|
351
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$808K
|
–
|
–
|
–
|
|
|
352
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$802K
|
–
|
–
|
–
|
|
|
353
|
Harvest Investment Services
Oakbrook Terrace,
Illinois
|
$799K
|
-$1.39M
|
-14,758
|
-63%
|
|
|
354
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$799K
|
–
|
–
|
–
|
|
|
355
|
PKS Advisory Services
Albany,
New York
|
$786K
|
+$814K
|
+8,647
|
New
|
|
|
356
|
Graypoint LLC
Albany,
New York
|
$785K
|
-$78.4K
|
-833
|
-9%
|
|
|
357
|
Bridges Investment Management
Omaha,
Nebraska
|
$785K
|
-$7.53K
|
-80
|
-0.9%
|
|
|
358
|
Atlantic Edge Private Wealth Management
Jacksonville,
Florida
|
$784K
|
–
|
–
|
–
|
|
|
359
|
HMS Capital Management
Nashville,
Tennessee
|
$783K
|
-$9.51K
|
-101
|
-1%
|
|
|
360
|
Hubbell Strickland Wealth Management
New Orleans,
Louisiana
|
$780K
|
+$1.04K
|
+11
|
+0.1%
|
|
|
361
|
Tudor Financial
Dayton,
Ohio
|
$770K
|
+$145K
|
+1,537
|
+22%
|
|
|
362
|
Allspring Global Investments
Charlotte,
North Carolina
|
$768K
|
+$518K
|
+5,500
|
+189%
|
|
|
363
|
Welch & Forbes
Boston,
Massachusetts
|
$766K
|
–
|
–
|
–
|
|
|
364
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$756K
|
–
|
–
|
–
|
|
|
365
|
Compton Wealth Advisory Group
Virginia Beach,
Virginia
|
$754K
|
+$3.77K
|
+40
|
+0.5%
|
|
|
366
|
Texas Bank & Trust
Longview,
Texas
|
$753K
|
+$780K
|
+8,285
|
New
|
|
|
367
|
Quantinno Capital Management
New York
|
$753K
|
+$76.9K
|
+817
|
+11%
|
|
|
368
|
PCA Investment Advisory Services
Cincinnati,
Ohio
|
$747K
|
-$176K
|
-1,874
|
-19%
|
|
|
369
|
RWA Wealth Partners
Newton,
Massachusetts
|
$743K
|
+$283
|
+3
|
+0%
|
|
|
370
|
Montecito Bank & Trust
Santa Barbara,
California
|
$740K
|
–
|
–
|
–
|
|
|
371
|
Armstrong Advisory Group
Needham,
Massachusetts
|
$734K
|
+$1.7K
|
+18
|
+0.2%
|
|
|
372
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$729K
|
+$94
|
+1
|
+0%
|
|
|
373
|
Gables Capital Management
Miami,
Florida
|
$729K
|
–
|
–
|
–
|
|
|
374
|
Axis Wealth Partners
East Providence,
Rhode Island
|
$721K
|
+$747K
|
+7,930
|
New
|
|
|
375
|
PGIM Custom Harvest
Newark,
New Jersey
|
$721K
|
+$1.51K
|
+16
|
+0.2%
|
|
