|
2501
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$230K
|
+$220K
|
+1,014
|
New
|
|
|
2502
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$229K
|
-$23.9K
|
-110
|
-10%
|
|
|
2503
|
Strategic Wealth Investment Group
Louisville,
Kentucky
|
$228K
|
+$218K
|
+1,005
|
New
|
|
|
2504
|
Hartford Financial Management
Hartford,
Connecticut
|
$227K
|
–
|
–
|
–
|
|
|
2505
|
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
$227K
|
–
|
–
|
–
|
|
|
2506
|
Independence Bank of Kentucky
Owensboro,
Kentucky
|
$227K
|
+$86.9K
|
+400
|
+67%
|
|
|
2507
|
Meritage Group
San Francisco,
California
|
$227K
|
+$217K
|
+1,000
|
New
|
|
|
2508
|
St. Denis J. Villere & Co
New Orleans,
Louisiana
|
$226K
|
+$217K
|
+1,000
|
New
|
|
|
2509
|
Bogart Wealth LLC
Mclean,
Virginia
|
$225K
|
–
|
–
|
–
|
|
|
2510
|
PrairieView Partners
St. Paul,
Minnesota
|
$224K
|
–
|
–
|
–
|
|
|
2511
|
Epstein & White Financial
San Diego,
California
|
$223K
|
-$4.56K
|
-21
|
-2%
|
|
|
2512
|
Donor Advised Charitable Giving
San Francisco,
California
|
$222K
|
-$217K
|
-1,000
|
-50%
|
|
|
2513
|
Morse Asset Management
Darien,
Connecticut
|
$220K
|
+$211K
|
+970
|
New
|
|
|
2514
|
Ellenbecker Investment Group
Waukesha,
Wisconsin
|
$219K
|
-$27.1K
|
-125
|
-11%
|
|
|
2515
|
SYM Financial Corp
Winona Lake,
Indiana
|
$219K
|
-$10.9K
|
-50
|
-5%
|
|
|
2516
|
Peninsula Wealth
San Francisco,
California
|
$217K
|
+$208K
|
+957
|
New
|
|
|
2517
|
Blue Edge Capital
Richmond,
Virginia
|
$216K
|
+$207K
|
+954
|
New
|
|
|
2518
|
West Oak Capital
Westlake Village,
California
|
$216K
|
–
|
–
|
–
|
|
|
2519
|
Covenant Multifamily Offices
San Antonio,
Texas
|
$216K
|
+$207K
|
+952
|
New
|
|
|
2520
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$216K
|
+$207K
|
+955
|
New
|
|
|
2521
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$215K
|
-$7.17K
|
-33
|
-3%
|
|
|
2522
|
Cacti Asset Management
Atlanta,
Georgia
|
$215K
|
–
|
–
|
–
|
|
|
2523
|
Valley Wealth Managers
Paramus,
New Jersey
|
$214K
|
+$205K
|
+942
|
New
|
|
|
2524
|
Capital Management
Glen Allen,
Virginia
|
$214K
|
+$205K
|
+943
|
New
|
|
|
2525
|
EARNEST Partners
Atlanta,
Georgia
|
$211K
|
+$4.13K
|
+19
|
+2%
|
|
