|
826
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$246K
|
-$2.56K
|
-26
|
-1%
|
|
|
827
|
Transcend Capital Advisors
Madison,
New Jersey
|
$245K
|
-$32.3K
|
-328
|
-12%
|
|
|
828
|
Welch & Forbes
Boston,
Massachusetts
|
$243K
|
-$36.3K
|
-369
|
-13%
|
|
|
829
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$242K
|
-$30.9K
|
-314
|
-12%
|
|
|
830
|
Central Trust Company
Jefferson City,
Missouri
|
$241K
|
-$18.7K
|
-190
|
-7%
|
|
|
831
|
North Star Asset Management
Neenah,
Wisconsin
|
$240K
|
-$6.89K
|
-70
|
-3%
|
|
|
832
|
Jeppson Wealth Management
Manhattan Beach,
California
|
$239K
|
-$7.88K
|
-80
|
-3%
|
|
|
833
|
Hobbs Group Advisors
Columbia,
South Carolina
|
$238K
|
+$240K
|
+2,437
|
New
|
|
|
834
|
|
$237K
|
-$103K
|
-1,041
|
-30%
|
|
|
835
|
Hutchens & Kramer Investment Management Group
Carmel,
Indiana
|
$237K
|
+$243K
|
+2,468
|
New
|
|
|
836
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$236K
|
+$239K
|
+2,422
|
New
|
|
|
837
|
Cadence Bank
Tupelo,
Mississippi
|
$234K
|
+$2.96K
|
+30
|
+1%
|
|
|
838
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$234K
|
+$7.68K
|
+78
|
+3%
|
|
|
839
|
One Capital Management
Westlake Village,
California
|
$233K
|
+$235K
|
+2,389
|
New
|
|
|
840
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
$231K
|
+$71.8K
|
+729
|
+45%
|
|
|
841
|
CX Institutional
Auburn,
Indiana
|
$229K
|
-$46K
|
-467
|
-17%
|
|
|
842
|
Geneos Wealth Management
Englewood,
Colorado
|
$228K
|
+$78.3K
|
+795
|
+52%
|
|
|
843
|
Dakota Community Bank & Trust
Hebron,
North Dakota
|
$225K
|
+$4.14K
|
+42
|
+2%
|
|
|
844
|
Valued Retirements
Houston,
Texas
|
$225K
|
+$21.6K
|
+219
|
+11%
|
|
|
845
|
Procyon Advisors
Shelton,
Connecticut
|
$225K
|
-$305K
|
-3,092
|
-57%
|
|
|
846
|
Federated Hermes
Pittsburgh,
Pennsylvania
|
$224K
|
-$44.7M
|
-453,889
|
-99%
|
|
|
847
|
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
|
$223K
|
+$17.5K
|
+178
|
+8%
|
|
|
848
|
Bristlecone Advisors
Bellevue,
Washington
|
$223K
|
-$29.5K
|
-300
|
-12%
|
|
|
849
|
JFG Wealth Management
Denver,
Colorado
|
$222K
|
+$224K
|
+2,274
|
New
|
|
|
850
|
Summit X LLC
Chesterfield,
Missouri
|
$222K
|
+$217K
|
+2,199
|
New
|
|
