|
401
|
Investment House LLC
Redondo Beach,
California
|
$337K
|
-$194K
|
-1,000
|
-37%
|
|
|
402
|
Heritage Family Offices
Scottsdale,
Arizona
|
$337K
|
–
|
–
|
–
|
|
|
403
|
United Financial Planning Group
Hauppauge,
New York
|
$335K
|
–
|
–
|
–
|
|
|
404
|
Financial Freedom LLC
Cincinnati,
Ohio
|
$335K
|
–
|
–
|
–
|
|
|
405
|
Legacy Private Trust
Neenah,
Wisconsin
|
$334K
|
–
|
–
|
–
|
|
|
406
|
Kellett Wealth Advisors
Cincinnati,
Ohio
|
$333K
|
–
|
–
|
–
|
|
|
407
|
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
|
$333K
|
+$8.74K
|
+45
|
+3%
|
|
|
408
|
Black Diamond Financial
Towson,
Maryland
|
$333K
|
–
|
–
|
–
|
|
|
409
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$332K
|
-$16.4M
|
-84,312
|
-98%
|
|
|
410
|
Retirement Planning Company of New England
Warwick,
Rhode Island
|
$331K
|
-$583
|
-3
|
-0.2%
|
|
|
411
|
Leavell Investment Management
Mobile,
Alabama
|
$331K
|
-$13.4K
|
-69
|
-4%
|
|
|
412
|
Roberts Wealth Advisors
Palo Alto,
California
|
$330K
|
+$16.9K
|
+87
|
+6%
|
|
|
413
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$329K
|
+$972
|
+5
|
+0.3%
|
|
|
414
|
Swisher Financial Concepts
Westerville,
Ohio
|
$329K
|
-$9.71K
|
-50
|
-3%
|
|
|
415
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$327K
|
+$4.08K
|
+21
|
+1%
|
|
|
416
|
Montag & Associates
Atlanta,
Georgia
|
$326K
|
-$972
|
-5
|
-0.3%
|
|
|
417
|
CVA Family Office
Denver,
Colorado
|
$326K
|
–
|
–
|
–
|
|
|
418
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$324K
|
+$78.7K
|
+405
|
+34%
|
|
|
419
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$324K
|
-$12.2K
|
-63
|
-4%
|
|
|
420
|
Dorato Capital Management
Denver,
Colorado
|
$322K
|
–
|
–
|
–
|
|
|
421
|
Aspire Capital Advisors
Seattle,
Washington
|
$321K
|
-$4.85M
|
-24,947
|
-94%
|
|
|
422
|
Bay Colony Advisors
Concord,
Massachusetts
|
$320K
|
+$314K
|
+1,615
|
New
|
|
|
423
|
Panoramic Investment Advisors
Denver,
Colorado
|
$318K
|
-$9.13K
|
-47
|
-3%
|
|
|
424
|
Solidarity Wealth
Lehi,
Utah
|
$318K
|
–
|
–
|
–
|
|
|
425
|
Sanchez Gaunt Capital Management
Reno,
Nevada
|
$311K
|
+$305K
|
+1,568
|
New
|
|
