|
2401
|
Legacy Edge Advisors
Syosset,
New York
|
$3.22M
|
-$60.5K
|
-151
|
-2%
|
|
|
2402
|
Mountain Hill Investment Partners
Atlantic Highlands,
New Jersey
|
$3.22M
|
+$3.42M
|
+8,525
|
New
|
|
|
2403
|
Range Financial Group
Tigard,
Oregon
|
$3.22M
|
-$28.1K
|
-70
|
-0.8%
|
|
|
2404
|
Aventura Private Wealth
Aventura,
Florida
|
$3.21M
|
+$533K
|
+1,330
|
+19%
|
|
|
2405
|
Boreal Capital Management
Miami,
Florida
|
$3.21M
|
-$140K
|
-350
|
-4%
|
|
|
2406
|
OneAscent Financial Services
Birmingham,
Alabama
|
$3.21M
|
-$28.1K
|
-70
|
-0.8%
|
|
|
2407
|
Fiduciary Group
Savannah,
Georgia
|
$3.2M
|
+$140K
|
+348
|
+4%
|
|
|
2408
|
Values First Advisors
Gray,
Tennessee
|
$3.2M
|
+$1.77M
|
+4,424
|
+109%
|
|
|
2409
|
Concentrum Wealth Management
San Jose,
California
|
$3.2M
|
-$2.41K
|
-6
|
-0.1%
|
|
|
2410
|
Ducere Wealth Management
Newport Beach,
California
|
$3.19M
|
+$1.47M
|
+3,667
|
+77%
|
|
|
2411
|
Affinity Investment Advisors
Newport Beach,
California
|
$3.18M
|
-$95.8K
|
-239
|
-3%
|
|
|
2412
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$3.18M
|
-$1.64M
|
-4,093
|
-33%
|
|
|
2413
|
SHP Wealth Management
Plymouth,
Massachusetts
|
$3.18M
|
+$161K
|
+401
|
+5%
|
|
|
2414
|
Fire Capital Management
San Francisco,
California
|
$3.17M
|
+$256K
|
+638
|
+8%
|
|
|
2415
|
GLR Partners
Columbia,
Maryland
|
$3.16M
|
-$21.7K
|
-54
|
-0.6%
|
|
|
2416
|
Endeavor Private Wealth
Topeka,
Kansas
|
$3.16M
|
+$259K
|
+646
|
+8%
|
|
|
2417
|
TritonPoint Wealth
Chevy Chase,
Maryland
|
$3.16M
|
-$103K
|
-258
|
-3%
|
|
|
2418
|
Sawyer & Company
Boston,
Massachusetts
|
$3.16M
|
+$4.81K
|
+12
|
+0.1%
|
|
|
2419
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$3.16M
|
+$615K
|
+1,533
|
+22%
|
|
|
2420
|
Aspire Private Capital
Cornelius,
North Carolina
|
$3.16M
|
+$126K
|
+314
|
+4%
|
|
|
2421
|
Ponta Wealth Partners
Winter Park,
Florida
|
$3.16M
|
+$683K
|
+1,703
|
+26%
|
|
|
2422
|
SageGuard Financial Group
Goodlettsville,
Tennessee
|
$3.16M
|
+$557K
|
+1,388
|
+20%
|
|
|
2423
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$3.14M
|
-$48.1K
|
-120
|
-1%
|
|
|
2424
|
Tradewinds LLC
Raleigh,
North Carolina
|
$3.14M
|
-$88.6K
|
-221
|
-4%
|
|
|
2425
|
Asahi Life Asset Management
Tokyo,
Japan
|
$3.13M
|
+$713K
|
+1,778
|
+27%
|
|
