|
1101
|
GeoWealth Management
Chicago,
Illinois
|
$351K
|
+$264K
|
+2,285
|
New
|
|
|
1102
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$350K
|
-$5.8M
|
-50,179
|
-96%
|
|
|
1103
|
nVerses Capital
Wellington,
Florida
|
$347K
|
+$261K
|
+2,262
|
New
|
|
|
1104
|
|
$347K
|
+$261K
|
+2,260
|
New
|
|
|
1105
|
Waterloo Capital
Austin,
Texas
|
$347K
|
-$71.3K
|
-617
|
-21%
|
|
|
1106
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$346K
|
+$260K
|
+2,254
|
New
|
|
|
1107
|
SFMG Wealth Advisors
Plano,
Texas
|
$346K
|
+$260K
|
+2,253
|
New
|
|
|
1108
|
FWG Holdings
Winter Park,
Florida
|
$344K
|
+$261K
|
+2,260
|
New
|
|
|
1109
|
S-Bank Fund Management
Helsinki,
Finland
|
$344K
|
-$176K
|
-1,527
|
-41%
|
|
|
1110
|
Claret Asset Management
Montreal,
Quebec, Canada
|
$343K
|
-$94K
|
-813
|
-27%
|
|
|
1111
|
Trust Company of Oklahoma
Tulsa,
Oklahoma
|
$341K
|
+$257K
|
+2,220
|
New
|
|
|
1112
|
TritonPoint Wealth
Chevy Chase,
Maryland
|
$340K
|
+$256K
|
+2,212
|
New
|
|
|
1113
|
Investment Research Partners
Lemont,
Pennsylvania
|
$340K
|
+$256K
|
+2,211
|
New
|
|
|
1114
|
Impact Capital Partners
Greenwood Village,
Colorado
|
$340K
|
+$255K
|
+2,210
|
New
|
|
|
1115
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$338K
|
+$254K
|
+2,202
|
New
|
|
|
1116
|
Patrick M. Sweeney & Associates
Libertyville,
Illinois
|
$338K
|
+$254K
|
+2,200
|
New
|
|
|
1117
|
Essential Partners
Rancho Santa Fe,
California
|
$338K
|
-$350K
|
-3,027
|
-58%
|
|
|
1118
|
OneAscent Family Office
Birmingham,
Alabama
|
$337K
|
+$254K
|
+2,195
|
New
|
|
|
1119
|
South Shore Capital Advisors
Cohasset,
Massachusetts
|
$337K
|
-$41.5K
|
-359
|
-14%
|
|
|
1120
|
Vantus Wealth
Lancaster,
Pennsylvania
|
$336K
|
+$253K
|
+2,186
|
New
|
|
|
1121
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$336K
|
+$252K
|
+2,184
|
New
|
|
|
1122
|
IHT Wealth Management
Chicago,
Illinois
|
$334K
|
-$150K
|
-1,294
|
-37%
|
|
|
1123
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$334K
|
+$251K
|
+2,176
|
New
|
|
|
1124
|
Occidental Asset Management
Burlingame,
California
|
$334K
|
+$251K
|
+2,176
|
New
|
|
|
1125
|
Highview Capital Management
Buffalo Grove,
Illinois
|
$334K
|
+$251K
|
+2,175
|
New
|
|
