|
2201
|
CV Advisors
Aventura,
Florida
|
$263K
|
–
|
–
|
–
|
|
|
2202
|
Thompson Investment Management
Madison,
Wisconsin
|
$263K
|
–
|
–
|
–
|
|
|
2203
|
Evernest Financial Advisors
Carmel,
Indiana
|
$263K
|
+$226K
|
+1,000
|
New
|
|
|
2204
|
Sweet Financial Partners
Fairmont,
Minnesota
|
$262K
|
+$226K
|
+997
|
New
|
|
|
2205
|
Carson Advisory
Athens,
Georgia
|
$261K
|
-$25.1K
|
-111
|
-10%
|
|
|
2206
|
Fourpath Capital Management
Oklahoma City,
Oklahoma
|
$261K
|
-$23.5K
|
-104
|
-10%
|
|
|
2207
|
Opal Wealth Advisors
Jericho,
New York
|
$260K
|
-$17.2K
|
-76
|
-7%
|
|
|
2208
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$259K
|
+$62.2K
|
+275
|
+39%
|
|
|
2209
|
Beverly Hills Private Wealth
Beverly Hills,
California
|
$259K
|
-$30.3K
|
-134
|
-12%
|
|
|
2210
|
Wellspring Financial Advisors
Cleveland,
Ohio
|
$259K
|
+$223K
|
+984
|
New
|
|
|
2211
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$259K
|
-$25.1K
|
-111
|
-10%
|
|
|
2212
|
EPIQ Partners
Minneapolis,
Minnesota
|
$258K
|
-$25.3K
|
-112
|
-10%
|
|
|
2213
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$257K
|
+$221K
|
+977
|
New
|
|
|
2214
|
Oak Hill Wealth Advisors
Lansdowne,
Virginia
|
$256K
|
+$220K
|
+972
|
New
|
|
|
2215
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$256K
|
+$220K
|
+972
|
New
|
|
|
2216
|
Account Management
Boxford,
Massachusetts
|
$255K
|
+$220K
|
+970
|
New
|
|
|
2217
|
1900 Wealth Management
San Antonio,
Texas
|
$255K
|
+$219K
|
+969
|
New
|
|
|
2218
|
Smith Anglin Financial
Dallas,
Texas
|
$255K
|
+$219K
|
+969
|
New
|
|
|
2219
|
Abel Hall LLC
Baton Rouge,
Louisiana
|
$254K
|
+$219K
|
+966
|
New
|
|
|
2220
|
Summit Wealth Group
White River Junction,
Vermont
|
$254K
|
+$218K
|
+965
|
New
|
|
|
2221
|
Prosperity Financial Group
San Ramon,
California
|
$254K
|
+$218K
|
+964
|
New
|
|
|
2222
|
Western Financial Corp
San Diego,
California
|
$254K
|
+$218K
|
+964
|
New
|
|
|
2223
|
McDonald Partners
Cleveland,
Ohio
|
$252K
|
+$217K
|
+959
|
New
|
|
|
2224
|
|
$252K
|
-$33K
|
-146
|
-13%
|
|
|
2225
|
Hexagon Capital Partners
Rogers,
Arkansas
|
$252K
|
+$10.6K
|
+47
|
+5%
|
|
