|
1801
|
Lineweaver Wealth Advisors
Valley View,
Ohio
|
$23M
|
+$399K
|
+1,694
|
+2%
|
|
|
1802
|
Bill Few Associates
Pittsburgh,
Pennsylvania
|
$22.9M
|
-$478K
|
-2,028
|
-2%
|
|
|
1803
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$22.9M
|
-$842K
|
-3,572
|
-4%
|
|
|
1804
|
Aries Wealth Management
Portland,
Maine
|
$22.9M
|
-$201K
|
-853
|
-0.9%
|
|
|
1805
|
Brave Asset Management
Summit,
New Jersey
|
$22.8M
|
-$270K
|
-1,146
|
-1%
|
|
|
1806
|
Holt Capital Partners
Fort Worth,
Texas
|
$22.8M
|
-$515K
|
-2,187
|
-2%
|
|
|
1807
|
Mission Creek Capital Partners
San Francisco,
California
|
$22.8M
|
+$4.29M
|
+18,216
|
+20%
|
|
|
1808
|
Holcombe Financial
Atlanta,
Georgia
|
$22.8M
|
+$21.4M
|
+90,965
|
New
|
|
|
1809
|
Paragon Capital Management (Kansas)
Overland Park,
Kansas
|
$22.8M
|
-$1.34M
|
-5,681
|
-6%
|
|
|
1810
|
Sterneck Capital Management
Kansas City,
Missouri
|
$22.8M
|
-$169K
|
-716
|
-0.8%
|
|
|
1811
|
Asset Dedication LLC
San Francisco,
California
|
$22.7M
|
-$4.35M
|
-18,475
|
-17%
|
|
|
1812
|
Guardian Asset Advisors
Mechanicsburg,
Pennsylvania
|
$22.7M
|
-$210K
|
-891
|
-1%
|
|
|
1813
|
Stonebridge Capital Management
Los Angeles,
California
|
$22.7M
|
-$729K
|
-3,095
|
-3%
|
|
|
1814
|
Arlington Financial Advisors
Santa Barbara,
California
|
$22.7M
|
-$797K
|
-3,383
|
-4%
|
|
|
1815
|
Strait & Sound Wealth Management
San Francisco,
California
|
$22.7M
|
+$2.91M
|
+12,349
|
+16%
|
|
|
1816
|
Ransom Advisory
Providence,
Rhode Island
|
$22.7M
|
-$625K
|
-2,652
|
-3%
|
|
|
1817
|
Lathrop Investment Management
Little Rock,
Arkansas
|
$22.6M
|
-$1.39M
|
-5,880
|
-6%
|
|
|
1818
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
$22.6M
|
-$449K
|
-1,906
|
-2%
|
|
|
1819
|
Titan Global Capital Management USA
New York
|
$22.6M
|
-$557K
|
-2,362
|
-3%
|
|
|
1820
|
McCollum Christoferson Group
Amherst,
New York
|
$22.6M
|
-$159K
|
-676
|
-0.7%
|
|
|
1821
|
Isthmus Partners
Madison,
Wisconsin
|
$22.5M
|
-$174K
|
-740
|
-0.8%
|
|
|
1822
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$22.5M
|
-$708K
|
-3,004
|
-3%
|
|
|
1823
|
Armstrong Fleming & Moore
Washington,
District of Columbia
|
$22.5M
|
-$1.19M
|
-5,041
|
-5%
|
|
|
1824
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$22.5M
|
-$138K
|
-587
|
-0.6%
|
|
|
1825
|
Central Pacific Bank - Trust Division
Honolulu,
Hawaii
|
$22.5M
|
-$354K
|
-1,504
|
-2%
|
|
