|
701
|
Westover Capital Advisors
Wilmington,
Delaware
|
$365K
|
–
|
–
|
–
|
|
|
702
|
Trivium Point Advisory
Westport,
Connecticut
|
$365K
|
+$373K
|
+16,611
|
New
|
|
|
703
|
Chevy Chase Trust
Bethesda,
Maryland
|
$363K
|
+$89.7K
|
+4,000
|
+32%
|
|
|
704
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$361K
|
+$368K
|
+16,418
|
New
|
|
|
705
|
Oder Investment Management
Woodland Hills,
California
|
$358K
|
+$47.2K
|
+2,103
|
+15%
|
|
|
706
|
Cerro Pacific Wealth Advisors
San Luis Obispo,
California
|
$357K
|
-$35.9K
|
-1,600
|
-9%
|
|
|
707
|
SkyOak Wealth
Southfield,
Michigan
|
$357K
|
-$2.24K
|
-100
|
-0.6%
|
|
|
708
|
New Vernon Investment Management
Highland Park,
Illinois
|
$357K
|
–
|
–
|
–
|
|
|
709
|
Stokes Family Office
New Orleans,
Louisiana
|
$357K
|
+$6.73K
|
+300
|
+2%
|
|
|
710
|
Cannell & Spears
New York
|
$357K
|
+$365K
|
+16,260
|
New
|
|
|
711
|
GW & Wade
Wellesley,
Massachusetts
|
$355K
|
+$987
|
+44
|
+0.3%
|
|
|
712
|
KCM Investment Advisors
Greenbrae,
California
|
$353K
|
+$106K
|
+4,705
|
+41%
|
|
|
713
|
Congress Wealth Management
Boston,
Massachusetts
|
$353K
|
+$360K
|
+16,060
|
New
|
|
|
714
|
Cornell Pochily Investment Advisors
Ithaca,
New York
|
$352K
|
-$22K
|
-982
|
-6%
|
|
|
715
|
Arete Wealth Advisors
Chicago,
Illinois
|
$351K
|
+$106K
|
+4,726
|
+42%
|
|
|
716
|
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
$350K
|
+$357K
|
+15,918
|
New
|
|
|
717
|
Evermay Wealth Management
Arlington,
Virginia
|
$348K
|
+$33.6K
|
+1,500
|
+10%
|
|
|
718
|
Vaughan & Co Securities
Ridgewood,
New Jersey
|
$346K
|
-$10.3K
|
-458
|
-3%
|
|
|
719
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$346K
|
+$314
|
+14
|
+0.1%
|
|
|
720
|
Waterfront Wealth
Overland Park,
Kansas
|
$346K
|
+$10.9K
|
+485
|
+3%
|
|
|
721
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$346K
|
+$73.3K
|
+3,268
|
+26%
|
|
|
722
|
Duncker Streett & Co
St. Louis,
Missouri
|
$345K
|
-$4.49K
|
-200
|
-1%
|
|
|
723
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$343K
|
+$350K
|
+15,600
|
New
|
|
|
724
|
Washington Trust
Westerly,
Rhode Island
|
$342K
|
-$72.3K
|
-3,225
|
-17%
|
|
|
725
|
Norman Fields Gottscho Capital Management
New York
|
$342K
|
-$44.9K
|
-2,000
|
-11%
|
|
