|
801
|
Covenant Partners
Nashville,
Tennessee
|
$239K
|
+$239K
|
+14,880
|
New
|
|
|
802
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$235K
|
-$12.7K
|
-791
|
-5%
|
|
|
803
|
Stelac Advisory Services
New York
|
$234K
|
–
|
–
|
–
|
|
|
804
|
Hollencrest Capital Management
Newport Beach,
California
|
$234K
|
+$1.11K
|
+69
|
+0.5%
|
|
|
805
|
CFO4Life Group
Coppell,
Texas
|
$234K
|
+$2.08K
|
+129
|
+0.9%
|
|
|
806
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$233K
|
-$821
|
-51
|
-0.3%
|
|
|
807
|
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
$233K
|
+$63.6K
|
+3,950
|
+37%
|
|
|
808
|
Hollow Brook Wealth Management
Katonah,
New York
|
$232K
|
–
|
–
|
–
|
|
|
809
|
Larson Financial Group
St Louis,
Missouri
|
$230K
|
-$38.4K
|
-2,384
|
-14%
|
|
|
810
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$229K
|
+$3.1K
|
+193
|
+1%
|
|
|
811
|
Hemington Wealth Management
Falls Church,
Virginia
|
$229K
|
–
|
–
|
–
|
|
|
812
|
First National Trust
Hermitage,
Pennsylvania
|
$228K
|
-$8.04K
|
-500
|
-3%
|
|
|
813
|
Trueblood Wealth Management
Lima,
Ohio
|
$228K
|
–
|
–
|
–
|
|
|
814
|
Secure Asset Management
Troy,
Michigan
|
$227K
|
+$227K
|
+14,128
|
New
|
|
|
815
|
Ulland Investment Advisors
Minneapolis,
Minnesota
|
$225K
|
-$2.3K
|
-143
|
-1%
|
|
|
816
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$225K
|
+$42K
|
+2,613
|
+23%
|
|
|
817
|
SJS Investment Consulting
Sylvania,
Ohio
|
$224K
|
+$219K
|
+13,610
|
+3,649%
|
|
|
818
|
Perennial Investment Advisors
Los Angeles,
California
|
$223K
|
-$20.6K
|
-1,280
|
-8%
|
|
|
819
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$221K
|
–
|
–
|
–
|
|
|
820
|
Koshinski Asset Management
Decatur,
Illinois
|
$221K
|
+$274
|
+17
|
+0.1%
|
|
|
821
|
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
$221K
|
–
|
–
|
–
|
|
|
822
|
TrueWealth Advisors
Birmingham,
Alabama
|
$221K
|
+$51.8K
|
+3,222
|
+31%
|
|
|
823
|
Family Management
New York
|
$219K
|
+$220K
|
+13,664
|
New
|
|
|
824
|
Country Club Bank
Kansas City,
Missouri
|
$219K
|
+$8.04K
|
+500
|
+4%
|
|
|
825
|
Kiely Wealth Advisory Group
Kernersville,
North Carolina
|
$219K
|
+$207K
|
+12,862
|
New
|
|
