|
801
|
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
|
$236K
|
+$216K
|
+4,576
|
New
|
|
|
802
|
Evercore Wealth Management
New York
|
$236K
|
+$216K
|
+4,584
|
New
|
|
|
803
|
KeyBank National Association
Cleveland,
Ohio
|
$235K
|
-$29.6K
|
-627
|
-12%
|
|
|
804
|
Tidal Investments
Milwaukee,
Wisconsin
|
$233K
|
-$267K
|
-5,664
|
-56%
|
|
|
805
|
Matrix Private Capital Group
New York
|
$233K
|
+$213K
|
+4,517
|
New
|
|
|
806
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$231K
|
+$211K
|
+4,473
|
New
|
|
|
807
|
Cullinan Associates
Louisville,
Kentucky
|
$231K
|
+$212K
|
+4,490
|
New
|
|
|
808
|
First Mercantile Trust
Cordova,
Tennessee
|
$229K
|
+$42.4K
|
+900
|
+25%
|
|
|
809
|
Campbell & Co Investment Adviser
Baltimore,
Maryland
|
$229K
|
+$209K
|
+4,442
|
New
|
|
|
810
|
Means Investment Company
Bangor,
Maine
|
$228K
|
+$9.2K
|
+195
|
+4%
|
|
|
811
|
|
$227K
|
+$207K
|
+4,400
|
New
|
|
|
812
|
F3Logic
Burnsville,
Minnesota
|
$227K
|
+$208K
|
+4,410
|
New
|
|
|
813
|
Patten & Patten
Chattanooga,
Tennessee
|
$226K
|
+$207K
|
+4,394
|
New
|
|
|
814
|
Welch Group
Birmingham,
Alabama
|
$225K
|
–
|
–
|
–
|
|
|
815
|
Inspire Investing
Meridian,
Idaho
|
$224K
|
-$1.3M
|
-27,654
|
-86%
|
|
|
816
|
RWA Wealth Partners
Newton,
Massachusetts
|
$224K
|
-$158K
|
-3,350
|
-43%
|
|
|
817
|
Formidable Asset Management
Cincinnati,
Ohio
|
$224K
|
+$205K
|
+4,352
|
New
|
|
|
818
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$220K
|
+$202K
|
+4,275
|
New
|
|
|
819
|
Centaurus Financial
Anaheim,
California
|
$218K
|
+$200K
|
+4,241
|
New
|
|
|
820
|
Private Capital Group
West Hartford,
Connecticut
|
$213K
|
+$2.22K
|
+47
|
+1%
|
|
|
821
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$212K
|
-$38.7K
|
-821
|
-17%
|
|
|
822
|
Legacy Wealth Planning
Reno,
Nevada
|
$211K
|
+$193K
|
+4,100
|
New
|
|
|
823
|
Menard Financial Group
Houston,
Texas
|
$209K
|
+$191K
|
+4,047
|
New
|
|
|
824
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$208K
|
-$5.38K
|
-114
|
-3%
|
|
|
825
|
Palisade Capital Management
Fort Lee,
New Jersey
|
$206K
|
-$70.7K
|
-1,500
|
-27%
|
|
