|
601
|
GC Wealth Management RIA
Cambridge,
Massachusetts
|
$231K
|
–
|
–
|
–
|
|
|
602
|
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
|
$231K
|
+$223K
|
+9,525
|
New
|
|
|
603
|
Beacon Financial Group
Dallas,
Texas
|
$230K
|
+$222K
|
+9,515
|
New
|
|
|
604
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$230K
|
-$25.7K
|
-1,100
|
-10%
|
|
|
605
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$229K
|
+$221K
|
+9,435
|
New
|
|
|
606
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$228K
|
-$26.1K
|
-1,115
|
-11%
|
|
|
607
|
Everpar Advisors
Tulsa,
Oklahoma
|
$225K
|
-$197K
|
-8,430
|
-48%
|
|
|
608
|
San Luis Wealth Advisors
San Luis Obispo,
California
|
$224K
|
+$1.52K
|
+65
|
+0.7%
|
|
|
609
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$223K
|
–
|
–
|
–
|
|
|
610
|
Clearstead Trust
Portland,
Maine
|
$222K
|
+$1.4K
|
+60
|
+0.7%
|
|
|
611
|
SageView Advisory Group
Newport Beach,
California
|
$222K
|
-$5.61K
|
-240
|
-3%
|
|
|
612
|
Armor Investment Advisors
Raleigh,
North Carolina
|
$222K
|
–
|
–
|
–
|
|
|
613
|
Strategies Wealth Advisors
Grand Rapids,
Michigan
|
$220K
|
–
|
–
|
–
|
|
|
614
|
International Assets Investment Management
Orlando,
Florida
|
$219K
|
-$67.1K
|
-2,870
|
-24%
|
|
|
615
|
Salvus Wealth Management
Red Bank,
New Jersey
|
$217K
|
–
|
–
|
–
|
|
|
616
|
Southeast Asset Advisors
Thomasville,
Georgia
|
$217K
|
–
|
–
|
–
|
|
|
617
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$216K
|
+$208K
|
+8,905
|
New
|
|
|
618
|
Cascade Financial Partners
San Diego,
California
|
$216K
|
-$58.4K
|
-2,500
|
-22%
|
|
|
619
|
AIMZ Investment Advisors
Los Altos,
California
|
$214K
|
+$207K
|
+8,850
|
New
|
|
|
620
|
Financial Engines Advisors
Santa Clara,
California
|
$214K
|
+$206K
|
+8,825
|
New
|
|
|
621
|
Covenant Asset Management
Chester,
New Jersey
|
$213K
|
-$7.01K
|
-300
|
-3%
|
|
|
622
|
Whalerock Point Partners
Providence,
Rhode Island
|
$213K
|
+$205K
|
+8,780
|
New
|
|
|
623
|
Whittier Trust
South Pasadena,
California
|
$212K
|
–
|
–
|
–
|
|
|
624
|
Curi RMB Capital
Chicago,
Illinois
|
$212K
|
+$205K
|
+8,750
|
New
|
|
|
625
|
Valued Wealth Advisors
Holladay,
Utah
|
$211K
|
-$1.05K
|
-45
|
-0.5%
|
|
