|
1026
|
Fairhaven Wealth Management
Oak Brook,
Illinois
|
$230K
|
–
|
–
|
–
|
|
|
1027
|
Belpointe Asset Management
Reno,
Nevada
|
$229K
|
-$53.1K
|
-747
|
-20%
|
|
|
1028
|
Royal Harbor Partners
Houston,
Texas
|
$229K
|
–
|
–
|
–
|
|
|
1029
|
First Bank & Trust
Brookings,
South Dakota
|
$229K
|
–
|
–
|
–
|
|
|
1030
|
Personal CFO Solutions
Chester,
New Jersey
|
$228K
|
-$66.1K
|
-930
|
-24%
|
|
|
1031
|
TCTC Holdings
Dallas,
Texas
|
$228K
|
–
|
–
|
–
|
|
|
1032
|
RFG Advisory
Birmingham,
Alabama
|
$227K
|
-$15K
|
-211
|
-7%
|
|
|
1033
|
TAGStone Capital
Charlotte,
North Carolina
|
$227K
|
–
|
–
|
–
|
|
|
1034
|
Fernwood Investment Management
Quincy,
Massachusetts
|
$227K
|
–
|
–
|
–
|
|
|
1035
|
Good Life Advisors
Reading,
Pennsylvania
|
$224K
|
+$205K
|
+2,884
|
New
|
|
|
1036
|
King Wealth Management Group
Naples,
Florida
|
$224K
|
+$205K
|
+2,885
|
New
|
|
|
1037
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$223K
|
+$204K
|
+2,870
|
New
|
|
|
1038
|
Olistico Wealth
Tulsa,
Oklahoma
|
$222K
|
+$203K
|
+2,858
|
New
|
|
|
1039
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$221K
|
+$202K
|
+2,838
|
New
|
|
|
1040
|
GW&K Investment Management
Boston,
Massachusetts
|
$220K
|
–
|
–
|
–
|
|
|
1041
|
Davis Investment Partners
Charlotte,
North Carolina
|
$218K
|
+$204K
|
+2,868
|
New
|
|
|
1042
|
American Money Management
Rancho Santa Fe,
California
|
$218K
|
+$199K
|
+2,800
|
New
|
|
|
1043
|
Perkins Coie Trust Company
Seattle,
Washington
|
$218K
|
–
|
–
|
–
|
|
|
1044
|
Alpha Cubed Investments
Irvine,
California
|
$217K
|
+$199K
|
+2,797
|
New
|
|
|
1045
|
Horizons Wealth Management
Asheville,
North Carolina
|
$217K
|
–
|
–
|
–
|
|
|
1046
|
Scotia Capital
Toronto,
Ontario, Canada
|
$215K
|
+$197K
|
+2,768
|
New
|
|
|
1047
|
Russell Investments Group
London,
United Kingdom
|
$215K
|
-$11.4K
|
-161
|
-6%
|
|
|
1048
|
Marion Wealth Management
Monroeville,
Pennsylvania
|
$214K
|
+$195K
|
+2,750
|
New
|
|
|
1049
|
The Wealth Group
Eden Prairie,
Minnesota
|
$213K
|
+$196K
|
+2,753
|
New
|
|
|
1050
|
Madden Advisory Services
Jacksonville,
Florida
|
$213K
|
+$194K
|
+2,735
|
New
|
|
