|
3526
|
Occudo Quantitative Strategies
Fort Lauderdale,
Florida
|
$277K
|
+$271K
|
+1,700
|
New
|
|
|
3527
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$274K
|
–
|
–
|
–
|
|
|
3528
|
Taylor Hoffman Wealth Management
Richmond,
Virginia
|
$274K
|
+$12.8K
|
+80
|
+5%
|
|
|
3529
|
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
|
$274K
|
+$25.5K
|
+160
|
+11%
|
|
|
3530
|
Sage Financial Management Group
Mclean,
Virginia
|
$274K
|
+$268K
|
+1,680
|
New
|
|
|
3531
|
Rock Point Advisors
Burlington,
Vermont
|
$270K
|
-$12.8K
|
-80
|
-5%
|
|
|
3532
|
Three Peaks Capital Management
Castle Rock,
Colorado
|
$270K
|
+$265K
|
+1,660
|
New
|
|
|
3533
|
NatWest Group
Edinburgh, Scotland,
United Kingdom
|
$267K
|
-$4.37M
|
-27,360
|
-94%
|
|
|
3534
|
Omega Financial Group
Santa Barbara,
California
|
$267K
|
–
|
–
|
–
|
|
|
3535
|
R.W. Roge & Company
Bohemia,
New York
|
$267K
|
–
|
–
|
–
|
|
|
3536
|
Divergent Planning
Bethesda,
Maryland
|
$267K
|
+$262K
|
+1,640
|
New
|
|
|
3537
|
Salvus Wealth Management
Red Bank,
New Jersey
|
$267K
|
+$268K
|
+1,680
|
New
|
|
|
3538
|
Boston Partners
Boston,
Massachusetts
|
$264K
|
-$153K
|
-960
|
-37%
|
|
|
3539
|
HawsGoodwin Investment Management
Franklin,
Tennessee
|
$264K
|
–
|
–
|
–
|
|
|
3540
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$264K
|
–
|
–
|
–
|
|
|
3541
|
CWH Capital Management
Spokane,
Washington
|
$264K
|
+$47.9K
|
+300
|
+23%
|
|
|
3542
|
Coppell Advisory Solutions
Coppell,
Texas
|
$264K
|
+$259K
|
+1,620
|
New
|
|
|
3543
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$264K
|
+$259K
|
+1,620
|
New
|
|
|
3544
|
Summit Financial
Parsippany,
New Jersey
|
$264K
|
+$259K
|
+1,620
|
New
|
|
|
3545
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$263K
|
+$31.9K
|
+200
|
+14%
|
|
|
3546
|
Harvey Investment Company
Louisville,
Kentucky
|
$261K
|
–
|
–
|
–
|
|
|
3547
|
Stokes Capital Advisors
Greenwood,
South Carolina
|
$261K
|
–
|
–
|
–
|
|
|
3548
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$261K
|
+$9.57K
|
+60
|
+4%
|
|
|
3549
|
Harvest Group Wealth Management
Waltham,
Massachusetts
|
$261K
|
+$57.4K
|
+360
|
+29%
|
|
|
3550
|
Freedman Financial Associates
Peabody,
Massachusetts
|
$261K
|
+$255K
|
+1,600
|
New
|
|
