|
801
|
Philadelphia Trust Company
Philadelphia,
Pennsylvania
|
$292K
|
–
|
–
|
–
|
|
|
802
|
Spire Wealth Management
Mclean,
Virginia
|
$290K
|
-$2.51K
|
-1
|
-0.9%
|
|
|
803
|
First Western Trust Bank
Denver,
Colorado
|
$290K
|
–
|
–
|
–
|
|
|
804
|
Focus Financial Network
Minneapolis,
Minnesota
|
$290K
|
–
|
–
|
–
|
|
|
805
|
Fee-Only Financial Planning
Okatie,
South Carolina
|
$287K
|
–
|
–
|
–
|
|
|
806
|
Crestmont Private Wealth
Houston,
Texas
|
$284K
|
-$67.8K
|
-27
|
-19%
|
|
|
807
|
JSF Financial
Los Angeles,
California
|
$284K
|
-$27.6K
|
-11
|
-9%
|
|
|
808
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$284K
|
+$40.2K
|
+16
|
+17%
|
|
|
809
|
CVA Family Office
Denver,
Colorado
|
$282K
|
–
|
–
|
–
|
|
|
810
|
Evergreen Capital Management
Bellevue,
Washington
|
$279K
|
-$7.53K
|
-3
|
-3%
|
|
|
811
|
Greatmark Investment Partners
Columbus,
Georgia
|
$279K
|
–
|
–
|
–
|
|
|
812
|
Novare Capital Management
Charlotte,
North Carolina
|
$279K
|
+$276K
|
+110
|
New
|
|
|
813
|
Sompo Asset Management
Tokyo,
Japan
|
$279K
|
+$50.2K
|
+20
|
+22%
|
|
|
814
|
SimplyRich
Carlsbad,
California
|
$276K
|
–
|
–
|
–
|
|
|
815
|
Carmel Capital Partners
San Diego,
California
|
$274K
|
–
|
–
|
–
|
|
|
816
|
Lindbrook Capital
Calabasas,
California
|
$274K
|
+$37.6K
|
+15
|
+16%
|
|
|
817
|
Sentry Investment Management
Stevens Point,
Wisconsin
|
$272K
|
-$565K
|
-225
|
-68%
|
|
|
818
|
Badgley Phelps Wealth Managers
Seattle,
Washington
|
$269K
|
-$12.5K
|
-5
|
-5%
|
|
|
819
|
Summit Trail Advisors
New York
|
$269K
|
+$25.1K
|
+10
|
+10%
|
|
|
820
|
Childress Capital Advisors
Houston,
Texas
|
$269K
|
+$266K
|
+106
|
New
|
|
|
821
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$267K
|
-$5.02K
|
-2
|
-2%
|
|
|
822
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$267K
|
–
|
–
|
–
|
|
|
823
|
Arax Advisory Partners
Denver,
Colorado
|
$264K
|
-$2.51K
|
-1
|
-1%
|
|
|
824
|
Qtron Investments
Boston,
Massachusetts
|
$259K
|
-$765K
|
-305
|
-75%
|
|
|
825
|
Epic Trust Investment Advisors
Richland,
Washington
|
$259K
|
+$256K
|
+102
|
New
|
|
