|
3551
|
Avid Wealth Partners
San Antonio,
Texas
|
$299K
|
+$247K
|
+281
|
New
|
|
|
3552
|
Ketron Financial
Novato,
California
|
$299K
|
-$12.3K
|
-14
|
-5%
|
|
|
3553
|
Seed Wealth Management
Evanston,
Illinois
|
$298K
|
+$246K
|
+280
|
New
|
|
|
3554
|
Artesa Financial Group
Conroe,
Texas
|
$297K
|
+$245K
|
+279
|
New
|
|
|
3555
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$297K
|
+$245K
|
+279
|
New
|
|
|
3556
|
Claret Asset Management
Montreal,
Quebec, Canada
|
$297K
|
-$330K
|
-376
|
-57%
|
|
|
3557
|
LifeWealth Investments
Winter Garden,
Florida
|
$296K
|
-$27.2K
|
-31
|
-10%
|
|
|
3558
|
EARNEST Partners
Atlanta,
Georgia
|
$296K
|
+$244K
|
+278
|
New
|
|
|
3559
|
OFS Enterprise
Kearney,
Nebraska
|
$295K
|
+$243K
|
+277
|
New
|
|
|
3560
|
PACK Private Wealth
Wayzata,
Minnesota
|
$294K
|
+$242K
|
+276
|
New
|
|
|
3561
|
Old Peak Finance
Chapel Hill,
North Carolina
|
$293K
|
+$242K
|
+275
|
New
|
|
|
3562
|
Barings
Charlotte,
North Carolina
|
$292K
|
-$44.8K
|
-51
|
-16%
|
|
|
3563
|
Grove Street Fiduciary
Peterborough,
New Hampshire
|
$292K
|
+$241K
|
+274
|
New
|
|
|
3564
|
Stevens Capital Partners
Omaha,
Nebraska
|
$292K
|
+$241K
|
+274
|
New
|
|
|
3565
|
Whitaker-Myers Wealth Managers
Mansfield,
Ohio
|
$291K
|
-$13.2K
|
-15
|
-5%
|
|
|
3566
|
Passive Capital Management
Baltimore,
Maryland
|
$291K
|
-$9.66K
|
-11
|
-2%
|
|
|
3567
|
Oak Barrel Wealth Advisory
Reston,
Virginia
|
$291K
|
+$240K
|
+273
|
New
|
|
|
3568
|
Select Asset Management & Trust
Mechanicsburg,
Pennsylvania
|
$290K
|
+$239K
|
+272
|
New
|
|
|
3569
|
Everest Management Corp
Cupertino,
California
|
$290K
|
+$239K
|
+272
|
New
|
|
|
3570
|
Global View Capital Management
Waukesha,
Wisconsin
|
$290K
|
+$239K
|
+272
|
New
|
|
|
3571
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$288K
|
-$633K
|
-721
|
-73%
|
|
|
3572
|
Clean Yield Group
Norwich,
Vermont
|
$288K
|
–
|
–
|
–
|
|
|
3573
|
Indie Asset Partners
Carmel,
Indiana
|
$288K
|
+$237K
|
+270
|
New
|
|
|
3574
|
Archvest Wealth Advisors
Concord,
California
|
$287K
|
-$105K
|
-120
|
-31%
|
|
|
3575
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$287K
|
–
|
–
|
–
|
|
