|
2351
|
Carmel Capital Partners
San Diego,
California
|
$629K
|
-$85.9K
|
-589
|
-13%
|
|
|
2352
|
Avalon Trust
Santa Fe,
New Mexico
|
$628K
|
+$48.1K
|
+330
|
+9%
|
|
|
2353
|
Livelsberger Financial Advisory
Ashland,
Ohio
|
$626K
|
+$589K
|
+4,039
|
New
|
|
|
2354
|
Silvant Capital Management
Atlanta,
Georgia
|
$626K
|
–
|
–
|
–
|
|
|
2355
|
Waypoint Capital Advisors
Minneapolis,
Minnesota
|
$625K
|
-$15.9K
|
-109
|
-3%
|
|
|
2356
|
Delta Investment Management
San Francisco,
California
|
$625K
|
+$4.37K
|
+30
|
+0.7%
|
|
|
2357
|
Abner Herrman & Brock
Jersey City,
New Jersey
|
$625K
|
-$53.5K
|
-367
|
-8%
|
|
|
2358
|
Peak Planning Group
Centennial,
Colorado
|
$625K
|
-$184K
|
-1,263
|
-24%
|
|
|
2359
|
Fox Run Management
Greenwich,
Connecticut
|
$624K
|
+$360K
|
+2,471
|
+159%
|
|
|
2360
|
Bouchey Financial Group
Troy,
New York
|
$624K
|
-$16.2K
|
-111
|
-3%
|
|
|
2361
|
Cannon Financial Strategists
Athens,
Georgia
|
$621K
|
–
|
–
|
–
|
|
|
2362
|
Spinnaker Investment Group
Newport Beach,
California
|
$620K
|
-$9.91K
|
-68
|
-2%
|
|
|
2363
|
Peddock Capital Advisors
Braintree,
Massachusetts
|
$620K
|
+$5.1K
|
+35
|
+0.9%
|
|
|
2364
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$620K
|
-$91.6K
|
-628
|
-14%
|
|
|
2365
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$620K
|
-$76.5K
|
-525
|
-12%
|
|
|
2366
|
Tevis Investment Management
Plano,
Texas
|
$620K
|
–
|
–
|
–
|
|
|
2367
|
TriaGen Wealth Management
Calabasas,
California
|
$618K
|
–
|
–
|
–
|
|
|
2368
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$615K
|
+$579K
|
+3,969
|
New
|
|
|
2369
|
NinePointTwo Capital
Los Angeles,
California
|
$615K
|
–
|
–
|
–
|
|
|
2370
|
Vaughan & Co Securities
Ridgewood,
New Jersey
|
$615K
|
-$12.7K
|
-87
|
-2%
|
|
|
2371
|
Traveka Wealth
Los Altos,
California
|
$614K
|
+$577K
|
+3,959
|
New
|
|
|
2372
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$612K
|
+$58K
|
+398
|
+11%
|
|
|
2373
|
Cardinal Strategic Wealth Guidance
Louisville,
Kentucky
|
$611K
|
–
|
–
|
–
|
|
|
2374
|
Theory Financial
Fort Collins,
Colorado
|
$608K
|
-$54.4K
|
-373
|
-9%
|
|
|
2375
|
Schiavi & Co
Wilmington,
Delaware
|
$608K
|
-$15.5K
|
-106
|
-3%
|
|
