|
5101
|
Legacy Wealth Management (Idaho)
Boise,
Idaho
|
$1.75M
|
+$163K
|
+571
|
+10%
|
|
|
5102
|
Seneca Financial Advisors
Rochester,
New York
|
$1.75M
|
-$42.6K
|
-149
|
-2%
|
|
|
5103
|
Grove Street Fiduciary
Peterborough,
New Hampshire
|
$1.75M
|
-$14.6K
|
-51
|
-0.8%
|
|
|
5104
|
Black Swift Group
Boulder,
Colorado
|
$1.75M
|
-$11.7K
|
-41
|
-0.7%
|
|
|
5105
|
Post Resch Tallon Group
Pittsford,
New York
|
$1.75M
|
+$8.01K
|
+28
|
+0.5%
|
|
|
5106
|
Caitlin John
Brighton,
Michigan
|
$1.74M
|
+$785K
|
+2,743
|
+84%
|
|
|
5107
|
GoalFusion Wealth Management
Austin,
Texas
|
$1.74M
|
+$518K
|
+1,811
|
+43%
|
|
|
5108
|
Mainsail Financial Group
Bellevue,
Washington
|
$1.74M
|
+$36.6K
|
+128
|
+2%
|
|
|
5109
|
First Growth Capital
Pikesville,
Maryland
|
$1.74M
|
-$537K
|
-1,876
|
-24%
|
|
|
5110
|
Sippican Capital Advisors
Boston,
Massachusetts
|
$1.74M
|
–
|
–
|
–
|
|
|
5111
|
PeakShares LLC
Tampa,
Florida
|
$1.74M
|
+$33.8K
|
+118
|
+2%
|
|
|
5112
|
Mork Capital Management
Healdsburg,
California
|
$1.74M
|
–
|
–
|
–
|
|
|
5113
|
Bayshore Asset Management
Coral Gables,
Florida
|
$1.74M
|
+$327K
|
+1,143
|
+24%
|
|
|
5114
|
Twin Tree Management
Dallas,
Texas
|
$1.74M
|
+$1.72M
|
+5,996
|
New
|
|
|
5115
|
Lesa Sroufe & Co
Seattle,
Washington
|
$1.73M
|
+$286
|
+1
|
+0%
|
|
|
5116
|
Stance Capital
Boston,
Massachusetts
|
$1.73M
|
+$183K
|
+640
|
+12%
|
|
|
5117
|
Evolution Wealth Management
Fort Myers,
Florida
|
$1.73M
|
+$59.5K
|
+208
|
+4%
|
|
|
5118
|
George Kaiser Family Foundation
Tulsa,
Oklahoma
|
$1.73M
|
+$1.17M
|
+4,081
|
+214%
|
|
|
5119
|
Prescott Group Capital Management
Tulsa,
Oklahoma
|
$1.73M
|
+$1.17M
|
+4,081
|
+214%
|
|
|
5120
|
Baron Financial Group
Fair Lawn,
New Jersey
|
$1.73M
|
+$572
|
+2
|
+0%
|
|
|
5121
|
Steelhead Wealth Management
Glen Allen,
Virginia
|
$1.73M
|
+$543K
|
+1,899
|
+47%
|
|
|
5122
|
Seven Post Investment Office
San Francisco,
California
|
$1.72M
|
+$286K
|
+1,000
|
+20%
|
|
|
5123
|
Pitti Group Wealth Management
Victor,
New York
|
$1.72M
|
-$86.4K
|
-302
|
-5%
|
|
|
5124
|
Broyhill Asset Management
Charlotte,
North Carolina
|
$1.72M
|
–
|
–
|
–
|
|
|
5125
|
Michels Family Financial
Fort Worth,
Texas
|
$1.72M
|
+$61.2K
|
+214
|
+4%
|
|
