2212
|
Intersect Capital
San Ramon,
California
|
$465K
|
+$34.8K
|
+503
|
+8%
|
|
|
2213
|
Cardinal Strategic Wealth Guidance
Louisville,
Kentucky
|
$465K
|
+$461K
|
+6,661
|
New
|
|
|
2214
|
Townsend Asset Management
Raleigh,
North Carolina
|
$464K
|
+$460K
|
+6,650
|
New
|
|
|
2215
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$463K
|
+$40.4K
|
+584
|
+10%
|
|
|
2216
|
Wheatland Advisors
Lancaster,
Pennsylvania
|
$461K
|
-$138K
|
-2,000
|
-23%
|
|
|
2217
|
Adams Chetwood Wealth Management
Durham,
North Carolina
|
$461K
|
+$457K
|
+6,608
|
New
|
|
|
2218
|
Kelleher Financial Advisors
New York
|
$460K
|
+$9.47K
|
+137
|
+2%
|
|
|
2219
|
Moseley Investment Management
Bradenton,
Florida
|
$459K
|
-$89.5K
|
-1,295
|
-16%
|
|
|
2220
|
Portfolio Solutions
Royal Oak,
Michigan
|
$459K
|
+$17.1K
|
+248
|
+4%
|
|
|
2221
|
EPIQ Partners
Minneapolis,
Minnesota
|
$459K
|
+$455K
|
+6,584
|
New
|
|
|
2222
|
Rock Point Advisors
Burlington,
Vermont
|
$458K
|
+$5.25K
|
+76
|
+1%
|
|
|
2223
|
Garde Capital
Seattle,
Washington
|
$458K
|
+$17.3K
|
+250
|
+4%
|
|
|
2224
|
Tranquility Partners
Brentwood,
Tennessee
|
$457K
|
+$99.2K
|
+1,435
|
+28%
|
|
|
2225
|
CAMG Solamere Management
Charlotte,
North Carolina
|
$455K
|
-$93.4K
|
-1,350
|
-17%
|
|
