|
626
|
Fort Point Capital Partners
San Francisco,
California
|
$240K
|
–
|
–
|
–
|
|
|
627
|
First National Trust
Hermitage,
Pennsylvania
|
$240K
|
+$270K
|
+2,312
|
New
|
|
|
628
|
Clearstead Advisors
Cleveland,
Ohio
|
$235K
|
+$166K
|
+1,416
|
+168%
|
|
|
629
|
|
$234K
|
–
|
–
|
–
|
|
|
630
|
Freedom Investment Management
Hartford,
Connecticut
|
$234K
|
-$4.56K
|
-39
|
-2%
|
|
|
631
|
Clearview Wealth Advisors
Salem,
Oregon
|
$233K
|
+$1.29K
|
+11
|
+0.5%
|
|
|
632
|
Girard Partners
King Of Prussia,
Pennsylvania
|
$233K
|
+$262K
|
+2,244
|
New
|
|
|
633
|
|
$232K
|
–
|
–
|
–
|
|
|
634
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$232K
|
+$468
|
+4
|
+0.2%
|
|
|
635
|
Donoghue Forlines
Boston,
Massachusetts
|
$232K
|
+$11.9K
|
+102
|
+5%
|
|
|
636
|
Asset Dedication LLC
San Francisco,
California
|
$229K
|
–
|
–
|
–
|
|
|
637
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$228K
|
–
|
–
|
–
|
|
|
638
|
Marco Investment Management
Atlanta,
Georgia
|
$228K
|
–
|
–
|
–
|
|
|
639
|
Crestone Asset Management
Boulder,
Colorado
|
$227K
|
–
|
–
|
–
|
|
|
640
|
Davidson Trust Company
Seattle,
Washington
|
$225K
|
+$3.74K
|
+32
|
+2%
|
|
|
641
|
LexAurum Advisors
Overland Park,
Kansas
|
$224K
|
–
|
–
|
–
|
|
|
642
|
GW & Wade
Wellesley,
Massachusetts
|
$224K
|
+$24.6K
|
+210
|
+11%
|
|
|
643
|
Independence Bank of Kentucky
Owensboro,
Kentucky
|
$223K
|
+$41.5K
|
+355
|
+20%
|
|
|
644
|
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
|
$221K
|
-$8.42K
|
-72
|
-3%
|
|
|
645
|
Wealth Management Solutions
Exton,
Pennsylvania
|
$220K
|
+$117
|
+1
|
+0%
|
|
|
646
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$219K
|
–
|
–
|
–
|
|
|
647
|
Clear Investment Research
Alpharetta,
Georgia
|
$219K
|
+$3.63K
|
+31
|
+1%
|
|
|
648
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$219K
|
-$44.8K
|
-383
|
-15%
|
|
|
649
|
Guerra Pan Advisors
Montclair,
New Jersey
|
$217K
|
–
|
–
|
–
|
|
|
650
|
Integrity Financial
Cheyenne,
Wyoming
|
$216K
|
+$29.8K
|
+255
|
+14%
|
|
