|
626
|
TrueWealth LLC
Atlanta,
Georgia
|
$237K
|
–
|
–
|
–
|
|
|
627
|
Whalerock Point Partners
Providence,
Rhode Island
|
$237K
|
–
|
–
|
–
|
|
|
628
|
First Bank & Trust
Brookings,
South Dakota
|
$237K
|
+$2.65K
|
+20
|
+1%
|
|
|
629
|
Clarius Group LLC
Seattle,
Washington
|
$236K
|
+$223K
|
+1,683
|
New
|
|
|
630
|
Regal Wealth Group
Seal Beach,
California
|
$235K
|
+$796
|
+6
|
+0.4%
|
|
|
631
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$234K
|
–
|
–
|
–
|
|
|
632
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$233K
|
–
|
–
|
–
|
|
|
633
|
Bank of Hawaii
Honolulu,
Hawaii
|
$233K
|
+$220K
|
+1,661
|
New
|
|
|
634
|
Bahl & Gaynor
Cincinnati,
Ohio
|
$230K
|
–
|
–
|
–
|
|
|
635
|
Chesapeake Wealth Management
Williamsburg,
Virginia
|
$229K
|
-$92.9K
|
-700
|
-30%
|
|
|
636
|
Linscomb Wealth
Houston,
Texas
|
$227K
|
–
|
–
|
–
|
|
|
637
|
Trek Financial
Scottsdale,
Arizona
|
$227K
|
–
|
–
|
–
|
|
|
638
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$225K
|
+$213K
|
+1,605
|
New
|
|
|
639
|
Parsons Capital Management
Providence,
Rhode Island
|
$224K
|
-$1.73K
|
-13
|
-0.8%
|
|
|
640
|
EP Wealth Advisors
Torrance,
California
|
$223K
|
-$11.5K
|
-87
|
-5%
|
|
|
641
|
Alexandria Capital
Arlington,
Virginia
|
$223K
|
+$211K
|
+1,590
|
New
|
|
|
642
|
GM Advisory Group
Melville,
New York
|
$222K
|
-$4.91K
|
-37
|
-2%
|
|
|
643
|
North Star Investment Management
Chicago,
Illinois
|
$222K
|
–
|
–
|
–
|
|
|
644
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$222K
|
+$210K
|
+1,580
|
New
|
|
|
645
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$221K
|
+$209K
|
+1,572
|
New
|
|
|
646
|
Atria Investments
Charlotte,
North Carolina
|
$218K
|
-$112K
|
-842
|
-33%
|
|
|
647
|
HM Payson & Co
Portland,
Maine
|
$215K
|
+$204K
|
+1,534
|
New
|
|
|
648
|
Monetary Management Group
St Louis,
Missouri
|
$214K
|
–
|
–
|
–
|
|
|
649
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$214K
|
+$202K
|
+1,522
|
New
|
|
|
650
|
CPWM LLC
Seattle,
Washington
|
$213K
|
+$202K
|
+1,520
|
New
|
|
