|
726
|
Resource Management
Metairie,
Louisiana
|
$219K
|
+$220K
|
+6,250
|
New
|
|
|
727
|
|
$219K
|
-$1.23M
|
-34,850
|
-85%
|
|
|
728
|
Claro Advisors
Boston,
Massachusetts
|
$217K
|
–
|
–
|
–
|
|
|
729
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$214K
|
–
|
–
|
–
|
|
|
730
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$213K
|
–
|
–
|
–
|
|
|
731
|
Gotham Asset Management
New York
|
$212K
|
-$63.4K
|
-1,800
|
-23%
|
|
|
732
|
Rainey & Randall Wealth Advisors
Celebration,
Florida
|
$210K
|
–
|
–
|
–
|
|
|
733
|
Frisch Financial Group
Melville,
New York
|
$208K
|
–
|
–
|
–
|
|
|
734
|
CX Institutional
Auburn,
Indiana
|
$208K
|
+$89.8K
|
+2,550
|
+75%
|
|
|
735
|
Advisor OS
Chicago,
Illinois
|
$208K
|
+$210K
|
+5,950
|
New
|
|
|
736
|
Ipswich Investment Management
Beverly,
Massachusetts
|
$205K
|
-$8.8K
|
-250
|
-4%
|
|
|
737
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$205K
|
–
|
–
|
–
|
|
|
738
|
Lehman & Derafelo Financial Resources
Media,
Pennsylvania
|
$205K
|
–
|
–
|
–
|
|
|
739
|
AssetMark Inc
Concord,
California
|
$205K
|
+$61.6K
|
+1,750
|
+43%
|
|
|
740
|
ACG Wealth
Atlanta,
Georgia
|
$203K
|
–
|
–
|
–
|
|
|
741
|
Alterity Financial Group
Bangor,
Maine
|
$203K
|
+$204K
|
+5,800
|
New
|
|
|
742
|
Murphy Capital Management
Bedminster,
New Jersey
|
$201K
|
+$202K
|
+5,750
|
New
|
|
|
743
|
NBT Bank
Norwich,
New York
|
$201K
|
+$202K
|
+5,750
|
New
|
|
|
744
|
WD Rutherford
Portland,
Oregon
|
$192K
|
–
|
–
|
–
|
|
|
745
|
City Holding Co
Charleston,
West Virginia
|
$190K
|
+$220K
|
+6,250
|
New
|
|
|
746
|
West Oak Capital
Westlake Village,
California
|
$187K
|
-$17.6K
|
-500
|
-9%
|
|
|
747
|
Infusive Asset Management
New York
|
$182K
|
-$10.6K
|
-300
|
-5%
|
|
|
748
|
Lee Financial
Dallas,
Texas
|
$177K
|
–
|
–
|
–
|
|
|
749
|
Crescent Capital Consulting
New Orleans,
Louisiana
|
$175K
|
–
|
–
|
–
|
|
|
750
|
|
$173K
|
+$100K
|
+2,850
|
+136%
|
|
