|
1026
|
Alpha Family Trust
Los Angeles,
California
|
$254K
|
–
|
–
|
–
|
|
|
1027
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$254K
|
-$16.6K
|
-55
|
-6%
|
|
|
1028
|
SC&H Financial Advisors
Sparks,
Maryland
|
$252K
|
–
|
–
|
–
|
|
|
1029
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$252K
|
-$706K
|
-2,341
|
-74%
|
|
|
1030
|
1620 Investment Advisors
Plymouth,
Massachusetts
|
$250K
|
–
|
–
|
–
|
|
|
1031
|
BOS Asset Management
Springfield,
Illinois
|
$250K
|
–
|
–
|
–
|
|
|
1032
|
Kerr Financial Planning
Fresno,
California
|
$249K
|
+$288K
|
+955
|
New
|
|
|
1033
|
Defined Financial Planning
San Rafael,
California
|
$246K
|
–
|
–
|
–
|
|
|
1034
|
IHT Wealth Management
Chicago,
Illinois
|
$245K
|
+$35K
|
+116
|
+17%
|
|
|
1035
|
44 Wealth Management
Eugene,
Oregon
|
$242K
|
-$28.9K
|
-96
|
-11%
|
|
|
1036
|
|
$242K
|
-$32.9K
|
-109
|
-12%
|
|
|
1037
|
Kelly Financial Services
Braintree,
Massachusetts
|
$241K
|
+$16K
|
+53
|
+7%
|
|
|
1038
|
Aspiriant LLC
Los Angeles,
California
|
$239K
|
+$7.54K
|
+25
|
+3%
|
|
|
1039
|
Advisors Capital Management
Ridgewood,
New Jersey
|
$239K
|
-$5.13K
|
-17
|
-2%
|
|
|
1040
|
Turtle Creek Wealth Advisors
Dallas,
Texas
|
$238K
|
+$232K
|
+769
|
New
|
|
|
1041
|
Gryphon Financial Partners
Columbus,
Ohio
|
$238K
|
+$12.7K
|
+42
|
+6%
|
|
|
1042
|
Morton Capital Management
Calabasas,
California
|
$236K
|
–
|
–
|
–
|
|
|
1043
|
Vinva Investment Management
Sydney,
Australia
|
$236K
|
–
|
–
|
–
|
|
|
1044
|
Mairs & Power Inc
St Paul,
Minnesota
|
$235K
|
–
|
–
|
–
|
|
|
1045
|
Pure Financial Advisors
San Diego,
California
|
$235K
|
+$5.13K
|
+17
|
+2%
|
|
|
1046
|
Engineers Gate Manager
New York
|
$234K
|
-$5.85M
|
-19,401
|
-96%
|
|
|
1047
|
FullCircle Wealth
Dallas,
Texas
|
$234K
|
+$40.7K
|
+135
|
+17%
|
|
|
1048
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$233K
|
+$227K
|
+752
|
New
|
|
|
1049
|
Intrepid Capital Management
Jacksonville Beach,
Florida
|
$232K
|
–
|
–
|
–
|
|
|
1050
|
Equitable Trust
Nashville,
Tennessee
|
$232K
|
–
|
–
|
–
|
|
