|
301
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$5.89M
|
-$204K
|
-1,618
|
-3%
|
|
|
302
|
TRUADVICE
Sarasota,
Florida
|
$5.82M
|
+$5.91M
|
+46,994
|
+2,144%
|
|
|
303
|
Pictet Asset Management (Switzerland)
Geneva 73,
Switzerland
|
$5.76M
|
+$2.69M
|
+21,395
|
+86%
|
|
|
304
|
DOHJ LLC
Seattle,
Washington
|
$5.76M
|
+$1.2M
|
+9,552
|
+26%
|
|
|
305
|
Koshinski Asset Management
Decatur,
Illinois
|
$5.76M
|
+$905K
|
+7,194
|
+18%
|
|
|
306
|
Geneva Partners
Lake Geneva,
Wisconsin
|
$5.71M
|
+$7.04K
|
+56
|
+0.1%
|
|
|
307
|
Anson Capital
Tyrone,
Georgia
|
$5.71M
|
+$1.34M
|
+10,656
|
+30%
|
|
|
308
|
PAX Financial Group
San Antonio,
Texas
|
$5.68M
|
-$4.24M
|
-33,704
|
-43%
|
|
|
309
|
Forbes Financial Planning
East Greenwich,
Rhode Island
|
$5.66M
|
+$1.1M
|
+8,720
|
+24%
|
|
|
310
|
Regal Wealth Group
Seal Beach,
California
|
$5.64M
|
-$328K
|
-2,609
|
-5%
|
|
|
311
|
Penobscot Investment Management
Boston,
Massachusetts
|
$5.63M
|
-$135K
|
-1,076
|
-2%
|
|
|
312
|
Safeguard Investment Advisory Group
Corona,
California
|
$5.62M
|
-$966K
|
-7,678
|
-15%
|
|
|
313
|
Blue Fin Capital
Warren,
Rhode Island
|
$5.56M
|
+$543K
|
+4,315
|
+11%
|
|
|
314
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$5.52M
|
-$417K
|
-3,316
|
-7%
|
|
|
315
|
Financial Advocates Investment Management
Olympia,
Washington
|
$5.45M
|
+$605K
|
+4,808
|
+12%
|
|
|
316
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$5.45M
|
-$1.48M
|
-11,761
|
-21%
|
|
|
317
|
Stokes Family Office
New Orleans,
Louisiana
|
$5.44M
|
-$4.88M
|
-38,767
|
-47%
|
|
|
318
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$5.35M
|
+$1.64M
|
+13,016
|
+43%
|
|
|
319
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$5.29M
|
+$746K
|
+5,927
|
+16%
|
|
|
320
|
Royal Fund Management
Lady Lake,
Florida
|
$5.27M
|
+$5.32M
|
+42,330
|
New
|
|
|
321
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$5.25M
|
+$694K
|
+5,515
|
+15%
|
|
|
322
|
Apeiron RIA
Dallas,
Texas
|
$5.25M
|
+$644K
|
+5,121
|
+13%
|
|
|
323
|
Surience Private Wealth
Yakima,
Washington
|
$5.22M
|
-$2.3M
|
-18,260
|
-30%
|
|
|
324
|
LaFleur & Godfrey
Grand Rapids,
Michigan
|
$5.22M
|
–
|
–
|
–
|
|
|
325
|
Moulton Wealth Management
Spokane,
Washington
|
$5.18M
|
-$165K
|
-1,314
|
-3%
|
|
