|
1876
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$256K
|
-$6.6K
|
-183
|
-3%
|
|
|
1877
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$255K
|
+$15K
|
+416
|
+6%
|
|
|
1878
|
Caitlin John
Brighton,
Michigan
|
$253K
|
-$31.9K
|
-884
|
-11%
|
|
|
1879
|
Severin Investments
St. Louis,
Missouri
|
$253K
|
+$13.2K
|
+367
|
+6%
|
|
|
1880
|
Verity Asset Management
Durham,
North Carolina
|
$253K
|
-$183K
|
-5,072
|
-43%
|
|
|
1881
|
CPA Asset Management
West Palm Beach,
Florida
|
$252K
|
–
|
–
|
–
|
|
|
1882
|
SYM Financial Corp
Winona Lake,
Indiana
|
$252K
|
-$243K
|
-6,748
|
-50%
|
|
|
1883
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$252K
|
+$1.19K
|
+33
|
+0.5%
|
|
|
1884
|
Flavin Financial Services
Melbourne,
Florida
|
$251K
|
-$30.1K
|
-834
|
-11%
|
|
|
1885
|
Clean Yield Group
Norwich,
Vermont
|
$251K
|
–
|
–
|
–
|
|
|
1886
|
FSA Advisors
Troy,
Michigan
|
$251K
|
+$245K
|
+6,792
|
New
|
|
|
1887
|
Flossbach Von Storch
Cologne,
Germany
|
$251K
|
+$245K
|
+6,790
|
New
|
|
|
1888
|
Old Port Advisors
Portland,
Maine
|
$249K
|
-$5.67K
|
-157
|
-2%
|
|
|
1889
|
Waterloo Capital
Austin,
Texas
|
$249K
|
+$243K
|
+6,736
|
New
|
|
|
1890
|
Shum Financial Group
Alameda,
California
|
$248K
|
-$8.73K
|
-242
|
-3%
|
|
|
1891
|
Prepared Retirement Institute
Lansdale,
Pennsylvania
|
$248K
|
+$243K
|
+6,727
|
New
|
|
|
1892
|
Hamilton Capital
Columbus,
Ohio
|
$248K
|
+$4.98K
|
+138
|
+2%
|
|
|
1893
|
Claret Asset Management
Montreal,
Quebec, Canada
|
$248K
|
-$235K
|
-6,515
|
Closed
|
|
|
1894
|
Tyche Wealth Partners
Plano,
Texas
|
$247K
|
-$19.9K
|
-552
|
-8%
|
|
|
1895
|
Fountainhead AM
Warren,
New Jersey
|
$247K
|
+$47K
|
+1,302
|
+24%
|
|
|
1896
|
OneAscent Family Office
Birmingham,
Alabama
|
$247K
|
+$242K
|
+6,716
|
New
|
|
|
1897
|
UP Strategic Wealth Investment Advisors
Pittsburgh,
Pennsylvania
|
$246K
|
+$241K
|
+6,668
|
New
|
|
|
1898
|
Fi3 Financial Advisors
Indianapolis,
Indiana
|
$246K
|
+$20.9K
|
+580
|
+10%
|
|
|
1899
|
Tillman Hartley LLC
Denver,
Colorado
|
$245K
|
-$68.3K
|
-1,893
|
-22%
|
|
|
1900
|
Romano Brothers & Co
Evanston,
Illinois
|
$245K
|
+$27.1K
|
+750
|
+13%
|
|
