|
751
|
Koshinski Asset Management
Decatur,
Illinois
|
$255K
|
-$120K
|
-999
|
-33%
|
|
|
752
|
Guerra Pan Advisors
Montclair,
New Jersey
|
$254K
|
–
|
–
|
–
|
|
|
753
|
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
|
$254K
|
+$360
|
+3
|
+0.1%
|
|
|
754
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$251K
|
–
|
–
|
–
|
|
|
755
|
Leavell Investment Management
Mobile,
Alabama
|
$251K
|
+$4.2K
|
+35
|
+2%
|
|
|
756
|
Ironsides Asset Advisors
Rocky Mount,
North Carolina
|
$248K
|
–
|
–
|
–
|
|
|
757
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$244K
|
–
|
–
|
–
|
|
|
758
|
Montag & Associates
Atlanta,
Georgia
|
$242K
|
-$43.8K
|
-365
|
-16%
|
|
|
759
|
Fiduciary Trust
Boston,
Massachusetts
|
$241K
|
+$234K
|
+1,945
|
New
|
|
|
760
|
Clear Investment Research
Alpharetta,
Georgia
|
$241K
|
-$16.1K
|
-134
|
-6%
|
|
|
761
|
Strategic Financial Concepts
San Antonio,
Texas
|
$241K
|
+$233K
|
+1,940
|
New
|
|
|
762
|
Cadence Bank
Tupelo,
Mississippi
|
$239K
|
+$232K
|
+1,930
|
New
|
|
|
763
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$239K
|
+$47.7K
|
+397
|
+26%
|
|
|
764
|
Wolverine Trading
Chicago,
Illinois
|
$238K
|
+$234K
|
+1,948
|
New
|
|
|
765
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$238K
|
+$120
|
+1
|
+0.1%
|
|
|
766
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$237K
|
-$42.4K
|
-353
|
-16%
|
|
|
767
|
Fifth Third Securities
Cincinnati,
Ohio
|
$235K
|
-$6.48K
|
-54
|
-3%
|
|
|
768
|
Prosperity Planning
Kansas City,
Missouri
|
$235K
|
+$227K
|
+1,891
|
New
|
|
|
769
|
Ballentine Partners
Waltham,
Massachusetts
|
$234K
|
+$226K
|
+1,884
|
New
|
|
|
770
|
Donor Advised Charitable Giving
San Francisco,
California
|
$233K
|
–
|
–
|
–
|
|
|
771
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$231K
|
–
|
–
|
–
|
|
|
772
|
Bartlett & Co
Cincinnati,
Ohio
|
$231K
|
–
|
–
|
–
|
|
|
773
|
CWS Financial Advisors
Kalamazoo,
Michigan
|
$231K
|
+$223K
|
+1,860
|
New
|
|
|
774
|
Neuberger Berman Group
New York
|
$228K
|
+$221K
|
+1,838
|
New
|
|
|
775
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$227K
|
-$7.44K
|
-62
|
-3%
|
|
