|
1226
|
Heritage Oak Wealth Advisors
Santa Rosa Beach,
Florida
|
$313K
|
–
|
–
|
–
|
|
|
1227
|
Idaho Trust Bank
Boise,
Idaho
|
$311K
|
+$14.6K
|
+137
|
+5%
|
|
|
1228
|
Verum Partners
Charlotte,
North Carolina
|
$311K
|
-$30.4K
|
-286
|
-9%
|
|
|
1229
|
Sachetta
Lynnfield,
Massachusetts
|
$309K
|
–
|
–
|
–
|
|
|
1230
|
LeConte Wealth Management
Maryville,
Tennessee
|
$308K
|
+$311K
|
+2,925
|
New
|
|
|
1231
|
Innova Wealth Partners
Newtown,
Pennsylvania
|
$308K
|
-$8.51K
|
-80
|
-3%
|
|
|
1232
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$307K
|
–
|
–
|
–
|
|
|
1233
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$306K
|
+$1.81K
|
+17
|
+0.6%
|
|
|
1234
|
FreeGulliver LLC
New Orleans,
Louisiana
|
$306K
|
–
|
–
|
–
|
|
|
1235
|
Patten & Patten
Chattanooga,
Tennessee
|
$305K
|
-$165K
|
-1,550
|
-35%
|
|
|
1236
|
Mason & Associates (Virginia)
Newport News,
Virginia
|
$304K
|
+$1.06K
|
+10
|
+0.3%
|
|
|
1237
|
Riverbend Wealth Management
Myrtle Beach,
South Carolina
|
$304K
|
+$10.1K
|
+95
|
+3%
|
|
|
1238
|
|
$303K
|
–
|
–
|
–
|
|
|
1239
|
PKS Advisory Services
Albany,
New York
|
$302K
|
+$12.4K
|
+117
|
+4%
|
|
|
1240
|
Evensky & Katz
Coral Gables,
Florida
|
$302K
|
+$1.59K
|
+15
|
+0.5%
|
|
|
1241
|
Unified Investment Management
Atlanta,
Georgia
|
$301K
|
–
|
–
|
–
|
|
|
1242
|
Grimes & Company
Westborough,
Massachusetts
|
$299K
|
-$1.11M
|
-10,436
|
-79%
|
|
|
1243
|
KFG Wealth Management
Granger,
Indiana
|
$298K
|
+$43.3K
|
+407
|
+17%
|
|
|
1244
|
Addison Capital
Conshohocken,
Pennsylvania
|
$297K
|
+$299K
|
+2,816
|
New
|
|
|
1245
|
Kovack Advisors
Ft. Lauderdale,
Florida
|
$296K
|
+$299K
|
+2,808
|
New
|
|
|
1246
|
Warren Street Wealth Advisors
Newport Beach,
California
|
$296K
|
+$48.7K
|
+458
|
+20%
|
|
|
1247
|
Watts Gwilliam & Co
Gilbert,
Arizona
|
$294K
|
-$100K
|
-943
|
-25%
|
|
|
1248
|
Parsons Capital Management
Providence,
Rhode Island
|
$292K
|
–
|
–
|
–
|
|
|
1249
|
Kickstand Ventures
Pittsford,
New York
|
$292K
|
+$49.2K
|
+463
|
+20%
|
|
|
1250
|
StrongBox Wealth
Lee's Summit,
Missouri
|
$291K
|
–
|
–
|
–
|
|
