|
701
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$235K
|
–
|
–
|
–
|
|
|
702
|
EPG Wealth Management
Atlanta,
Georgia
|
$235K
|
-$235K
|
-1,538
|
Closed
|
|
|
703
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$235K
|
–
|
–
|
–
|
|
|
704
|
Raffa Wealth Management
Washington,
District of Columbia
|
$235K
|
+$1.07K
|
+7
|
+0.5%
|
|
|
705
|
Foresight Capital Management Advisors
Saline,
Michigan
|
$233K
|
+$234K
|
+1,528
|
New
|
|
|
706
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$231K
|
–
|
–
|
–
|
|
|
707
|
Farther Finance Advisors
San Francisco,
California
|
$229K
|
+$1.68K
|
+11
|
+0.7%
|
|
|
708
|
Union Savings Bank
Litchfield,
Connecticut
|
$229K
|
–
|
–
|
–
|
|
|
709
|
Cambridge Financial Group (Arizona)
Tucson,
Arizona
|
$229K
|
–
|
–
|
–
|
|
|
710
|
Bayesian Capital Management
Brooklyn,
New York
|
$228K
|
-$245K
|
-1,600
|
-52%
|
|
|
711
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$226K
|
-$167K
|
-1,092
|
-42%
|
|
|
712
|
Valmark Advisers
Akron,
Ohio
|
$224K
|
+$1.53K
|
+10
|
+0.7%
|
|
|
713
|
Cornell Pochily Investment Advisors
Ithaca,
New York
|
$224K
|
+$225K
|
+1,474
|
New
|
|
|
714
|
FourThought Financial Partners
Venice,
Florida
|
$224K
|
-$46.8K
|
-306
|
-17%
|
|
|
715
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$223K
|
-$38.5K
|
-252
|
-15%
|
|
|
716
|
Cascade Financial Partners
San Diego,
California
|
$223K
|
–
|
–
|
–
|
|
|
717
|
Members Wealth
Media,
Pennsylvania
|
$222K
|
+$208K
|
+1,357
|
New
|
|
|
718
|
|
$222K
|
–
|
–
|
–
|
|
|
719
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$220K
|
+$12.8K
|
+84
|
+6%
|
|
|
720
|
Keystone Wealth Services
Palm Desert,
California
|
$220K
|
–
|
–
|
–
|
|
|
721
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$219K
|
–
|
–
|
–
|
|
|
722
|
Twin Tree Management
Dallas,
Texas
|
$219K
|
+$219K
|
+1,435
|
New
|
|
|
723
|
Lindbrook Capital
Calabasas,
California
|
$218K
|
-$11.5K
|
-75
|
-5%
|
|
|
724
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$215K
|
-$26K
|
-170
|
-11%
|
|
|
725
|
Annandale Capital
Dallas,
Texas
|
$214K
|
–
|
–
|
–
|
|
