|
801
|
King Wealth Management Group
Naples,
Florida
|
$221K
|
–
|
–
|
–
|
|
|
802
|
O'Donnell Financial Services
San Rafael,
California
|
$221K
|
+$227K
|
+914
|
New
|
|
|
803
|
Birch Hill Investment Advisors
Boston,
Massachusetts
|
$220K
|
–
|
–
|
–
|
|
|
804
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$219K
|
-$5.97K
|
-24
|
-3%
|
|
|
805
|
Bridgewater Advisors
New York
|
$219K
|
–
|
–
|
–
|
|
|
806
|
Howland Capital Management
Boston,
Massachusetts
|
$219K
|
–
|
–
|
–
|
|
|
807
|
Creative Financial Designs
Kokomo,
Indiana
|
$218K
|
–
|
–
|
–
|
|
|
808
|
Valley Forge Investment Consultants
Audubon,
Pennsylvania
|
$218K
|
–
|
–
|
–
|
|
|
809
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$217K
|
–
|
–
|
–
|
|
|
810
|
Larson Financial Group
St Louis,
Missouri
|
$216K
|
+$24.4K
|
+98
|
+12%
|
|
|
811
|
Petix & Botte Financial
La Mesa,
California
|
$214K
|
+$219K
|
+882
|
New
|
|
|
812
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$214K
|
+$221K
|
+887
|
New
|
|
|
813
|
Grimes & Company
Westborough,
Massachusetts
|
$212K
|
–
|
–
|
–
|
|
|
814
|
LVW Advisors
Pittsford,
New York
|
$211K
|
-$12.9K
|
-52
|
-6%
|
|
|
815
|
Boston Family Office
Boston,
Massachusetts
|
$211K
|
–
|
–
|
–
|
|
|
816
|
True North Advisors
Dallas,
Texas
|
$211K
|
–
|
–
|
–
|
|
|
817
|
Fortem Financial Group
Palm Desert,
California
|
$210K
|
-$12.9K
|
-52
|
-6%
|
|
|
818
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$210K
|
–
|
–
|
–
|
|
|
819
|
Sage Rhino Capital
Menlo Park,
California
|
$210K
|
–
|
–
|
–
|
|
|
820
|
Windsor Capital Management
Phoenix,
Arizona
|
$209K
|
-$35.8K
|
-144
|
-14%
|
|
|
821
|
Tru Independence Asset Management 2
Portland,
Oregon
|
$209K
|
-$6.96K
|
-28
|
-3%
|
|
|
822
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$208K
|
-$1.99K
|
-8
|
-0.9%
|
|
|
823
|
LexAurum Advisors
Overland Park,
Kansas
|
$207K
|
–
|
–
|
–
|
|
|
824
|
Steward Partners Investment Advisory
New York
|
$206K
|
+$28.6K
|
+115
|
+16%
|
|
|
825
|
Belpointe Asset Management
Reno,
Nevada
|
$205K
|
-$12.7K
|
-51
|
-6%
|
|
