|
851
|
Oak Asset Management
Westlake Village,
California
|
$388K
|
–
|
–
|
–
|
|
|
852
|
Meridian Financial
Holliston,
Massachusetts
|
$388K
|
–
|
–
|
–
|
|
|
853
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$387K
|
-$9.22K
|
-35
|
-3%
|
|
|
854
|
Fiduciary Group
Savannah,
Georgia
|
$386K
|
-$18.2K
|
-69
|
-5%
|
|
|
855
|
BetterWealth
San Jose,
California
|
$385K
|
–
|
–
|
–
|
|
|
856
|
Cynosure Group
Salt Lake City,
Utah
|
$384K
|
–
|
–
|
–
|
|
|
857
|
Alpha Cubed Investments
Irvine,
California
|
$382K
|
-$159K
|
-604
|
-31%
|
|
|
858
|
SkyOak Wealth
Southfield,
Michigan
|
$376K
|
–
|
–
|
–
|
|
|
859
|
Principle Wealth Partners
Madison,
Connecticut
|
$373K
|
–
|
–
|
–
|
|
|
860
|
Courage Miller Partners
Norfolk,
Virginia
|
$367K
|
-$81.4K
|
-309
|
-19%
|
|
|
861
|
Wedgewood Investors
Erie,
Pennsylvania
|
$367K
|
–
|
–
|
–
|
|
|
862
|
Beese Fulmer Investment Management
Canton,
Ohio
|
$367K
|
+$339K
|
+1,287
|
New
|
|
|
863
|
Prostatis Group
Hanover,
Maryland
|
$367K
|
+$339K
|
+1,287
|
New
|
|
|
864
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$365K
|
–
|
–
|
–
|
|
|
865
|
PGIM Custom Harvest
Newark,
New Jersey
|
$362K
|
+$31.1K
|
+118
|
+10%
|
|
|
866
|
Cornerstone Management
Duluth,
Georgia
|
$361K
|
+$7.11K
|
+27
|
+2%
|
|
|
867
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$361K
|
+$11.6K
|
+44
|
+4%
|
|
|
868
|
GC Wealth Management RIA
Cambridge,
Massachusetts
|
$360K
|
+$333K
|
+1,263
|
New
|
|
|
869
|
Greenwood Capital Associates
Greenwood,
South Carolina
|
$357K
|
–
|
–
|
–
|
|
|
870
|
Oxbow Advisors
Austin,
Texas
|
$356K
|
–
|
–
|
–
|
|
|
871
|
|
$356K
|
-$8.17K
|
-31
|
-2%
|
|
|
872
|
Klingman & Associates
New York
|
$350K
|
-$134K
|
-510
|
-29%
|
|
|
873
|
United Bank (Virginia)
Vienna,
Virginia
|
$350K
|
-$295K
|
-1,121
|
-48%
|
|
|
874
|
Barlow Wealth Partners
Louisville,
Kentucky
|
$349K
|
–
|
–
|
–
|
|
|
875
|
KFA Private Wealth Group
Tysons,
Virginia
|
$348K
|
–
|
–
|
–
|
|
