|
1851
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$241K
|
+$204K
|
+1,206
|
New
|
|
|
1852
|
CVA Family Office
Denver,
Colorado
|
$241K
|
+$118K
|
+696
|
+137%
|
|
|
1853
|
Oakworth Capital
Birmingham,
Alabama
|
$241K
|
–
|
–
|
–
|
|
|
1854
|
Clear Creek Financial Management
Silverdale,
Washington
|
$240K
|
+$203K
|
+1,203
|
New
|
|
|
1855
|
JSF Financial
Los Angeles,
California
|
$240K
|
+$203K
|
+1,203
|
New
|
|
|
1856
|
Deltec Asset Management
New York
|
$240K
|
-$1.57M
|
-9,300
|
-89%
|
|
|
1857
|
Abacus Planning Group
Columbia,
South Carolina
|
$240K
|
+$203K
|
+1,199
|
New
|
|
|
1858
|
Fourpath Capital Management
Oklahoma City,
Oklahoma
|
$240K
|
+$203K
|
+1,199
|
New
|
|
|
1859
|
Successful Portfolios
Clearwater,
Florida
|
$239K
|
+$202K
|
+1,197
|
New
|
|
|
1860
|
Glassman Wealth Services
Vienna,
Virginia
|
$239K
|
+$53.2K
|
+315
|
+36%
|
|
|
1861
|
Janiczek Wealth Management
Denver,
Colorado
|
$238K
|
+$18.1K
|
+107
|
+10%
|
|
|
1862
|
Five Oceans Advisors
Santa Monica,
California
|
$238K
|
+$201K
|
+1,189
|
New
|
|
|
1863
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$238K
|
+$201K
|
+1,189
|
New
|
|
|
1864
|
Klingenstein Fields & Co
New York
|
$238K
|
+$201K
|
+1,189
|
New
|
|
|
1865
|
D'Orazio & Associates
Falls Church,
Virginia
|
$237K
|
+$201K
|
+1,188
|
New
|
|
|
1866
|
City State Bank
Norwalk,
Iowa
|
$236K
|
-$42.2K
|
-250
|
-17%
|
|
|
1867
|
Evolutionary Tree Capital Management
Alexandria,
Virginia
|
$236K
|
+$199K
|
+1,180
|
New
|
|
|
1868
|
Talisman Wealth Advisors
Mountainside,
New Jersey
|
$235K
|
+$199K
|
+1,177
|
New
|
|
|
1869
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$235K
|
–
|
–
|
–
|
|
|
1870
|
LexAurum Advisors
Overland Park,
Kansas
|
$234K
|
+$198K
|
+1,173
|
New
|
|
|
1871
|
Princeton Capital Management
Red Bank,
New Jersey
|
$234K
|
+$198K
|
+1,173
|
New
|
|
|
1872
|
Meag Munich Ergo
Munich,
Germany
|
$234K
|
-$655K
|
-3,878
|
-77%
|
|
|
1873
|
PFG Advisors
Phoenix,
Arizona
|
$234K
|
+$198K
|
+1,172
|
New
|
|
|
1874
|
McDaniel Terry & Co
Austin,
Texas
|
$233K
|
-$86.3K
|
-511
|
-30%
|
|
|
1875
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$233K
|
+$197K
|
+1,164
|
New
|
|
