|
801
|
Lockerman Financial Group
Newport Beach,
California
|
$719K
|
-$1.48K
|
-3
|
-0.2%
|
|
|
802
|
Challenger Wealth Management
Aliso Viejo,
California
|
$716K
|
+$32.9K
|
+67
|
+5%
|
|
|
803
|
Kennebec Savings Bank
Augusta,
Maine
|
$712K
|
+$48.7K
|
+99
|
+7%
|
|
|
804
|
Journey Strategic Wealth
Summit,
New Jersey
|
$709K
|
+$453K
|
+921
|
+185%
|
|
|
805
|
DSG Capital Advisors
Edina,
Minnesota
|
$707K
|
–
|
–
|
–
|
|
|
806
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$705K
|
–
|
–
|
–
|
|
|
807
|
Bank of Stockton
Stockton,
California
|
$705K
|
–
|
–
|
–
|
|
|
808
|
Fort Point Capital Partners
San Francisco,
California
|
$703K
|
-$15.7K
|
-32
|
-2%
|
|
|
809
|
ETF Portfolio Partners
Leawood,
Kansas
|
$702K
|
–
|
–
|
–
|
|
|
810
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$700K
|
+$163K
|
+331
|
+31%
|
|
|
811
|
Continuum Advisory
Eagle,
Idaho
|
$698K
|
-$13.3K
|
-27
|
-2%
|
|
|
812
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$698K
|
-$66.9K
|
-136
|
-9%
|
|
|
813
|
Koshinski Asset Management
Decatur,
Illinois
|
$697K
|
+$255K
|
+518
|
+59%
|
|
|
814
|
Brown Brothers Harriman & Co
New York
|
$697K
|
+$148K
|
+301
|
+28%
|
|
|
815
|
Personal CFO Solutions
Chester,
New Jersey
|
$687K
|
+$4.42K
|
+9
|
+0.7%
|
|
|
816
|
CWA Asset Management Group
Naples,
Florida
|
$680K
|
+$37.4K
|
+76
|
+6%
|
|
|
817
|
First Foundation Advisors
Irvine,
California
|
$680K
|
-$176K
|
-358
|
-21%
|
|
|
818
|
Chesley Taft & Associates
Chicago,
Illinois
|
$678K
|
-$1.26M
|
-2,564
|
-65%
|
|
|
819
|
Intellectus Partners
San Francisco,
California
|
$675K
|
-$725K
|
-1,475
|
-52%
|
|
|
820
|
Prudent Man Advisors
Naperville,
Illinois
|
$669K
|
+$148K
|
+301
|
+29%
|
|
|
821
|
Cigna Investments
Bloomfield,
Connecticut
|
$669K
|
-$18.7K
|
-38
|
-3%
|
|
|
822
|
FullCircle Wealth
Dallas,
Texas
|
$668K
|
+$7.87K
|
+16
|
+1%
|
|
|
823
|
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
|
$667K
|
+$604K
|
+1,228
|
+1,158%
|
|
|
824
|
Chelsea Counsel Company
Los Angeles,
California
|
$665K
|
-$27.5K
|
-56
|
-4%
|
|
|
825
|
Salvus Wealth Management
Red Bank,
New Jersey
|
$664K
|
-$9.83K
|
-20
|
-1%
|
|
