|
826
|
Newport Wealth Strategies
Irvine,
California
|
$303K
|
–
|
–
|
–
|
|
|
827
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$303K
|
+$1.88K
|
+7
|
+0.6%
|
|
|
828
|
Investors Financial Group
Plymouth,
Minnesota
|
$300K
|
+$13.5K
|
+50
|
+5%
|
|
|
829
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$299K
|
+$269
|
+1
|
+0.1%
|
|
|
830
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$298K
|
-$25.3K
|
-94
|
-8%
|
|
|
831
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$298K
|
–
|
–
|
–
|
|
|
832
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$298K
|
+$26.1K
|
+97
|
+12%
|
|
|
833
|
Chesapeake Wealth Management
Williamsburg,
Virginia
|
$297K
|
–
|
–
|
–
|
|
|
834
|
Dodge & Cox
San Francisco,
California
|
$295K
|
-$43.1K
|
-160
|
-13%
|
|
|
835
|
Citizens Business Bank
Ontario,
California
|
$295K
|
-$26.9K
|
-100
|
-8%
|
|
|
836
|
J.W. Coons Advisors
Columbus,
Ohio
|
$295K
|
–
|
–
|
–
|
|
|
837
|
Belpointe Asset Management
Reno,
Nevada
|
$294K
|
+$12.6K
|
+47
|
+4%
|
|
|
838
|
Holderness Investments Company
Greensboro,
North Carolina
|
$293K
|
+$2.69K
|
+10
|
+0.9%
|
|
|
839
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$293K
|
+$293K
|
+1,090
|
New
|
|
|
840
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$292K
|
–
|
–
|
–
|
|
|
841
|
Level Four Advisory Services
Dallas,
Texas
|
$288K
|
-$131K
|
-486
|
-31%
|
|
|
842
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$284K
|
-$269
|
-1
|
-0.1%
|
|
|
843
|
Wealth Management Associates
Cherry Hill,
New Jersey
|
$283K
|
–
|
–
|
–
|
|
|
844
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$279K
|
-$55.7K
|
-207
|
-17%
|
|
|
845
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$279K
|
–
|
–
|
–
|
|
|
846
|
Alpha Windward
Westwood,
Massachusetts
|
$279K
|
+$538
|
+2
|
+0.2%
|
|
|
847
|
Independent Financial Group
San Diego,
California
|
$277K
|
+$13.5K
|
+50
|
+5%
|
|
|
848
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$276K
|
–
|
–
|
–
|
|
|
849
|
Tandem Investment Advisors
Charleston,
South Carolina
|
$275K
|
-$26.1K
|
-97
|
-9%
|
|
|
850
|
Two Sigma Securities
New York
|
$272K
|
+$51.7K
|
+192
|
+23%
|
|
