|
701
|
Alpha Cubed Investments
Irvine,
California
|
$238K
|
+$270K
|
+1,125
|
New
|
|
|
702
|
Welch & Forbes
Boston,
Massachusetts
|
$236K
|
–
|
–
|
–
|
|
|
703
|
Palo Alto Wealth Advisors
Palo Alto,
California
|
$235K
|
–
|
–
|
–
|
|
|
704
|
Optivise Advisory Services
Franklin,
Tennessee
|
$233K
|
+$265K
|
+1,104
|
New
|
|
|
705
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$233K
|
–
|
–
|
–
|
|
|
706
|
Sequent Asset Management
Houston,
Texas
|
$233K
|
+$16.8K
|
+70
|
+7%
|
|
|
707
|
Dale Q Rice Investment Management
Vancouver,
Washington
|
$231K
|
+$261K
|
+1,090
|
New
|
|
|
708
|
Duncker Streett & Co
St. Louis,
Missouri
|
$229K
|
–
|
–
|
–
|
|
|
709
|
MMA Asset Management
Conshohocken,
Pennsylvania
|
$228K
|
+$258K
|
+1,078
|
New
|
|
|
710
|
Marcum Wealth
Cleveland,
Ohio
|
$226K
|
+$43.1K
|
+180
|
+20%
|
|
|
711
|
Valmark Advisers
Akron,
Ohio
|
$225K
|
+$719
|
+3
|
+0.3%
|
|
|
712
|
Westshore Wealth
Newport Beach,
California
|
$224K
|
–
|
–
|
–
|
|
|
713
|
Avaii Wealth Management
Appleton,
Wisconsin
|
$221K
|
+$251K
|
+1,046
|
New
|
|
|
714
|
Ridgepath Capital Management
Knoxville,
Tennessee
|
$220K
|
–
|
–
|
–
|
|
|
715
|
Leigh Baldwin & Co
Cazenovia,
New York
|
$220K
|
+$249K
|
+1,038
|
New
|
|
|
716
|
Armstrong Advisory Group
Needham,
Massachusetts
|
$218K
|
–
|
–
|
–
|
|
|
717
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$216K
|
-$4.31K
|
-18
|
-2%
|
|
|
718
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$216K
|
-$87.7K
|
-366
|
-26%
|
|
|
719
|
Kanawha Capital Management
Richmond,
Virginia
|
$216K
|
–
|
–
|
–
|
|
|
720
|
Semus Wealth Partners
Boca Raton,
Florida
|
$215K
|
-$96.4K
|
-402
|
-28%
|
|
|
721
|
Harvest Investment Services
Oakbrook Terrace,
Illinois
|
$214K
|
+$243K
|
+1,012
|
New
|
|
|
722
|
Wealthspire Advisors (New York)
New York
|
$213K
|
+$3.36K
|
+14
|
+1%
|
|
|
723
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$213K
|
-$27.6K
|
-115
|
-10%
|
|
|
724
|
M3 Advisory Group
Needham Heights,
Massachusetts
|
$212K
|
+$4.31K
|
+18
|
+2%
|
|
|
725
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$212K
|
+$13.9K
|
+58
|
+6%
|
|
