|
1501
|
Whalerock Point Partners
Providence,
Rhode Island
|
$405K
|
–
|
–
|
–
|
|
|
1502
|
Pennsylvania Capital Management
Huntingdon Valley,
Pennsylvania
|
$404K
|
+$390K
|
+3,098
|
New
|
|
|
1503
|
Professional Planning
Thousand Oaks,
California
|
$404K
|
+$390K
|
+3,098
|
New
|
|
|
1504
|
CSat Investment Advisory
Detroit,
Michigan
|
$401K
|
-$11.3K
|
-90
|
-3%
|
|
|
1505
|
WoodTrust Financial
Wisconsin Rapids,
Wisconsin
|
$401K
|
-$4.54K
|
-36
|
-1%
|
|
|
1506
|
|
$401K
|
-$2.65K
|
-21
|
-0.7%
|
|
|
1507
|
Capital Square
Chattanooga,
Tennessee
|
$400K
|
+$1.01K
|
+8
|
+0.3%
|
|
|
1508
|
Fort Point Capital Partners
San Francisco,
California
|
$399K
|
+$15.1K
|
+120
|
+4%
|
|
|
1509
|
Confluence Wealth Management
Portland,
Oregon
|
$398K
|
-$39.1K
|
-310
|
-9%
|
|
|
1510
|
Tidal Investments
Milwaukee,
Wisconsin
|
$396K
|
-$13K
|
-103
|
-3%
|
|
|
1511
|
Landmark Financial Advisors
Bowling Green,
Kentucky
|
$396K
|
-$3.91K
|
-31
|
-1%
|
|
|
1512
|
Single Point Partners
Boston,
Massachusetts
|
$396K
|
–
|
–
|
–
|
|
|
1513
|
Charter Research & Investment Group
Southport,
Connecticut
|
$395K
|
–
|
–
|
–
|
|
|
1514
|
Callahan Advisors
Houston,
Texas
|
$395K
|
+$1.01K
|
+8
|
+0.3%
|
|
|
1515
|
GSB Wealth Management
Guilford,
Connecticut
|
$392K
|
–
|
–
|
–
|
|
|
1516
|
Seven Springs Wealth Group
Brentwood,
Tennessee
|
$390K
|
–
|
–
|
–
|
|
|
1517
|
Dividend Assets Capital
Ridgeland,
South Carolina
|
$387K
|
+$15.8K
|
+125
|
+4%
|
|
|
1518
|
Quad-Cities Investment Group
Davenport,
Iowa
|
$386K
|
+$4.03K
|
+32
|
+1%
|
|
|
1519
|
Minot Wealth Management
Westwood,
Massachusetts
|
$386K
|
+$4.91K
|
+39
|
+1%
|
|
|
1520
|
Cardinal Strategic Wealth Guidance
Louisville,
Kentucky
|
$385K
|
-$46.6K
|
-370
|
-11%
|
|
|
1521
|
Credit Agricole
Montrouge Cedex,
France
|
$385K
|
-$32.5K
|
-258
|
-8%
|
|
|
1522
|
Acima Private Wealth
Richmond,
Virginia
|
$385K
|
–
|
–
|
–
|
|
|
1523
|
PDS Planning
Dublin,
Ohio
|
$383K
|
+$30.7K
|
+244
|
+9%
|
|
|
1524
|
Crossvault Capital Management
San Antonio,
Texas
|
$382K
|
–
|
–
|
–
|
|
|
1525
|
Thomas White International
Chicago,
Illinois
|
$382K
|
–
|
–
|
–
|
|
