|
2876
|
Charles Carroll Financial Partners
Kingston,
Massachusetts
|
$750K
|
+$810K
|
+6,880
|
New
|
|
|
2877
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$749K
|
+$14.8M
|
+125,320
|
+1,996%
|
|
|
2878
|
Platte River Wealth Advisors
Louisville,
Colorado
|
$747K
|
–
|
–
|
–
|
|
|
2879
|
Alaethes Wealth
Glenbrook,
Nevada
|
$747K
|
+$165K
|
+1,400
|
+26%
|
|
|
2880
|
TFC Financial Management
Boston,
Massachusetts
|
$745K
|
-$37.7K
|
-320
|
-4%
|
|
|
2881
|
SFG Wealth Management
Towson,
Maryland
|
$745K
|
–
|
–
|
–
|
|
|
2882
|
Andesa Financial Management
Allentown,
Pennsylvania
|
$745K
|
+$40K
|
+340
|
+5%
|
|
|
2883
|
Privium Fund Management (UK)
London,
United Kingdom
|
$741K
|
-$11.7M
|
-99,580
|
-94%
|
|
|
2884
|
Granger Management
New York
|
$741K
|
+$122K
|
+1,040
|
+18%
|
|
|
2885
|
Asset Allocation & Management Company
Chicago,
Illinois
|
$739K
|
–
|
–
|
–
|
|
|
2886
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$739K
|
+$54.2K
|
+460
|
+7%
|
|
|
2887
|
IMA Advisory Services
Denver,
Colorado
|
$739K
|
+$789K
|
+6,700
|
+8,375%
|
|
|
2888
|
Meridian Wealth Partners
Exton,
Pennsylvania
|
$737K
|
+$2.35K
|
+20
|
+0.3%
|
|
|
2889
|
Summit Financial Strategies
Columbus,
Ohio
|
$737K
|
+$54.2K
|
+460
|
+7%
|
|
|
2890
|
Foster & Motley
Cincinnati,
Ohio
|
$734K
|
-$30.6K
|
-260
|
-4%
|
|
|
2891
|
Nelson Capital Management
Menlo Park,
California
|
$734K
|
+$28.3K
|
+240
|
+4%
|
|
|
2892
|
East Coast Asset Management
Essex,
Massachusetts
|
$730K
|
–
|
–
|
–
|
|
|
2893
|
Asset Management Resources
Hyannis,
Massachusetts
|
$728K
|
+$4.71K
|
+40
|
+0.6%
|
|
|
2894
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$727K
|
-$130K
|
-1,100
|
-14%
|
|
|
2895
|
Copperwynd Financial
Scottsdale,
Arizona
|
$726K
|
+$30.6K
|
+260
|
+4%
|
|
|
2896
|
Traverso Chambers Private Wealth Management
Santa Rosa,
California
|
$726K
|
+$80.1K
|
+680
|
+11%
|
|
|
2897
|
Bellecapital
Zurich,
Switzerland
|
$724K
|
+$565K
|
+4,800
|
+4%
|
|
|
2898
|
Camarda Financial Advisors
Fleming Island,
Florida
|
$721K
|
-$356K
|
-3,020
|
-31%
|
|
|
2899
|
Investors Research Corp
Atlanta,
Georgia
|
$721K
|
+$91.8K
|
+780
|
+13%
|
|
|
2900
|
Triumph Capital Management
Denver,
Colorado
|
$721K
|
+$499K
|
+4,240
|
+178%
|
|
