|
2901
|
Asahi Life Asset Management
Tokyo,
Japan
|
$426K
|
-$347K
|
-445
|
-47%
|
|
|
2902
|
Avenir Corporation
Alexandria,
Virginia
|
$425K
|
–
|
–
|
–
|
|
|
2903
|
Meritas Wealth Management
Larkspur,
California
|
$425K
|
–
|
–
|
–
|
|
|
2904
|
Poplar Forest Capital
Pasadena,
California
|
$425K
|
–
|
–
|
–
|
|
|
2905
|
VERITY Wealth Advisors
Sausalito,
United States
|
$425K
|
–
|
–
|
–
|
|
|
2906
|
Lockerman Financial Group
Newport Beach,
California
|
$425K
|
+$78K
|
+100
|
+25%
|
|
|
2907
|
nVerses Capital
Wellington,
Florida
|
$425K
|
+$390K
|
+500
|
New
|
|
|
2908
|
|
$425K
|
+$390K
|
+500
|
New
|
|
|
2909
|
Greenhouse Wealth Management
Westport,
Connecticut
|
$424K
|
–
|
–
|
–
|
|
|
2910
|
Fortune Financial Advisors
Overland Park,
Kansas
|
$424K
|
+$780
|
+1
|
+0.2%
|
|
|
2911
|
Barings
Charlotte,
North Carolina
|
$423K
|
+$389K
|
+498
|
New
|
|
|
2912
|
Independent Family Office
Albany,
New York
|
$422K
|
-$98.3K
|
-126
|
-20%
|
|
|
2913
|
WealthCollab
Bellevue,
Washington
|
$422K
|
–
|
–
|
–
|
|
|
2914
|
Foster & Motley
Cincinnati,
Ohio
|
$420K
|
–
|
–
|
–
|
|
|
2915
|
SYM Financial Corp
Winona Lake,
Indiana
|
$420K
|
+$385K
|
+494
|
New
|
|
|
2916
|
Schaeffer Financial
Rockville,
Maryland
|
$419K
|
–
|
–
|
–
|
|
|
2917
|
Farrell Financial
Orchard Park,
New York
|
$419K
|
+$780
|
+1
|
+0.2%
|
|
|
2918
|
Financial Management Professionals
Austin,
Texas
|
$418K
|
+$1.56K
|
+2
|
+0.4%
|
|
|
2919
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$416K
|
+$146K
|
+187
|
+62%
|
|
|
2920
|
626 Financial
Portage,
Michigan
|
$415K
|
–
|
–
|
–
|
|
|
2921
|
Hill Investment Group Partners
St. Louis,
Missouri
|
$414K
|
-$7.8K
|
-10
|
-2%
|
|
|
2922
|
Heritage Investment Group
Pompano Beach,
Florida
|
$411K
|
–
|
–
|
–
|
|
|
2923
|
Verum Partners
Charlotte,
North Carolina
|
$410K
|
–
|
–
|
–
|
|
|
2924
|
Birchcreek Wealth Management
Miami Township,
Ohio
|
$410K
|
+$7.8K
|
+10
|
+2%
|
|
|
2925
|
Dumont & Blake Investment Advisors
Princeton,
New Jersey
|
$408K
|
+$375K
|
+480
|
New
|
|
