|
1801
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$259K
|
+$259K
|
+8,177
|
New
|
|
|
1802
|
Crews Bank & Trust
Wauchula,
Florida
|
$259K
|
-$9.68K
|
-305
|
-4%
|
|
|
1803
|
YANKCOM Partnership
Yankton,
South Dakota
|
$258K
|
–
|
–
|
–
|
|
|
1804
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$258K
|
+$1.87K
|
+59
|
+0.7%
|
|
|
1805
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$257K
|
+$257K
|
+8,103
|
New
|
|
|
1806
|
Westmount Partners
Los Angeles,
California
|
$256K
|
+$256K
|
+8,084
|
New
|
|
|
1807
|
HMV Wealth Advisors
Shreveport,
Louisiana
|
$256K
|
–
|
–
|
–
|
|
|
1808
|
Well Done LLC
Holland,
Michigan
|
$256K
|
-$29.6K
|
-933
|
-10%
|
|
|
1809
|
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
|
$255K
|
–
|
–
|
–
|
|
|
1810
|
Blue Sky Capital Consultants Group
Poway,
California
|
$255K
|
-$15.9K
|
-500
|
-6%
|
|
|
1811
|
Falcon Wealth Planning
Ontario,
California
|
$255K
|
+$14.7K
|
+462
|
+6%
|
|
|
1812
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$255K
|
+$2K
|
+63
|
+0.8%
|
|
|
1813
|
Midwest Capital Advisors
Grand Rapids,
Michigan
|
$254K
|
–
|
–
|
–
|
|
|
1814
|
Silver Oak Wealth Advisors Services
Los Angeles,
California
|
$252K
|
–
|
–
|
–
|
|
|
1815
|
PGIM Custom Harvest
Newark,
New Jersey
|
$251K
|
+$251K
|
+7,926
|
New
|
|
|
1816
|
WealthCollab
Bellevue,
Washington
|
$251K
|
+$286
|
+9
|
+0.1%
|
|
|
1817
|
Cape Ann Savings Bank
Glocuster,
Massachusetts
|
$251K
|
–
|
–
|
–
|
|
|
1818
|
New Hampshire Trust
Concord,
New Hampshire
|
$250K
|
+$37.8K
|
+1,193
|
+18%
|
|
|
1819
|
Osprey Private Wealth
New York
|
$250K
|
–
|
–
|
–
|
|
|
1820
|
Barclays
London,
United Kingdom
|
$249K
|
+$186K
|
+5,868
|
+293%
|
|
|
1821
|
Peak Financial Management
Wellesley,
Massachusetts
|
$247K
|
–
|
–
|
–
|
|
|
1822
|
Pacific Point Advisors
Rancho Santa Fe,
California
|
$246K
|
-$476
|
-15
|
-0.2%
|
|
|
1823
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$245K
|
–
|
–
|
–
|
|
|
1824
|
Heritage Investors Management Corp
Bethesda,
Maryland
|
$245K
|
-$19.2K
|
-605
|
-7%
|
|
|
1825
|
Guerra Pan Advisors
Montclair,
New Jersey
|
$244K
|
–
|
–
|
–
|
|
