|
2501
|
Umpqua Bank
Lake Oswego,
Oregon
|
$293K
|
+$12.3K
|
+186
|
+4%
|
|
|
2502
|
Centric Wealth Management
Chicago,
Illinois
|
$293K
|
–
|
–
|
–
|
|
|
2503
|
Steelhead Wealth Management
Glen Allen,
Virginia
|
$292K
|
+$301K
|
+4,568
|
New
|
|
|
2504
|
Fjell Capital
Fargo,
North Dakota
|
$291K
|
–
|
–
|
–
|
|
|
2505
|
Meridian Financial
Holliston,
Massachusetts
|
$290K
|
–
|
–
|
–
|
|
|
2506
|
GDS Wealth Management
Flower Mound,
Texas
|
$289K
|
+$18.4K
|
+279
|
+7%
|
|
|
2507
|
Community Bank
Dewitt,
New York
|
$289K
|
-$56.4K
|
-855
|
-16%
|
|
|
2508
|
Crews Bank & Trust
Wauchula,
Florida
|
$289K
|
+$86.7K
|
+1,314
|
+41%
|
|
|
2509
|
Uniting Wealth Partners
Mission,
Kansas
|
$288K
|
-$2.31K
|
-35
|
-0.8%
|
|
|
2510
|
Veracity Capital
Atlanta,
Georgia
|
$288K
|
+$10.1K
|
+153
|
+4%
|
|
|
2511
|
Baldwin Investment Management
West Conshohocken,
Pennsylvania
|
$288K
|
+$132
|
+2
|
+0%
|
|
|
2512
|
Henderson Brothers Financial Partners
Pittsburgh,
Pennsylvania
|
$288K
|
+$296K
|
+4,488
|
New
|
|
|
2513
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
$287K
|
+$396
|
+6
|
+0.1%
|
|
|
2514
|
WealthCollab
Bellevue,
Washington
|
$286K
|
-$106K
|
-1,600
|
-26%
|
|
|
2515
|
Angeles Investment Advisors
Santa Monica,
California
|
$286K
|
+$295K
|
+4,468
|
New
|
|
|
2516
|
WealthTrust Axiom
Wayne,
Pennsylvania
|
$284K
|
+$2.57K
|
+39
|
+0.9%
|
|
|
2517
|
Index Fund Advisors
Irvine,
California
|
$284K
|
-$124K
|
-1,876
|
-30%
|
|
|
2518
|
IMC Chicago
Chicago,
Illinois
|
$284K
|
+$292K
|
+4,429
|
New
|
|
|
2519
|
Caerus Investment Advisors
West Lake Hills,
Texas
|
$284K
|
-$20K
|
-303
|
-6%
|
|
|
2520
|
|
$283K
|
+$132
|
+2
|
+0%
|
|
|
2521
|
Caliber Wealth Management (Kansas)
Overland Park,
Kansas
|
$283K
|
–
|
–
|
–
|
|
|
2522
|
Accelerate Investment Advisors
Aliso Viejo,
California
|
$283K
|
+$16.6K
|
+251
|
+6%
|
|
|
2523
|
Muirfield Wealth Advisors
Charlotte,
North Carolina
|
$282K
|
+$528
|
+8
|
+0.2%
|
|
|
2524
|
Rock Point Advisors
Burlington,
Vermont
|
$282K
|
-$9.9K
|
-150
|
-3%
|
|
|
2525
|
Action Point Financial Planning
Grand Rapids,
Michigan
|
$281K
|
+$289K
|
+4,379
|
New
|
|
