|
901
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$233K
|
–
|
–
|
–
|
|
|
902
|
Advisory Alpha
Holland,
Michigan
|
$229K
|
+$80.6K
|
+928
|
+59%
|
|
|
903
|
McMillion Capital Management
Greensboro,
North Carolina
|
$227K
|
-$10.9K
|
-125
|
-5%
|
|
|
904
|
Vivid Financial Management
Orcutt,
California
|
$227K
|
–
|
–
|
–
|
|
|
905
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$227K
|
+$215K
|
+2,478
|
New
|
|
|
906
|
Members Trust
Tampa,
Florida
|
$226K
|
+$215K
|
+2,470
|
New
|
|
|
907
|
Strategic Financial Partners
Bend,
Oregon
|
$225K
|
+$213K
|
+2,455
|
New
|
|
|
908
|
Managed Account Services
Coconut Grove,
Florida
|
$224K
|
+$205K
|
+2,357
|
New
|
|
|
909
|
WealthSource Partners
San Luis Obispo,
California
|
$224K
|
+$213K
|
+2,449
|
New
|
|
|
910
|
MA Private Wealth
San Carlos,
California
|
$222K
|
+$211K
|
+2,426
|
New
|
|
|
911
|
Choate Investment Advisors
Boston,
Massachusetts
|
$221K
|
+$209K
|
+2,410
|
New
|
|
|
912
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$219K
|
+$208K
|
+2,389
|
New
|
|
|
913
|
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
|
$219K
|
+$208K
|
+2,390
|
New
|
|
|
914
|
CFM Wealth Partners
Austin,
Texas
|
$217K
|
-$52.1K
|
-600
|
-20%
|
|
|
915
|
Thomasville National Bank
Thomasville,
Georgia
|
$217K
|
+$206K
|
+2,375
|
New
|
|
|
916
|
Csenge Advisory Group
Clearwater,
Florida
|
$216K
|
-$8.34K
|
-96
|
-4%
|
|
|
917
|
|
$216K
|
+$205K
|
+2,359
|
New
|
|
|
918
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$216K
|
+$205K
|
+2,361
|
New
|
|
|
919
|
Westwood Holdings Group
Dallas,
Texas
|
$216K
|
+$205K
|
+2,365
|
New
|
|
|
920
|
GeoWealth Management
Chicago,
Illinois
|
$216K
|
+$206K
|
+2,368
|
New
|
|
|
921
|
Newport Wealth Strategies
Irvine,
California
|
$215K
|
–
|
–
|
–
|
|
|
922
|
First National Bank of Omaha
Omaha,
Nebraska
|
$215K
|
+$204K
|
+2,346
|
New
|
|
|
923
|
LPWM LLC
Minneapolis,
Minnesota
|
$214K
|
+$203K
|
+2,341
|
New
|
|
|
924
|
NBT Bank
Norwich,
New York
|
$214K
|
+$204K
|
+2,347
|
New
|
|
|
925
|
Security National Bank
Omaha,
Nebraska
|
$213K
|
-$109K
|
-1,252
|
-35%
|
|
