|
1301
|
CVA Family Office
Denver,
Colorado
|
$33K
|
–
|
–
|
–
|
|
|
1302
|
ForthRight Wealth Management
Alpharetta,
Georgia
|
$33K
|
+$31.7K
|
+1,104
|
New
|
|
|
1303
|
Clearview Wealth Advisors
Salem,
Oregon
|
$33K
|
+$31.8K
|
+1,107
|
New
|
|
|
1304
|
Grant Street Asset Management
Canonsburg,
Pennsylvania
|
$32K
|
+$30.3K
|
+1,056
|
New
|
|
|
1305
|
American State Bank (Iowa)
Sioux Center,
Iowa
|
$31.8K
|
+$30.2K
|
+1,050
|
New
|
|
|
1306
|
Vantage Consulting Group
Virginia Beach,
Virginia
|
$30K
|
+$28.5K
|
+993
|
New
|
|
|
1307
|
Pacific Center for Financial Services
San Ramon,
California
|
$29K
|
–
|
–
|
–
|
|
|
1308
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$28K
|
-$1.14M
|
-39,750
|
-98%
|
|
|
1309
|
Arax Advisory Partners
Denver,
Colorado
|
$28K
|
–
|
–
|
–
|
|
|
1310
|
Maverick Capital
Dallas,
Texas
|
$26K
|
-$1.75M
|
-60,777
|
-99%
|
|
|
1311
|
Bellevue Asset Management
Bellevue,
Washington
|
$26K
|
–
|
–
|
–
|
|
|
1312
|
Pathstone Family Office
Englewood,
New Jersey
|
$25K
|
+$23.7K
|
+825
|
New
|
|
|
1313
|
Gemmer Asset Management
Walnut Creek,
California
|
$24K
|
–
|
–
|
–
|
|
|
1314
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$23K
|
–
|
–
|
–
|
|
|
1315
|
|
$23K
|
+$22K
|
+765
|
New
|
|
|
1316
|
Evoke Wealth
Los Angeles,
California
|
$22K
|
+$1.21K
|
+42
|
+6%
|
|
|
1317
|
HC Financial Advisors
Lafayette,
California
|
$20K
|
–
|
–
|
–
|
|
|
1318
|
Hexagon Capital Partners
Rogers,
Arkansas
|
$20K
|
–
|
–
|
–
|
|
|
1319
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$18K
|
-$5.08K
|
-177
|
-23%
|
|
|
1320
|
Human Investing
Lake Oswego,
Oregon
|
$18K
|
–
|
–
|
–
|
|
|
1321
|
Rockbridge Investment Management
Syracuse,
New York
|
$18K
|
–
|
–
|
–
|
|
|
1322
|
TFC Financial Management
Boston,
Massachusetts
|
$17K
|
–
|
–
|
–
|
|
|
1323
|
FSA Wealth Management
Needham,
Massachusetts
|
$17K
|
+$16K
|
+558
|
New
|
|
|
1324
|
Seven Springs Wealth Group
Brentwood,
Tennessee
|
$15K
|
–
|
–
|
–
|
|
|
1325
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$15K
|
–
|
–
|
–
|
|
