|
251
|
Old Port Advisors
Portland,
Maine
|
$221K
|
-$12.7K
|
-99
|
-6%
|
|
|
252
|
Avantax Advisory Services
Dallas,
Texas
|
$221K
|
+$1.28K
|
+10
|
+0.6%
|
|
|
253
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$221K
|
+$6.39K
|
+50
|
+3%
|
|
|
254
|
Aspen Investment Management
Grand Rapids,
Michigan
|
$220K
|
–
|
–
|
–
|
|
|
255
|
Ferris Capital
Marlborough,
Massachusetts
|
$220K
|
–
|
–
|
–
|
|
|
256
|
Excalibur Management
Waltham,
Massachusetts
|
$217K
|
–
|
–
|
–
|
|
|
257
|
Granite Investment Advisors
Concord,
New Hampshire
|
$214K
|
-$51.1K
|
-400
|
-19%
|
|
|
258
|
Wealth & Pension Services Group
Atlanta,
Georgia
|
$213K
|
–
|
–
|
–
|
|
|
259
|
Glenview Trust
Louisville,
Kentucky
|
$211K
|
–
|
–
|
–
|
|
|
260
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$211K
|
+$128
|
+1
|
+0.1%
|
|
|
261
|
King Wealth Management Group
Naples,
Florida
|
$207K
|
-$11.8K
|
-92
|
-5%
|
|
|
262
|
Gould Asset Management
Claremont,
California
|
$207K
|
–
|
–
|
–
|
|
|
263
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$207K
|
–
|
–
|
–
|
|
|
264
|
Frontier Investment Management
Dallas,
Texas
|
$200K
|
-$22.1K
|
-173
|
-10%
|
|
|
265
|
RWA Wealth Partners
Newton,
Massachusetts
|
$200K
|
+$198K
|
+1,546
|
New
|
|
|
266
|
Litman Gregory Wealth Management
Larkspur,
California
|
$199K
|
–
|
–
|
–
|
|
|
267
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$174K
|
–
|
–
|
–
|
|
|
268
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$166K
|
–
|
–
|
–
|
|
|
269
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$156K
|
+$154K
|
+1,207
|
New
|
|
|
270
|
Asset Dedication LLC
San Francisco,
California
|
$151K
|
–
|
–
|
–
|
|
|
271
|
Pathstone Family Office
Englewood,
New Jersey
|
$142K
|
+$256
|
+2
|
+0.2%
|
|
|
272
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$136K
|
+$767
|
+6
|
+0.6%
|
|
|
273
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$131K
|
–
|
–
|
–
|
|
|
274
|
Schroder Investment Management Group
London,
United Kingdom
|
$130K
|
+$63.9K
|
+500
|
+100%
|
|
|
275
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$127K
|
+$767
|
+6
|
+0.6%
|
|
