|
2401
|
Seven Post Investment Office
San Francisco,
California
|
$2.4M
|
-$282K
|
-556
|
-10%
|
|
|
2402
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$2.4M
|
-$405K
|
-798
|
-14%
|
|
|
2403
|
Cascades Capital Asset Management
Greensboro,
North Carolina
|
$2.4M
|
+$485K
|
+954
|
+24%
|
|
|
2404
|
Lighthouse Investment Partners
Palm Beach Gardens,
Florida
|
$2.39M
|
+$2.5M
|
+4,929
|
New
|
|
|
2405
|
Invera Wealth Advisors
Bend,
Oregon
|
$2.39M
|
-$50.3K
|
-99
|
-2%
|
|
|
2406
|
Scissortail Wealth Management
Tulsa,
Oklahoma
|
$2.39M
|
+$263K
|
+518
|
+12%
|
|
|
2407
|
Evernest Financial Advisors
Carmel,
Indiana
|
$2.38M
|
+$303K
|
+596
|
+14%
|
|
|
2408
|
OneFund LLC
Saint Petersburg,
Florida
|
$2.38M
|
-$17.3K
|
-34
|
-0.7%
|
|
|
2409
|
Legacy Edge Advisors
Syosset,
New York
|
$2.38M
|
+$115K
|
+227
|
+5%
|
|
|
2410
|
Monetary Management Group
St Louis,
Missouri
|
$2.38M
|
+$78.7K
|
+155
|
+3%
|
|
|
2411
|
Redwood Investment Management
Scottsdale,
Arizona
|
$2.38M
|
-$481K
|
-947
|
-16%
|
|
|
2412
|
Sage Investment Counsel
Franklin,
Tennessee
|
$2.38M
|
+$22.9K
|
+45
|
+0.9%
|
|
|
2413
|
NorthCrest Asset Manangement
Plymouth,
Minnesota
|
$2.37M
|
-$708K
|
-1,394
|
-22%
|
|
|
2414
|
|
$2.37M
|
+$2.48M
|
+4,877
|
+162,567%
|
|
|
2415
|
North Star Asset Management
Neenah,
Wisconsin
|
$2.37M
|
+$333K
|
+655
|
+16%
|
|
|
2416
|
MASTERINVEST Kapitalanlage
Vienna,
|
$2.37M
|
+$2.47M
|
+4,869
|
New
|
|
|
2417
|
Kellett Wealth Advisors
Cincinnati,
Ohio
|
$2.36M
|
+$2.04M
|
+4,025
|
+482%
|
|
|
2418
|
Vista Investment Partners II
Richmond,
Indiana
|
$2.36M
|
+$11.7K
|
+23
|
+0.5%
|
|
|
2419
|
Independent Wealth Network
Urbandale,
Iowa
|
$2.36M
|
-$49.8K
|
-98
|
-2%
|
|
|
2420
|
Copperwynd Financial
Scottsdale,
Arizona
|
$2.36M
|
+$76.7K
|
+151
|
+3%
|
|
|
2421
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$2.35M
|
+$36.6K
|
+72
|
+2%
|
|
|
2422
|
Dean Investment Associates
Beavercreek,
Ohio
|
$2.35M
|
-$32K
|
-63
|
-1%
|
|
|
2423
|
GFG Capital
Miami,
Florida
|
$2.35M
|
-$1.54M
|
-3,033
|
-39%
|
|
|
2424
|
Financial Connections Group
Corte Madera,
California
|
$2.34M
|
–
|
–
|
–
|
|
|
2425
|
Boomfish Wealth Group
Alpharetta,
Georgia
|
$2.34M
|
+$414K
|
+816
|
+20%
|
|
