|
1801
|
Aspiriant LLC
Los Angeles,
California
|
$1.43M
|
+$71.9K
|
+580
|
+6%
|
|
|
1802
|
WBI Investments
Red Bank,
New Jersey
|
$1.43M
|
-$310K
|
-2,500
|
-19%
|
|
|
1803
|
Keel Point
Huntsville,
Alabama
|
$1.43M
|
+$175K
|
+1,410
|
+15%
|
|
|
1804
|
|
$1.43M
|
–
|
–
|
–
|
|
|
1805
|
Stoneridge Investment Partners
Radnor,
Pennsylvania
|
$1.43M
|
+$1.34M
|
+10,780
|
New
|
|
|
1806
|
SkyOak Wealth
Southfield,
Michigan
|
$1.42M
|
-$1.3M
|
-10,500
|
-50%
|
|
|
1807
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$1.41M
|
+$1.32M
|
+10,670
|
New
|
|
|
1808
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$1.41M
|
+$648K
|
+5,230
|
+97%
|
|
|
1809
|
Pine Valley Investments
Marlton,
New Jersey
|
$1.41M
|
-$74.3K
|
-600
|
-5%
|
|
|
1810
|
Howard Financial Services
Dallas,
Texas
|
$1.41M
|
-$31K
|
-250
|
-2%
|
|
|
1811
|
|
$1.41M
|
-$9.91K
|
-80
|
-0.7%
|
|
|
1812
|
Fountainhead AM
Warren,
New Jersey
|
$1.4M
|
+$23.5K
|
+190
|
+2%
|
|
|
1813
|
Clare Market Investments
Dallas,
Texas
|
$1.4M
|
+$291K
|
+2,350
|
+29%
|
|
|
1814
|
Advisor OS
Chicago,
Illinois
|
$1.39M
|
+$453K
|
+3,660
|
+53%
|
|
|
1815
|
Ted Buchan & Co
San Diego,
California
|
$1.39M
|
+$86.7K
|
+700
|
+7%
|
|
|
1816
|
Arbor Capital Management (Alaska)
Anchorage,
Alaska
|
$1.39M
|
+$1.32M
|
+10,640
|
New
|
|
|
1817
|
Lokken Investment Group
Lewes,
Delaware
|
$1.39M
|
-$17.3K
|
-140
|
-1%
|
|
|
1818
|
Colonial River Investments
Midlothian,
Virginia
|
$1.39M
|
+$1.01M
|
+8,180
|
+357%
|
|
|
1819
|
Signal Advisors Wealth
Detroit,
Michigan
|
$1.38M
|
+$859K
|
+6,930
|
+198%
|
|
|
1820
|
Five Oceans Advisors
Santa Monica,
California
|
$1.37M
|
–
|
–
|
–
|
|
|
1821
|
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
|
$1.37M
|
+$429K
|
+3,460
|
+50%
|
|
|
1822
|
Delap Wealth Advisory
Lake Oswego,
Oregon
|
$1.37M
|
+$1.28M
|
+10,340
|
New
|
|
|
1823
|
First Financial Corp
Terre Haute,
Indiana
|
$1.37M
|
-$96.6K
|
-780
|
-7%
|
|
|
1824
|
West Family Investments
Carlsbad,
California
|
$1.37M
|
+$372K
|
+3,000
|
+41%
|
|
|
1825
|
Allred Capital Management
Dallas,
Texas
|
$1.36M
|
-$13.6K
|
-110
|
-1%
|
|
