|
1801
|
Consultiva Wealth Management
San Juan,
Puerto Rico
|
$325K
|
–
|
–
|
–
|
|
|
1802
|
Jag Capital Management
St Louis,
Missouri
|
$325K
|
+$5.01K
|
+22
|
+1%
|
|
|
1803
|
Helium Advisors
Everett,
Washington
|
$325K
|
+$61.9K
|
+272
|
+20%
|
|
|
1804
|
Bill Few Associates
Pittsburgh,
Pennsylvania
|
$324K
|
+$455
|
+2
|
+0.1%
|
|
|
1805
|
Tufton Capital Management
Hunt Valley,
Maryland
|
$323K
|
+$102K
|
+448
|
+38%
|
|
|
1806
|
Dutch Asset Corp
Selkirk,
New York
|
$323K
|
–
|
–
|
–
|
|
|
1807
|
Total Investment Management
Scottsdale,
Arizona
|
$322K
|
–
|
–
|
–
|
|
|
1808
|
Encompass Wealth Advisors
Portland,
Oregon
|
$322K
|
-$455K
|
-2,000
|
-55%
|
|
|
1809
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$319K
|
+$21.2K
|
+93
|
+6%
|
|
|
1810
|
Old Mission Investment Co
Traverse City,
Michigan
|
$318K
|
+$130K
|
+570
|
+55%
|
|
|
1811
|
Innovative Asset Advisors Group
Shelton,
Connecticut
|
$318K
|
+$364K
|
+1,598
|
New
|
|
|
1812
|
Quantum Financial Planning Services
Spokane,
Washington
|
$317K
|
–
|
–
|
–
|
|
|
1813
|
Audent Global Asset Management
West Hollywood,
California
|
$316K
|
-$21.9K
|
-96
|
-6%
|
|
|
1814
|
LVW Advisors
Pittsford,
New York
|
$316K
|
+$113K
|
+495
|
+45%
|
|
|
1815
|
Vines Capital Management
Monroe,
Louisiana
|
$316K
|
-$13.9K
|
-61
|
-4%
|
|
|
1816
|
Cheviot Value Management
Beverly Hills,
California
|
$316K
|
+$45.5K
|
+200
|
+14%
|
|
|
1817
|
Creative Financial Designs
Kokomo,
Indiana
|
$315K
|
+$97.2K
|
+427
|
+37%
|
|
|
1818
|
GSG Advisors
Mount Laurel,
New Jersey
|
$315K
|
+$5.01K
|
+22
|
+1%
|
|
|
1819
|
Keebeck Wealth Management
Chicago,
Illinois
|
$315K
|
+$360K
|
+1,583
|
New
|
|
|
1820
|
Alpha Family Trust
Los Angeles,
California
|
$314K
|
–
|
–
|
–
|
|
|
1821
|
Compton Financial Group
Towson,
Maryland
|
$313K
|
+$3.42K
|
+15
|
+1%
|
|
|
1822
|
Compass Wealth Management (Georgia)
Atlanta,
Georgia
|
$313K
|
–
|
–
|
–
|
|
|
1823
|
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
|
$313K
|
+$358K
|
+1,573
|
New
|
|
|
1824
|
WealthCollab
Bellevue,
Washington
|
$313K
|
–
|
–
|
–
|
|
|
1825
|
Pacific Asset Management
Gig Harbor,
Washington
|
$313K
|
-$20.9K
|
-92
|
-6%
|
|
