|
2951
|
Corient IA
Miami,
Florida
|
$702K
|
+$747K
|
+750
|
New
|
|
|
2952
|
Jacobsen Capital Management
Salt Lake City,
Utah
|
$702K
|
-$27.9K
|
-28
|
-4%
|
|
|
2953
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$700K
|
-$295K
|
-296
|
-28%
|
|
|
2954
|
Scott Capital Advisors
Portland,
Oregon
|
$700K
|
+$13.9K
|
+14
|
+2%
|
|
|
2955
|
LeClair Wealth Partners
Dublin,
Ohio
|
$699K
|
+$744K
|
+747
|
New
|
|
|
2956
|
Presidio Capital Management
San Diego,
California
|
$699K
|
+$16.9K
|
+17
|
+2%
|
|
|
2957
|
Grant Private Wealth Management
Pleasanton,
California
|
$698K
|
-$425K
|
-427
|
-36%
|
|
|
2958
|
AIMZ Investment Advisors
Los Altos,
California
|
$698K
|
–
|
–
|
–
|
|
|
2959
|
Legacy Wealth Partners (Colorado)
Lakewood,
Colorado
|
$697K
|
-$22.9K
|
-23
|
-3%
|
|
|
2960
|
Blossom Wealth Management
San Ramon, Ca,
California
|
$695K
|
+$12K
|
+12
|
+2%
|
|
|
2961
|
Independent Family Office
Albany,
New York
|
$694K
|
-$281K
|
-282
|
-28%
|
|
|
2962
|
Enzi Wealth
Austin,
Texas
|
$693K
|
-$996
|
-1
|
-0.1%
|
|
|
2963
|
Ninepoint Partners
Toronto,
Ontario, Canada
|
$692K
|
-$1.39M
|
-1,392
|
-65%
|
|
|
2964
|
Millstone Evans Group
Boulder,
Colorado
|
$692K
|
-$187K
|
-188
|
-20%
|
|
|
2965
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$692K
|
-$25.9K
|
-26
|
-3%
|
|
|
2966
|
McRae Capital Management
Morristown,
New Jersey
|
$690K
|
–
|
–
|
–
|
|
|
2967
|
Spectrum Investment Advisors
Mequon,
Wisconsin
|
$690K
|
+$452K
|
+454
|
+160%
|
|
|
2968
|
Tevis Investment Management
Plano,
Texas
|
$689K
|
–
|
–
|
–
|
|
|
2969
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$688K
|
-$50.8K
|
-51
|
-6%
|
|
|
2970
|
Aspen Grove Capital
Avon,
Colorado
|
$688K
|
-$4.98K
|
-5
|
-0.7%
|
|
|
2971
|
Clarity Wealth Development
Corvallis,
Oregon
|
$687K
|
+$58.8K
|
+59
|
+9%
|
|
|
2972
|
Accelerate Investment Advisors
Aliso Viejo,
California
|
$685K
|
+$61.8K
|
+62
|
+9%
|
|
|
2973
|
Alpha Zero
Boca Raton,
Florida
|
$685K
|
+$180K
|
+181
|
+33%
|
|
|
2974
|
Flatrock Wealth Partners
Newport Beach,
California
|
$684K
|
-$32.9K
|
-33
|
-4%
|
|
|
2975
|
WealthBridge Capital Management
Westerville,
Ohio
|
$683K
|
+$9.96K
|
+10
|
+1%
|
|
