|
2401
|
HBC Financial Services
Seattle,
Washington
|
$55K
|
–
|
–
|
–
|
|
|
2402
|
Macroview Investment Management
Bethesda,
Maryland
|
$55K
|
–
|
–
|
–
|
|
|
2403
|
|
$55K
|
+$16.8K
|
+208
|
+47%
|
|
|
2404
|
Atlas Private Wealth Management
Albany,
New York
|
$54K
|
-$6.07K
|
-75
|
-10%
|
|
|
2405
|
Skandinaviska Enskilda Banken (SEB)
Stockholm,
Sweden
|
$54K
|
–
|
–
|
–
|
|
|
2406
|
PGIM Custom Harvest
Newark,
New Jersey
|
$53K
|
+$45.3K
|
+560
|
New
|
|
|
2407
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$51K
|
+$4.05K
|
+50
|
+9%
|
|
|
2408
|
MPS Loria Financial Planners
Burr Ridge,
Illinois
|
$50K
|
+$28.9K
|
+357
|
+157%
|
|
|
2409
|
Greenhouse Wealth Management
Westport,
Connecticut
|
$48K
|
+$46.1K
|
+570
|
New
|
|
|
2410
|
Lenox Wealth Advisors
New York
|
$47K
|
+$1.62K
|
+20
|
+4%
|
|
|
2411
|
True Link Financial Advisors
San Francisco,
California
|
$47K
|
+$45.4K
|
+561
|
New
|
|
|
2412
|
Fusion Family Wealth
Woodbury,
New York
|
$46K
|
–
|
–
|
–
|
|
|
2413
|
Ironwood Financial
Tucson,
Arizona
|
$46K
|
–
|
–
|
–
|
|
|
2414
|
New Capital Management
Houston,
Texas
|
$46K
|
–
|
–
|
–
|
|
|
2415
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$46K
|
+$6.07K
|
+75
|
+16%
|
|
|
2416
|
GeoWealth Management
Chicago,
Illinois
|
$46K
|
+$41.9K
|
+517
|
New
|
|
|
2417
|
Smith Group Asset Management
Dallas,
Texas
|
$45K
|
-$6.7M
|
-82,713
|
-99%
|
|
|
2418
|
Orion Capital Management
Coronado,
California
|
$44K
|
+$42.1K
|
+520
|
New
|
|
|
2419
|
Tacita Capital
Toronto,
Ontario, Canada
|
$44K
|
+$42.1K
|
+520
|
New
|
|
|
2420
|
Semmax Financial Advisors
Winston Salem,
North Carolina
|
$43K
|
-$20.6K
|
-255
|
-34%
|
|
|
2421
|
Grace Capital
Quincy,
Massachusetts
|
$42K
|
–
|
–
|
–
|
|
|
2422
|
Vestor Capital
Chicago,
Illinois
|
$41K
|
+$39K
|
+482
|
New
|
|
|
2423
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$40K
|
–
|
–
|
–
|
|
|
2424
|
Tru Independence Asset Management 2
Portland,
Oregon
|
$40K
|
+$38.8K
|
+479
|
New
|
|
|
2425
|
AGF Investments LLC
Toronto,
Ontario, Canada
|
$35K
|
-$280K
|
-3,454
|
-89%
|
|
