|
501
|
New England Guild Wealth Advisors
Avon,
Connecticut
|
$245K
|
–
|
–
|
–
|
|
|
502
|
Apexium Financial
Dallas,
Texas
|
$245K
|
+$272K
|
+1,183
|
New
|
|
|
503
|
GGM Wealth Advisors
Baltimore,
Maryland
|
$244K
|
–
|
–
|
–
|
|
|
504
|
Cubic Asset Management
Boston,
Massachusetts
|
$237K
|
–
|
–
|
–
|
|
|
505
|
Plancorp LLC
Saint Louis,
Missouri
|
$237K
|
–
|
–
|
–
|
|
|
506
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$235K
|
–
|
–
|
–
|
|
|
507
|
AHL Investment Management
Winter Park,
Florida
|
$228K
|
–
|
–
|
–
|
|
|
508
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$228K
|
–
|
–
|
–
|
|
|
509
|
MONECO Advisors
Fairfield,
Connecticut
|
$227K
|
+$460
|
+2
|
+0.2%
|
|
|
510
|
Knightsbridge Asset Management
Newport Beach,
California
|
$226K
|
-$134K
|
-581
|
-35%
|
|
|
511
|
Avantax Planning Partners
Dubuque,
Iowa
|
$225K
|
-$1.38K
|
-6
|
-0.5%
|
|
|
512
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$224K
|
-$5.52K
|
-24
|
-2%
|
|
|
513
|
Brickley Wealth Management
San Mateo,
California
|
$223K
|
-$690
|
-3
|
-0.3%
|
|
|
514
|
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
|
$222K
|
–
|
–
|
–
|
|
|
515
|
My Personal CFO LLC
Vancouver,
Washington
|
$221K
|
-$265K
|
-1,153
|
-100%
|
|
|
516
|
BOK Financial Private Wealth
Denver,
Colorado
|
$220K
|
-$55.7K
|
-242
|
-19%
|
|
|
517
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$219K
|
-$11.7K
|
-51
|
-5%
|
|
|
518
|
Addison Advisors
Middlebury,
Vermont
|
$218K
|
-$93.4K
|
-406
|
-28%
|
|
|
519
|
V Wealth Advisors
Overland Park,
Kansas
|
$218K
|
-$57.5K
|
-250
|
-19%
|
|
|
520
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$218K
|
-$230
|
-1
|
-0.1%
|
|
|
521
|
WBH Advisory
Baltimore,
Maryland
|
$217K
|
–
|
–
|
–
|
|
|
522
|
Members Trust
Tampa,
Florida
|
$216K
|
–
|
–
|
–
|
|
|
523
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$214K
|
–
|
–
|
–
|
|
|
524
|
Kestra Private Wealth Services
Austin,
Texas
|
$211K
|
+$2.76K
|
+12
|
+1%
|
|
|
525
|
Sutton Wealth Advisors
Tampa,
Florida
|
$211K
|
-$1.38K
|
-6
|
-0.6%
|
|
