|
601
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$321K
|
+$23.7K
|
+226
|
+8%
|
|
|
602
|
True Vision MN
Woodbury,
Minnesota
|
$315K
|
+$108K
|
+1,026
|
+52%
|
|
|
603
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$314K
|
-$41.3K
|
-393
|
-12%
|
|
|
604
|
Everett Harris & Co
Los Angeles,
California
|
$314K
|
–
|
–
|
–
|
|
|
605
|
Heritage Investors Management Corp
Bethesda,
Maryland
|
$314K
|
–
|
–
|
–
|
|
|
606
|
Summit X LLC
Chesterfield,
Missouri
|
$313K
|
-$71.4K
|
-680
|
-19%
|
|
|
607
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$313K
|
–
|
–
|
–
|
|
|
608
|
Exchange Bank
Santa Rosa,
California
|
$311K
|
–
|
–
|
–
|
|
|
609
|
Eley Financial Management
South Burlington,
Vermont
|
$309K
|
-$396K
|
-3,775
|
-56%
|
|
|
610
|
Agate Pass Investment Management
Bainbridge Island,
Washington
|
$309K
|
-$68.7K
|
-654
|
-18%
|
|
|
611
|
Alta Wealth Advisors
Woburn,
Massachusetts
|
$301K
|
+$10.3K
|
+98
|
+4%
|
|
|
612
|
CAP Partners LLC
Franklin,
Tennessee
|
$299K
|
+$525
|
+5
|
+0.2%
|
|
|
613
|
UMB Bank
Kansas City,
Missouri
|
$298K
|
–
|
–
|
–
|
|
|
614
|
Investments & Financial Planning LLC
Lexington,
Kentucky
|
$296K
|
-$57.1K
|
-544
|
-16%
|
|
|
615
|
First Horizon Advisors
Memphis,
Tennessee
|
$295K
|
-$52.7K
|
-502
|
-15%
|
|
|
616
|
Boston Family Office
Boston,
Massachusetts
|
$294K
|
-$9.97K
|
-95
|
-3%
|
|
|
617
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
$291K
|
–
|
–
|
–
|
|
|
618
|
Traveka Wealth
Los Altos,
California
|
$291K
|
–
|
–
|
–
|
|
|
619
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$291K
|
+$291K
|
+2,775
|
New
|
|
|
620
|
Venturi Wealth Management
Austin,
Texas
|
$290K
|
-$58.9K
|
-561
|
-17%
|
|
|
621
|
McLean Asset Management
Tysons,
Virginia
|
$289K
|
-$22K
|
-210
|
-7%
|
|
|
622
|
Intrua Financial
Houston,
Texas
|
$288K
|
+$35.3K
|
+336
|
+14%
|
|
|
623
|
Trust Company
Manhattan,
Kansas
|
$287K
|
+$945
|
+9
|
+0.3%
|
|
|
624
|
Bessemer Group
Woodbridge,
New Jersey
|
$287K
|
-$451K
|
-4,300
|
-61%
|
|
|
625
|
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
|
$287K
|
–
|
–
|
–
|
|
