|
1601
|
Equitable Trust
Nashville,
Tennessee
|
$330K
|
+$101K
|
+314
|
+43%
|
|
|
1602
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$329K
|
–
|
–
|
–
|
|
|
1603
|
Verum Partners
Charlotte,
North Carolina
|
$329K
|
+$19.7K
|
+61
|
+6%
|
|
|
1604
|
OneFund LLC
Saint Petersburg,
Florida
|
$327K
|
+$2.58K
|
+8
|
+0.8%
|
|
|
1605
|
Cottonwood Capital Advisors
Salt Lake City,
Utah
|
$327K
|
-$52K
|
-161
|
-14%
|
|
|
1606
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$327K
|
-$42K
|
-130
|
-11%
|
|
|
1607
|
Silver Oak Securities
Jackson,
Tennessee
|
$326K
|
+$3.55K
|
+11
|
+1%
|
|
|
1608
|
CM Wealth Advisors
Beachwood,
Ohio
|
$326K
|
-$489K
|
-1,514
|
-59%
|
|
|
1609
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$326K
|
–
|
–
|
–
|
|
|
1610
|
Commonwealth Financial Services
Vienna,
West Virginia
|
$325K
|
-$42.6K
|
-132
|
-11%
|
|
|
1611
|
Voisard Asset Management Group
Grand Rapids,
Michigan
|
$325K
|
+$194K
|
+600
|
+138%
|
|
|
1612
|
D'Orazio & Associates
Falls Church,
Virginia
|
$323K
|
+$15.8K
|
+49
|
+5%
|
|
|
1613
|
VanEck Associates
New York
|
$323K
|
+$5.17K
|
+16
|
+2%
|
|
|
1614
|
Nadler Financial Group
Deerfield,
Illinois
|
$323K
|
–
|
–
|
–
|
|
|
1615
|
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
$323K
|
+$332K
|
+1,029
|
New
|
|
|
1616
|
Clay Northam Wealth Management
Huntington Beach,
California
|
$322K
|
–
|
–
|
–
|
|
|
1617
|
TriaGen Wealth Management
Calabasas,
California
|
$322K
|
+$332K
|
+1,028
|
New
|
|
|
1618
|
Bensler
Bellevue,
Washington
|
$322K
|
+$323
|
+1
|
+0.1%
|
|
|
1619
|
Circle Wealth Management
Summit,
New Jersey
|
$322K
|
-$67.5K
|
-209
|
-17%
|
|
|
1620
|
Avity Investment Management
Greenwich,
Connecticut
|
$321K
|
–
|
–
|
–
|
|
|
1621
|
HCR Wealth Advisors
Los Angeles,
California
|
$320K
|
+$329K
|
+1,019
|
New
|
|
|
1622
|
BCS Wealth Management
Johnson City,
Tennessee
|
$318K
|
–
|
–
|
–
|
|
|
1623
|
TCTC Holdings
Dallas,
Texas
|
$317K
|
–
|
–
|
–
|
|
|
1624
|
Tevis Investment Management
Plano,
Texas
|
$316K
|
-$14.2K
|
-44
|
-4%
|
|
|
1625
|
TL Private Wealth
Southlake,
Texas
|
$316K
|
–
|
–
|
–
|
|
