|
876
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$608K
|
-$31.3K
|
-792
|
-5%
|
|
|
877
|
First National Trust
Hermitage,
Pennsylvania
|
$607K
|
-$29.1K
|
-736
|
-5%
|
|
|
878
|
Meridian Wealth Advisors
Austin,
Texas
|
$606K
|
–
|
–
|
–
|
|
|
879
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$606K
|
+$9.87K
|
+250
|
+2%
|
|
|
880
|
Goelzer Investment Management
Carmel,
Indiana
|
$605K
|
-$121K
|
-3,055
|
-18%
|
|
|
881
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$604K
|
–
|
–
|
–
|
|
|
882
|
Transform Wealth
Greenwood Village,
Colorado
|
$603K
|
-$13.2K
|
-335
|
-2%
|
|
|
883
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$603K
|
-$29.7K
|
-752
|
-5%
|
|
|
884
|
Transatlantique Private Wealth
New York
|
$602K
|
–
|
–
|
–
|
|
|
885
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$601K
|
-$46.1K
|
-1,169
|
-8%
|
|
|
886
|
Tidal Investments
Milwaukee,
Wisconsin
|
$599K
|
+$562K
|
+14,231
|
New
|
|
|
887
|
Private Portfolio Partners
Paramus,
New Jersey
|
$598K
|
-$37K
|
-937
|
-6%
|
|
|
888
|
Financial Partners Group (Tennessee)
Gallatin,
Tennessee
|
$598K
|
-$20.8K
|
-526
|
-4%
|
|
|
889
|
L.M. Kohn & Company
Cincinnati,
Ohio
|
$596K
|
-$25.7K
|
-650
|
-4%
|
|
|
890
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$595K
|
+$1.38K
|
+35
|
+0.2%
|
|
|
891
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$588K
|
–
|
–
|
–
|
|
|
892
|
NCP Inc
La Quinta,
California
|
$583K
|
+$546K
|
+13,831
|
New
|
|
|
893
|
Kiley Juergens Wealth Management
Olympia,
Washington
|
$582K
|
-$26.6K
|
-674
|
-5%
|
|
|
894
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$582K
|
-$26.7K
|
-676
|
-5%
|
|
|
895
|
Strategic Financial Concepts
San Antonio,
Texas
|
$579K
|
+$543K
|
+13,743
|
New
|
|
|
896
|
Phillips Wealth Planners
Starkville,
Mississippi
|
$576K
|
+$574K
|
+14,549
|
New
|
|
|
897
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$575K
|
-$23.5K
|
-595
|
-4%
|
|
|
898
|
Quadcap Wealth Management
Frisco,
Texas
|
$574K
|
-$27.6K
|
-699
|
-5%
|
|
|
899
|
IMC Chicago
Chicago,
Illinois
|
$573K
|
+$537K
|
+13,603
|
New
|
|
|
900
|
Private Capital Management (Florida)
Naples,
Florida
|
$569K
|
-$5.84K
|
-148
|
-1%
|
|
