|
826
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$203K
|
–
|
–
|
–
|
|
|
827
|
Westshore Wealth
Newport Beach,
California
|
$202K
|
-$22.5K
|
-132
|
-10%
|
|
|
828
|
Professional Advisory Services
Vero Beach,
Florida
|
$202K
|
–
|
–
|
–
|
|
|
829
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$202K
|
+$210K
|
+1,230
|
New
|
|
|
830
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$200K
|
-$7.85K
|
-46
|
-4%
|
|
|
831
|
Washington Trust
Westerly,
Rhode Island
|
$200K
|
-$2.05K
|
-12
|
-1%
|
|
|
832
|
Thompson Investment Management
Madison,
Wisconsin
|
$197K
|
+$204K
|
+1,198
|
New
|
|
|
833
|
Centaurus Financial
Anaheim,
California
|
$188K
|
+$39.9K
|
+234
|
+26%
|
|
|
834
|
Stephens Consulting
Flint,
Michigan
|
$182K
|
–
|
–
|
–
|
|
|
835
|
Lazard Asset Management
New York
|
$180K
|
–
|
–
|
–
|
|
|
836
|
Central Trust Company
Jefferson City,
Missouri
|
$175K
|
+$853
|
+5
|
+0.5%
|
|
|
837
|
McClarren Financial Advisors
State College,
Pennsylvania
|
$172K
|
+$179K
|
+1,051
|
New
|
|
|
838
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$171K
|
+$512
|
+3
|
+0.3%
|
|
|
839
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$171K
|
–
|
–
|
–
|
|
|
840
|
Rothschild Investment LLC
Chicago,
Illinois
|
$170K
|
–
|
–
|
–
|
|
|
841
|
Red Tortoise LLC
Atlanta,
Georgia
|
$170K
|
+$1.02K
|
+6
|
+0.6%
|
|
|
842
|
EPG Wealth Management
Atlanta,
Georgia
|
$166K
|
-$58.2K
|
-341
|
-25%
|
|
|
843
|
FSC Wealth Advisors
Fishkill,
New York
|
$164K
|
+$41.5K
|
+243
|
+32%
|
|
|
844
|
Manchester Capital Management
Manchester,
Vermont
|
$163K
|
–
|
–
|
–
|
|
|
845
|
City State Bank
Norwalk,
Iowa
|
$154K
|
–
|
–
|
–
|
|
|
846
|
Coppell Advisory Solutions
Coppell,
Texas
|
$152K
|
-$42.7K
|
-250
|
-21%
|
|
|
847
|
Washington Trust Advisors
Wellesley,
Massachusetts
|
$152K
|
–
|
–
|
–
|
|
|
848
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$146K
|
+$171
|
+1
|
+0.1%
|
|
|
849
|
Grand Wealth Management
Grand Rapids,
Michigan
|
$142K
|
-$1.02K
|
-6
|
-0.7%
|
|
|
850
|
Versant Capital Management
Phoenix,
Arizona
|
$141K
|
–
|
–
|
–
|
|
