|
2901
|
Members Trust
Tampa,
Florida
|
$2.44M
|
+$225K
|
+630
|
+10%
|
|
|
2902
|
Ameliora Wealth Management
Zurich,
Switzerland
|
$2.44M
|
-$65K
|
-182
|
-3%
|
|
|
2903
|
OneAscent Family Office
Birmingham,
Alabama
|
$2.43M
|
+$134K
|
+376
|
+6%
|
|
|
2904
|
Pacific Asset Management
Gig Harbor,
Washington
|
$2.43M
|
+$55K
|
+154
|
+2%
|
|
|
2905
|
|
$2.43M
|
-$85.1K
|
-238
|
-3%
|
|
|
2906
|
Curio Wealth
Annapolis,
Maryland
|
$2.43M
|
-$7.5K
|
-21
|
-0.3%
|
|
|
2907
|
Stonebridge Financial Group (Missouri)
St. Louis,
Missouri
|
$2.43M
|
+$27.9K
|
+78
|
+1%
|
|
|
2908
|
Mowery & Schoenfeld Wealth Management
Lincolnshire,
Illinois
|
$2.43M
|
+$156K
|
+437
|
+7%
|
|
|
2909
|
DDFG Inc
Thousand Oaks,
California
|
$2.43M
|
–
|
–
|
–
|
|
|
2910
|
Pin Oak Investment Advisors
Houston,
Texas
|
$2.43M
|
+$97.6K
|
+273
|
+4%
|
|
|
2911
|
Sonoma Allocations
Santa Rosa,
California
|
$2.42M
|
-$87.9K
|
-246
|
-3%
|
|
|
2912
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$2.42M
|
-$226K
|
-633
|
-8%
|
|
|
2913
|
Vista Capital Partners
Portland,
Oregon
|
$2.42M
|
+$113K
|
+316
|
+5%
|
|
|
2914
|
Petros Family Wealth
Bloomington,
Minnesota
|
$2.42M
|
-$30K
|
-84
|
-1%
|
|
|
2915
|
Fielder Capital Group
Nashville,
Tennessee
|
$2.42M
|
+$11.4K
|
+32
|
+0.5%
|
|
|
2916
|
Ranch Capital Advisors
Sarasota,
Florida
|
$2.42M
|
+$301K
|
+843
|
+14%
|
|
|
2917
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
$2.42M
|
-$35K
|
-98
|
-1%
|
|
|
2918
|
Convergence Financial
Columbia,
Missouri
|
$2.41M
|
+$1.55M
|
+4,327
|
+174%
|
|
|
2919
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$2.41M
|
+$1.43K
|
+4
|
+0.1%
|
|
|
2920
|
Financial Security Advisor
Virginia Beach,
Virginia
|
$2.41M
|
+$25.4K
|
+71
|
+1%
|
|
|
2921
|
Tradewinds Capital Management
Bellingham,
Washington
|
$2.4M
|
-$37.9K
|
-106
|
-2%
|
|
|
2922
|
Pacific Capital Partners
London,
|
$2.4M
|
+$860K
|
+2,405
|
+55%
|
|
|
2923
|
Blue Rock Wealth Management
Winston-Salem,
North Carolina
|
$2.4M
|
-$107K
|
-300
|
-4%
|
|
|
2924
|
Harbour Wealth Management Group
Daniel Island,
South Carolina
|
$2.4M
|
+$190K
|
+531
|
+8%
|
|
|
2925
|
Taylor Hoffman Capital Management
Richmond,
Virginia
|
$2.4M
|
-$95.4K
|
-267
|
-4%
|
|
