|
801
|
|
$260K
|
-$18.7K
|
-370
|
-7%
|
|
|
802
|
FinTrust Investment Advisory Services
Greenville,
South Carolina
|
$258K
|
-$12K
|
-238
|
-5%
|
|
|
803
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$256K
|
+$247K
|
+4,875
|
New
|
|
|
804
|
Caprock Group
Boise,
Idaho
|
$254K
|
+$1.92K
|
+38
|
+0.8%
|
|
|
805
|
Avior Wealth Management
Omaha,
Nebraska
|
$254K
|
+$6.17K
|
+122
|
+3%
|
|
|
806
|
Csenge Advisory Group
Clearwater,
Florida
|
$254K
|
+$245K
|
+4,850
|
New
|
|
|
807
|
Lodestar Investment Counsel
Chicago,
Illinois
|
$246K
|
–
|
–
|
–
|
|
|
808
|
Marathon Capital Management
Hunt Valley,
Maryland
|
$244K
|
+$235K
|
+4,654
|
New
|
|
|
809
|
Independent Investors Inc
Nesconset,
New York
|
$243K
|
–
|
–
|
–
|
|
|
810
|
TrueWealth LLC
Atlanta,
Georgia
|
$243K
|
+$234K
|
+4,636
|
New
|
|
|
811
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
$242K
|
–
|
–
|
–
|
|
|
812
|
Guardian Life Insurance
New York
|
$241K
|
+$68.7K
|
+1,358
|
+42%
|
|
|
813
|
Bell & Brown Wealth Advisors
Newport Beach,
California
|
$241K
|
+$232K
|
+4,595
|
New
|
|
|
814
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$239K
|
–
|
–
|
–
|
|
|
815
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$239K
|
+$237K
|
+4,678
|
New
|
|
|
816
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$238K
|
–
|
–
|
–
|
|
|
817
|
Visionary Asset Management
Houston,
Texas
|
$237K
|
-$2.98K
|
-59
|
-1%
|
|
|
818
|
Focused Wealth Management
Newburgh,
New York
|
$236K
|
+$228K
|
+4,500
|
New
|
|
|
819
|
Regal Investment Advisors
Kentwood,
Michigan
|
$235K
|
-$2.83K
|
-56
|
-1%
|
|
|
820
|
Cadinha & Co
Honolulu,
Hawaii
|
$234K
|
–
|
–
|
–
|
|
|
821
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$234K
|
–
|
–
|
–
|
|
|
822
|
Nuveen Fund Advisors
Chicago,
Illinois
|
$232K
|
-$107K
|
-2,107
|
-32%
|
|
|
823
|
Gradient Capital Advisors
San Diego,
California
|
$232K
|
+$224K
|
+4,420
|
New
|
|
|
824
|
Douglass Winthrop Advisors
New York
|
$230K
|
-$53.7K
|
-1,062
|
-19%
|
|
|
825
|
Cedar Hill Associates
Chicago,
Illinois
|
$230K
|
+$5.06K
|
+100
|
+2%
|
|
