|
2401
|
Biltmore Family Office
Charlotte,
North Carolina
|
$204K
|
+$190K
|
+743
|
New
|
|
|
2402
|
Whitaker-Myers Wealth Managers
Mansfield,
Ohio
|
$203K
|
-$222K
|
-866
|
-54%
|
|
|
2403
|
Nicholas Investment Partners
Rancho Santa Fe,
California
|
$203K
|
-$349K
|
-1,363
|
-65%
|
|
|
2404
|
Granite Harbor Advisors
Houston,
Texas
|
$203K
|
+$190K
|
+741
|
New
|
|
|
2405
|
Mizuho Markets Cayman
Grand Cayman,
Cayman Islands
|
$201K
|
-$65.8K
|
-257
|
-26%
|
|
|
2406
|
Guyasuta Investment Advisors
Pittsburgh,
Pennsylvania
|
$201K
|
+$189K
|
+736
|
New
|
|
|
2407
|
KWB Wealth
Redlands,
California
|
$201K
|
-$720K
|
-2,809
|
-78%
|
|
|
2408
|
Capstone Investment Advisors
New York
|
$201K
|
-$8.82M
|
-34,425
|
-98%
|
|
|
2409
|
TruWealth Advisors
Metairie,
Louisiana
|
$201K
|
-$29.5K
|
-115
|
-14%
|
|
|
2410
|
MJP Associates
Farmington,
Connecticut
|
$200K
|
-$52K
|
-203
|
-22%
|
|
|
2411
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$200K
|
+$187K
|
+731
|
New
|
|
|
2412
|
First Community Trust
Dubuque,
Iowa
|
$199K
|
+$4.61K
|
+18
|
+3%
|
|
|
2413
|
Blume Capital Management
Berkeley,
California
|
$194K
|
+$1.79K
|
+7
|
+1%
|
|
|
2414
|
Denver PWM
Denver,
Colorado
|
$183K
|
+$6.92K
|
+27
|
+4%
|
|
|
2415
|
Meeder Asset Management
Dublin,
Ohio
|
$182K
|
+$68.6K
|
+268
|
+67%
|
|
|
2416
|
Catalyst Capital Advisors
Huntington,
New York
|
$182K
|
+$170K
|
+665
|
New
|
|
|
2417
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$181K
|
+$160K
|
+623
|
+1,639%
|
|
|
2418
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$175K
|
+$27.7K
|
+108
|
+20%
|
|
|
2419
|
WealthCollab
Bellevue,
Washington
|
$173K
|
-$7.17K
|
-28
|
-4%
|
|
|
2420
|
University of Texas/Texas AM Investment Management Co (UTIMCO)
Austin,
Texas
|
$170K
|
-$84K
|
-328
|
-35%
|
|
|
2421
|
Globeflex Capital
San Diego,
California
|
$164K
|
–
|
–
|
–
|
|
|
2422
|
Clearstead Trust
Portland,
Maine
|
$160K
|
+$5.38K
|
+21
|
+4%
|
|
|
2423
|
Paladin Wealth
Arden Hills,
Minnesota
|
$159K
|
+$149K
|
+582
|
New
|
|
|
2424
|
Tompkins Financial
Ithaca,
New York
|
$156K
|
–
|
–
|
–
|
|
|
2425
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$155K
|
-$9.73K
|
-38
|
-6%
|
|
