|
601
|
Roundview Capital
Princeton,
New Jersey
|
$260K
|
–
|
–
|
–
|
|
|
602
|
Omega Financial Group
Santa Barbara,
California
|
$255K
|
-$44.8K
|
-2,804
|
-14%
|
|
|
603
|
Permanens Capital
New York
|
$255K
|
–
|
–
|
–
|
|
|
604
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$254K
|
-$2.56K
|
-160
|
-0.9%
|
|
|
605
|
BLB&B Advisors
Montgomeryville,
Pennsylvania
|
$253K
|
+$92.4K
|
+5,780
|
+49%
|
|
|
606
|
Lido Advisors
Los Angeles,
California
|
$252K
|
–
|
–
|
–
|
|
|
607
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$250K
|
-$311K
|
-19,456
|
-55%
|
|
|
608
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$250K
|
-$77.6K
|
-4,856
|
-22%
|
|
|
609
|
AHL Investment Management
Winter Park,
Florida
|
$248K
|
–
|
–
|
–
|
|
|
610
|
Lantz Financial
Naperville,
Illinois
|
$248K
|
–
|
–
|
–
|
|
|
611
|
Sunburst Financial Group
Vestavia Hills,
Alabama
|
$248K
|
+$273K
|
+17,096
|
New
|
|
|
612
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$247K
|
+$384
|
+24
|
+0.1%
|
|
|
613
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$245K
|
-$74.8K
|
-4,676
|
-22%
|
|
|
614
|
SteelPeak Wealth
Woodland Hills,
California
|
$244K
|
+$2.62K
|
+164
|
+1%
|
|
|
615
|
Albion Financial Group
Salt Lake City,
Utah
|
$243K
|
-$4.16K
|
-260
|
-2%
|
|
|
616
|
Geometric Wealth Advisors
Washington,
District of Columbia
|
$242K
|
–
|
–
|
–
|
|
|
617
|
Clear Perspectives Financial Planning
Cincinnati,
Ohio
|
$240K
|
-$561K
|
-35,124
|
-68%
|
|
|
618
|
Appleton Partners
Boston,
Massachusetts
|
$240K
|
-$108K
|
-6,748
|
-29%
|
|
|
619
|
Hudock Inc
Williamsport,
Pennsylvania
|
$240K
|
+$128
|
+8
|
+0%
|
|
|
620
|
ACG Wealth
Atlanta,
Georgia
|
$239K
|
–
|
–
|
–
|
|
|
621
|
Ascension Capital Advisors
Houston,
Texas
|
$239K
|
+$512
|
+32
|
+0.2%
|
|
|
622
|
Coastwise Capital Group
La Jolla,
California
|
$238K
|
+$14.3K
|
+896
|
+6%
|
|
|
623
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$236K
|
–
|
–
|
–
|
|
|
624
|
Portfolio Solutions
Royal Oak,
Michigan
|
$236K
|
+$320
|
+20
|
+0.1%
|
|
|
625
|
Finer Wealth Management
Salem,
Massachusetts
|
$235K
|
+$1.41K
|
+88
|
+0.5%
|
|
