|
801
|
Curtis Advisory Group
Santa Barbara,
California
|
$259K
|
–
|
–
|
–
|
|
|
802
|
Hibernia Wealth Partners
Baton Rouge,
Louisiana
|
$258K
|
+$256K
|
+4,480
|
New
|
|
|
803
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$257K
|
–
|
–
|
–
|
|
|
804
|
CIC Wealth
Rockville,
Maryland
|
$256K
|
–
|
–
|
–
|
|
|
805
|
Hobbs Group Advisors
Columbia,
South Carolina
|
$252K
|
+$250K
|
+4,382
|
New
|
|
|
806
|
Financial Counselors Inc
Overland Park,
Kansas
|
$252K
|
–
|
–
|
–
|
|
|
807
|
SignatureFD
Atlanta,
Georgia
|
$250K
|
-$9.71K
|
-170
|
-4%
|
|
|
808
|
Romano Brothers & Co
Evanston,
Illinois
|
$249K
|
–
|
–
|
–
|
|
|
809
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$247K
|
+$1.26K
|
+22
|
+0.5%
|
|
|
810
|
Westside Investment Management
Santa Monica,
California
|
$245K
|
-$79.9K
|
-1,398
|
-25%
|
|
|
811
|
SP Asset Management
Cupertino,
California
|
$244K
|
+$914
|
+16
|
+0.4%
|
|
|
812
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$244K
|
-$8.85K
|
-155
|
-4%
|
|
|
813
|
LM Advisors
San Diego,
California
|
$242K
|
–
|
–
|
–
|
|
|
814
|
Waterfront Wealth
Overland Park,
Kansas
|
$242K
|
–
|
–
|
–
|
|
|
815
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$240K
|
+$238K
|
+4,170
|
New
|
|
|
816
|
Edgestream Partners
Princeton,
New Jersey
|
$240K
|
+$238K
|
+4,159
|
New
|
|
|
817
|
Bramshill Investments
Naples,
Florida
|
$239K
|
+$237K
|
+4,156
|
New
|
|
|
818
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$239K
|
–
|
–
|
–
|
|
|
819
|
Daymark Wealth Partners
Cincinnati,
Ohio
|
$236K
|
+$234K
|
+4,099
|
New
|
|
|
820
|
Firethorn Wealth Partners
Augusta,
Georgia
|
$236K
|
-$7.71K
|
-135
|
-3%
|
|
|
821
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$236K
|
-$96.9K
|
-1,697
|
-29%
|
|
|
822
|
Guardian Capital Advisors (Canada)
Toronto,
Ontario, Canada
|
$233K
|
–
|
–
|
–
|
|
|
823
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$233K
|
-$8.74K
|
-153
|
-4%
|
|
|
824
|
Huntington National Bank
Columbus,
Ohio
|
$232K
|
–
|
–
|
–
|
|
|
825
|
Summit Global Investments
Bountiful,
Utah
|
$231K
|
-$6K
|
-105
|
-3%
|
|
