|
651
|
Elevated Capital Advisors
Sandy,
Utah
|
$250K
|
-$124K
|
-2,165
|
-35%
|
|
|
652
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$249K
|
+$6.3K
|
+110
|
+3%
|
|
|
653
|
Sonata Capital Group
Seattle,
Washington
|
$247K
|
–
|
–
|
–
|
|
|
654
|
M&R Capital Management
Summit,
New Jersey
|
$247K
|
+$33.2K
|
+580
|
+17%
|
|
|
655
|
Arcadia Wealth Management (New Hampshire)
Manchester,
New Hampshire
|
$247K
|
+$19.2K
|
+336
|
+9%
|
|
|
656
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$246K
|
+$229K
|
+4,003
|
New
|
|
|
657
|
SignatureFD
Atlanta,
Georgia
|
$245K
|
-$5.44K
|
-95
|
-2%
|
|
|
658
|
Retirement Solution
Redmond,
Washington
|
$244K
|
+$687
|
+12
|
+0.3%
|
|
|
659
|
Madden Advisory Services
Jacksonville,
Florida
|
$243K
|
–
|
–
|
–
|
|
|
660
|
Droms Strauss Advisors
St. Louis,
Missouri
|
$240K
|
–
|
–
|
–
|
|
|
661
|
TrinityPoint Wealth
Milford,
Connecticut
|
$240K
|
+$4.64K
|
+81
|
+2%
|
|
|
662
|
Creative Financial Designs
Kokomo,
Indiana
|
$239K
|
-$8.76K
|
-153
|
-4%
|
|
|
663
|
Client 1st Advisory Group
Dunedin,
Florida
|
$239K
|
–
|
–
|
–
|
|
|
664
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$238K
|
-$106K
|
-1,848
|
-32%
|
|
|
665
|
Snider Financial Group
Bellevue,
Washington
|
$236K
|
+$222K
|
+3,869
|
New
|
|
|
666
|
Raymond James Trust
St. Petersburg,
Florida
|
$234K
|
-$229
|
-4
|
-0.1%
|
|
|
667
|
IMPACTfolio
Denver,
Colorado
|
$232K
|
+$218K
|
+3,800
|
New
|
|
|
668
|
Keeley-Teton Advisors
Chicago,
Illinois
|
$229K
|
–
|
–
|
–
|
|
|
669
|
Headlands Technologies
Chicago,
Illinois
|
$229K
|
+$215K
|
+3,748
|
New
|
|
|
670
|
DOHJ LLC
Seattle,
Washington
|
$229K
|
-$6.07K
|
-106
|
-3%
|
|
|
671
|
First National Corp
Rockland,
Massachusetts
|
$224K
|
–
|
–
|
–
|
|
|
672
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$223K
|
-$3.78K
|
-66
|
-2%
|
|
|
673
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$220K
|
+$118K
|
+2,054
|
+132%
|
|
|
674
|
Procyon Advisors
Shelton,
Connecticut
|
$220K
|
+$206K
|
+3,602
|
New
|
|
|
675
|
Pathstone Family Office
Englewood,
New Jersey
|
$213K
|
+$200K
|
+3,497
|
New
|
|
