|
2851
|
Boston Family Office
Boston,
Massachusetts
|
$1.9M
|
+$607K
|
+1,515
|
+43%
|
|
|
2852
|
Barings
Charlotte,
North Carolina
|
$1.9M
|
+$900K
|
+2,245
|
+80%
|
|
|
2853
|
Synergy Financial Group
San Ramon,
California
|
$1.9M
|
-$20K
|
-50
|
-1%
|
|
|
2854
|
Win Advisors
Palm Beach Gardens,
Florida
|
$1.9M
|
+$2.02M
|
+5,027
|
New
|
|
|
2855
|
Morton Capital Management
Calabasas,
California
|
$1.9M
|
+$176K
|
+440
|
+10%
|
|
|
2856
|
Financial Management Network
Mission Viejo,
California
|
$1.9M
|
+$33.7K
|
+84
|
+2%
|
|
|
2857
|
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
|
$1.9M
|
+$451K
|
+1,126
|
+29%
|
|
|
2858
|
Compass Wealth Management (Georgia)
Atlanta,
Georgia
|
$1.9M
|
-$99.8K
|
-249
|
-5%
|
|
|
2859
|
ORG Wealth Partners
Dallas,
Texas
|
$1.89M
|
-$357K
|
-890
|
-15%
|
|
|
2860
|
Papamarkou Wellner Asset Management
New York
|
$1.89M
|
–
|
–
|
–
|
|
|
2861
|
Sonoma Allocations
Santa Rosa,
California
|
$1.89M
|
-$58.9K
|
-147
|
-3%
|
|
|
2862
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$1.89M
|
-$2.88M
|
-7,188
|
-59%
|
|
|
2863
|
WealthBridge Capital Management
Westerville,
Ohio
|
$1.89M
|
-$57.7K
|
-144
|
-3%
|
|
|
2864
|
Centennial Wealth Advisory
Traverse City,
Michigan
|
$1.89M
|
+$136K
|
+340
|
+7%
|
|
|
2865
|
Integrity Advisory Solutions
Dallas,
Texas
|
$1.89M
|
+$209K
|
+521
|
+12%
|
|
|
2866
|
Monetta Financial Services
Wheaton,
Illinois
|
$1.89M
|
-$962K
|
-2,400
|
-32%
|
|
|
2867
|
Firsthand Capital Management
San Jose,
California
|
$1.89M
|
–
|
–
|
–
|
|
|
2868
|
Box Hill Private Wealth
Scottsdale,
Arizona
|
$1.89M
|
+$63K
|
+157
|
+3%
|
|
|
2869
|
Clark Asset Management
Stratham,
New Hampshire
|
$1.89M
|
+$64.2K
|
+160
|
+3%
|
|
|
2870
|
BluePath Capital Management
Atlanta,
Georgia
|
$1.88M
|
-$158K
|
-393
|
-7%
|
|
|
2871
|
Lynch & Associates
Newburgh,
Indiana
|
$1.88M
|
+$33.3K
|
+83
|
+2%
|
|
|
2872
|
Professional Financial Solutions
Falls Chruch,
Virginia
|
$1.88M
|
-$705K
|
-1,759
|
-26%
|
|
|
2873
|
Advisory Resource Group
Tulsa,
Oklahoma
|
$1.88M
|
+$74.6K
|
+186
|
+4%
|
|
|
2874
|
Stevens Capital Partners
Omaha,
Nebraska
|
$1.88M
|
+$676K
|
+1,687
|
+51%
|
|
|
2875
|
Wealthedge Investment Advisors
New York
|
$1.88M
|
+$122K
|
+305
|
+7%
|
|
