|
801
|
Appleton Partners
Boston,
Massachusetts
|
$243K
|
–
|
–
|
–
|
|
|
802
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$243K
|
+$250K
|
+7,840
|
New
|
|
|
803
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$242K
|
–
|
–
|
–
|
|
|
804
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$240K
|
-$846K
|
-26,580
|
-77%
|
|
|
805
|
Heirloom Wealth Management
Greenwood Village,
Colorado
|
$240K
|
–
|
–
|
–
|
|
|
806
|
Stephens Inc
Little Rock,
Arkansas
|
$238K
|
+$96
|
+3
|
+0%
|
|
|
807
|
|
$238K
|
–
|
–
|
–
|
|
|
808
|
Moors & Cabot
Boston,
Massachusetts
|
$236K
|
+$32
|
+1
|
+0%
|
|
|
809
|
Sun Financial
Midvale,
Utah
|
$236K
|
-$2.55K
|
-80
|
-1%
|
|
|
810
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
$234K
|
+$3.69K
|
+116
|
+2%
|
|
|
811
|
|
$233K
|
-$128K
|
-4,017
|
-35%
|
|
|
812
|
Osprey Private Wealth
New York
|
$232K
|
–
|
–
|
–
|
|
|
813
|
Financial Management Network
Mission Viejo,
California
|
$231K
|
+$573
|
+18
|
+0.3%
|
|
|
814
|
Lodestone Wealth Management
Spokane,
Washington
|
$231K
|
+$96.3K
|
+3,026
|
+68%
|
|
|
815
|
Charles Schwab Trust
Henderson,
Nevada
|
$230K
|
–
|
–
|
–
|
|
|
816
|
KeyBank National Association
Cleveland,
Ohio
|
$230K
|
+$5.09K
|
+160
|
+2%
|
|
|
817
|
Forum Financial Management
Lombard,
Illinois
|
$229K
|
+$478
|
+15
|
+0.2%
|
|
|
818
|
Act Wealth Management
Plano,
Texas
|
$228K
|
+$235K
|
+7,365
|
New
|
|
|
819
|
Peterson Wealth Management
Sparks,
Nevada
|
$227K
|
+$573
|
+18
|
+0.2%
|
|
|
820
|
Evercore Wealth Management
New York
|
$227K
|
–
|
–
|
–
|
|
|
821
|
Human Investing
Lake Oswego,
Oregon
|
$223K
|
+$10.2K
|
+320
|
+5%
|
|
|
822
|
Marietta Investment Partners
Milwaukee,
Wisconsin
|
$223K
|
-$23K
|
-722
|
-9%
|
|
|
823
|
Patton Albertson Miller Group
Chattanooga,
Tennessee
|
$222K
|
-$24.5K
|
-771
|
-10%
|
|
|
824
|
Aull & Monroe Investment Management
Mobile,
Alabama
|
$222K
|
+$3.5K
|
+110
|
+2%
|
|
|
825
|
Financial Designs
Claremont,
California
|
$220K
|
+$227K
|
+7,116
|
New
|
|
