|
851
|
Curi Wealth Management
Raleigh,
North Carolina
|
$211K
|
+$197K
|
+960
|
New
|
|
|
852
|
Chicago Trust
Grayslake,
Illinois
|
$209K
|
+$195K
|
+950
|
New
|
|
|
853
|
PDS Planning
Dublin,
Ohio
|
$208K
|
-$47.6K
|
-232
|
-20%
|
|
|
854
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$207K
|
+$104K
|
+507
|
+117%
|
|
|
855
|
Charter Research & Investment Group
Southport,
Connecticut
|
$207K
|
+$193K
|
+940
|
New
|
|
|
856
|
Financial Advisory Group
Houston,
Texas
|
$206K
|
+$192K
|
+937
|
New
|
|
|
857
|
Tidal Investments
Milwaukee,
Wisconsin
|
$206K
|
+$192K
|
+938
|
New
|
|
|
858
|
Baldrige Asset Management
Allentown,
Pennsylvania
|
$204K
|
–
|
–
|
–
|
|
|
859
|
|
$204K
|
+$190K
|
+925
|
New
|
|
|
860
|
Patton Albertson Miller Group
Chattanooga,
Tennessee
|
$204K
|
+$190K
|
+925
|
New
|
|
|
861
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$204K
|
+$190K
|
+926
|
New
|
|
|
862
|
Phraction Management
Colchester,
Connecticut
|
$204K
|
+$190K
|
+927
|
New
|
|
|
863
|
Freedom Investment Management
Hartford,
Connecticut
|
$204K
|
+$190K
|
+928
|
New
|
|
|
864
|
Sage Investment Advisers
Wappingers Falls,
New York
|
$204K
|
+$190K
|
+928
|
New
|
|
|
865
|
R.W. Roge & Company
Bohemia,
New York
|
$203K
|
+$205K
|
+1,000
|
New
|
|
|
866
|
Beacon Financial Group
Dallas,
Texas
|
$202K
|
+$188K
|
+915
|
New
|
|
|
867
|
Belpointe Asset Management
Reno,
Nevada
|
$201K
|
+$21.7K
|
+106
|
+13%
|
|
|
868
|
Planning Directions
Glen Mills,
Pennsylvania
|
$201K
|
+$187K
|
+912
|
New
|
|
|
869
|
Spinnaker Trust
Portland,
Maine
|
$201K
|
+$188K
|
+915
|
New
|
|
|
870
|
Family Capital Trust
Peabody,
Massachusetts
|
$198K
|
–
|
–
|
–
|
|
|
871
|
Independence Bank of Kentucky
Owensboro,
Kentucky
|
$198K
|
–
|
–
|
–
|
|
|
872
|
American Research & Management Company
Marion,
Massachusetts
|
$193K
|
–
|
–
|
–
|
|
|
873
|
AssetMark Inc
Concord,
California
|
$188K
|
+$9.43K
|
+46
|
+6%
|
|
|
874
|
Washington Trust
Westerly,
Rhode Island
|
$184K
|
-$6.8M
|
-33,148
|
-98%
|
|
|
875
|
Blume Capital Management
Berkeley,
California
|
$184K
|
-$41K
|
-200
|
-19%
|
|
