|
2301
|
R.W. Roge & Company
Bohemia,
New York
|
$231K
|
–
|
–
|
–
|
|
|
2302
|
Accredited Investors
Edina,
Minnesota
|
$231K
|
+$228K
|
+477
|
New
|
|
|
2303
|
Invenio Wealth Partners
Coral Gables,
Florida
|
$231K
|
-$13.9K
|
-29
|
-6%
|
|
|
2304
|
Capital Investment Management
Lees Summit,
Missouri
|
$230K
|
+$228K
|
+476
|
New
|
|
|
2305
|
Members Trust
Tampa,
Florida
|
$230K
|
+$1.44K
|
+3
|
+0.6%
|
|
|
2306
|
Investment Advisory Services
The Woodlands,
Texas
|
$230K
|
-$7.18K
|
-15
|
-3%
|
|
|
2307
|
Autumn Glory Partners
Dallas,
Texas
|
$230K
|
–
|
–
|
–
|
|
|
2308
|
Panoramic Investment Advisors
Denver,
Colorado
|
$229K
|
–
|
–
|
–
|
|
|
2309
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$229K
|
+$12.9K
|
+27
|
+6%
|
|
|
2310
|
Gemmer Asset Management
Walnut Creek,
California
|
$229K
|
+$3.35K
|
+7
|
+2%
|
|
|
2311
|
Terra Nova Asset Management
New York
|
$227K
|
–
|
–
|
–
|
|
|
2312
|
PSI Advisors
Tampa,
Florida
|
$227K
|
–
|
–
|
–
|
|
|
2313
|
Piscataqua Savings Bank
Portsmouth,
New Hampshire
|
$227K
|
–
|
–
|
–
|
|
|
2314
|
Curated Wealth Partners
El Segundo,
California
|
$227K
|
-$15.3K
|
-32
|
-6%
|
|
|
2315
|
FSB Premier Wealth Management
Waterloo,
Iowa
|
$227K
|
-$9.09K
|
-19
|
-4%
|
|
|
2316
|
Clear Trail Advisors
Houston,
Texas
|
$226K
|
+$224K
|
+468
|
New
|
|
|
2317
|
RFP Financial Group
Atlanta,
Georgia
|
$224K
|
-$16.3K
|
-34
|
-7%
|
|
|
2318
|
Coordinated Financial Services
Denver,
Colorado
|
$224K
|
+$14.8K
|
+31
|
+7%
|
|
|
2319
|
Vermillion Wealth Management
Rosemount,
Minnesota
|
$224K
|
+$71.8K
|
+150
|
+48%
|
|
|
2320
|
Dougherty Wealth Advisers
Wayzata,
Minnesota
|
$223K
|
–
|
–
|
–
|
|
|
2321
|
Aberdeen Wealth Management
Lake Bluff,
Illinois
|
$223K
|
–
|
–
|
–
|
|
|
2322
|
|
$223K
|
+$3.83K
|
+8
|
+2%
|
|
|
2323
|
Argent Capital Management
St Louis,
Missouri
|
$222K
|
–
|
–
|
–
|
|
|
2324
|
Prepared Retirement Institute
Lansdale,
Pennsylvania
|
$222K
|
–
|
–
|
–
|
|
|
2325
|
Connecticut Capital Management Group
Milford,
Connecticut
|
$222K
|
+$220K
|
+460
|
New
|
|
