|
1801
|
CM Wealth Advisors
Beachwood,
Ohio
|
$460K
|
–
|
–
|
–
|
|
|
1802
|
Kelleher Financial Advisors
New York
|
$459K
|
+$77.6K
|
+134
|
+23%
|
|
|
1803
|
Summit Global Investments
Bountiful,
Utah
|
$458K
|
-$187K
|
-323
|
-31%
|
|
|
1804
|
Oakmont Investment Advisors
Pittsburgh,
Pennsylvania
|
$458K
|
+$416K
|
+718
|
New
|
|
|
1805
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$456K
|
-$23.2K
|
-40
|
-5%
|
|
|
1806
|
Planning Directions
Glen Mills,
Pennsylvania
|
$456K
|
+$1.16K
|
+2
|
+0.3%
|
|
|
1807
|
Tyche Wealth Partners
Plano,
Texas
|
$454K
|
–
|
–
|
–
|
|
|
1808
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$452K
|
–
|
–
|
–
|
|
|
1809
|
Gradient Investments
Arden Hills,
Minnesota
|
$452K
|
+$413K
|
+713
|
New
|
|
|
1810
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$451K
|
-$56.8K
|
-98
|
-12%
|
|
|
1811
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$450K
|
+$21.4K
|
+37
|
+5%
|
|
|
1812
|
Versant Capital Management
Phoenix,
Arizona
|
$450K
|
-$60.8K
|
-105
|
-13%
|
|
|
1813
|
TritonPoint Partners
Chevy Chase,
Maryland
|
$450K
|
+$410K
|
+707
|
New
|
|
|
1814
|
Victrix Investment Advisors
Stuart,
Florida
|
$447K
|
–
|
–
|
–
|
|
|
1815
|
Canal Capital Management
Richmond,
Virginia
|
$446K
|
+$11.6K
|
+20
|
+3%
|
|
|
1816
|
KKM Financial
Chicago,
Illinois
|
$445K
|
+$406K
|
+701
|
New
|
|
|
1817
|
Tanglewood Legacy Advisors
Houston,
Texas
|
$444K
|
–
|
–
|
–
|
|
|
1818
|
Fortem Financial Group
Palm Desert,
California
|
$444K
|
+$405K
|
+700
|
New
|
|
|
1819
|
LSV Asset Management
Chicago,
Illinois
|
$444K
|
–
|
–
|
–
|
|
|
1820
|
Carr Financial Group
Worcester,
Massachusetts
|
$444K
|
+$2.9K
|
+5
|
+0.7%
|
|
|
1821
|
Innovative Asset Advisors Group
Shelton,
Connecticut
|
$443K
|
-$8.69K
|
-15
|
-2%
|
|
|
1822
|
BlackDiamond Wealth Management
New York
|
$441K
|
-$101K
|
-174
|
-19%
|
|
|
1823
|
Advantage Trust Company
Salina,
Kansas
|
$441K
|
+$92.7K
|
+160
|
+30%
|
|
|
1824
|
Maxele Advisors
Webster Groves,
Missouri
|
$440K
|
+$402K
|
+694
|
New
|
|
|
1825
|
Collective Family Office
York,
Pennsylvania
|
$440K
|
-$15.6K
|
-27
|
-4%
|
|
