|
2501
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$695K
|
-$54.8K
|
-98
|
-7%
|
|
|
2502
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$695K
|
-$6.15K
|
-11
|
-0.9%
|
|
|
2503
|
Summit Securities Group
New York
|
$695K
|
-$115K
|
-206
|
-14%
|
|
|
2504
|
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
|
$694K
|
+$14K
|
+25
|
+2%
|
|
|
2505
|
Rede Wealth
Charlottesville,
Virginia
|
$693K
|
+$679K
|
+1,214
|
New
|
|
|
2506
|
Turning Point Benefit Group
Frederick,
Maryland
|
$692K
|
+$3.91K
|
+7
|
+0.6%
|
|
|
2507
|
Clean Yield Group
Norwich,
Vermont
|
$689K
|
–
|
–
|
–
|
|
|
2508
|
City National Bank of Florida
Miami,
Florida
|
$687K
|
+$31.9K
|
+57
|
+5%
|
|
|
2509
|
Van Diest Capital
Poly City,
Iowa
|
$686K
|
+$672K
|
+1,202
|
New
|
|
|
2510
|
Tanaka Capital Management
New York
|
$686K
|
–
|
–
|
–
|
|
|
2511
|
Genesis Financial Group
Paramus,
New Jersey
|
$686K
|
+$671K
|
+1,201
|
New
|
|
|
2512
|
Susquehanna Portfolio Strategies
Bala Cynwyd,
Pennsylvania
|
$685K
|
-$5.76M
|
-10,299
|
-90%
|
|
|
2513
|
Murphy Middleton Hinkle & Parker
Thomasville,
Georgia
|
$684K
|
+$1.09M
|
+1,950
|
New
|
|
|
2514
|
Jackson Hole Capital Partners
Tulsa,
Oklahoma
|
$680K
|
–
|
–
|
–
|
|
|
2515
|
Haven Private
Orlando,
Florida
|
$678K
|
-$40.2K
|
-72
|
-6%
|
|
|
2516
|
Alliance Wealth Advisors (Pennsylvania)
Scranton,
Pennsylvania
|
$678K
|
–
|
–
|
–
|
|
|
2517
|
Trueblood Wealth Management
Lima,
Ohio
|
$677K
|
-$30.2K
|
-54
|
-4%
|
|
|
2518
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$677K
|
+$443K
|
+793
|
+202%
|
|
|
2519
|
Strathmore Capital Advisors
Charlotte,
North Carolina
|
$676K
|
–
|
–
|
–
|
|
|
2520
|
Limestone Investment Advisors
New York
|
$675K
|
-$932K
|
-1,668
|
-59%
|
|
|
2521
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$672K
|
-$39.7K
|
-71
|
-6%
|
|
|
2522
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$671K
|
-$46.4K
|
-83
|
-7%
|
|
|
2523
|
MOR Wealth Management
Philadelphia,
Pennsylvania
|
$670K
|
+$656K
|
+1,173
|
New
|
|
|
2524
|
Lakeshore Capital Group
Rolling Meadows,
Illinois
|
$668K
|
-$14K
|
-25
|
-2%
|
|
|
2525
|
Legacy Capital Group California
Los Gatos,
California
|
$667K
|
-$7.27K
|
-13
|
-1%
|
|
