|
1376
|
United Advisor Group
Cincinnati,
Ohio
|
$211K
|
+$210K
|
+3,385
|
New
|
|
|
1377
|
Obsidian Personal Planning Solutions
Rockville,
Maryland
|
$211K
|
–
|
–
|
–
|
|
|
1378
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$210K
|
-$9.42K
|
-152
|
-4%
|
|
|
1379
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$210K
|
+$209K
|
+3,370
|
New
|
|
|
1380
|
Jeppson Wealth Management
Manhattan Beach,
California
|
$210K
|
+$209K
|
+3,370
|
New
|
|
|
1381
|
Foster Group
West Des Moines,
Iowa
|
$210K
|
+$209K
|
+3,368
|
New
|
|
|
1382
|
|
$209K
|
+$208K
|
+3,354
|
New
|
|
|
1383
|
Evernest Financial Advisors
Carmel,
Indiana
|
$209K
|
-$4.96K
|
-80
|
-2%
|
|
|
1384
|
White Knight Strategic Wealth Advisors
Princeton,
New Jersey
|
$208K
|
+$207K
|
+3,341
|
New
|
|
|
1385
|
Lazard Asset Management
New York
|
$208K
|
–
|
–
|
–
|
|
|
1386
|
Sard Wealth Management Group
Atlanta,
Georgia
|
$208K
|
+$207K
|
+3,334
|
New
|
|
|
1387
|
High Net Worth Advisory Group
Naples,
Florida
|
$208K
|
+$206K
|
+3,329
|
New
|
|
|
1388
|
Theory Financial
Fort Collins,
Colorado
|
$207K
|
+$207K
|
+3,341
|
New
|
|
|
1389
|
Aprio Wealth Management
Atlanta,
Georgia
|
$206K
|
-$727K
|
-11,734
|
-78%
|
|
|
1390
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$205K
|
–
|
–
|
–
|
|
|
1391
|
New Capital Management
Houston,
Texas
|
$203K
|
+$201K
|
+3,250
|
New
|
|
|
1392
|
Clear Investment Research
Alpharetta,
Georgia
|
$202K
|
-$13.7K
|
-221
|
-6%
|
|
|
1393
|
Kings Path Partners
Sugar Land,
Texas
|
$202K
|
–
|
–
|
–
|
|
|
1394
|
Asset Management Group
Stamford,
Connecticut
|
$201K
|
+$200K
|
+3,225
|
New
|
|
|
1395
|
Compass Financial Group (South Dakota)
Sioux Falls,
South Dakota
|
$200K
|
+$199K
|
+3,209
|
New
|
|
|
1396
|
Flagship Wealth Advisors
Wakefield,
Massachusetts
|
$197K
|
+$19K
|
+306
|
+11%
|
|
|
1397
|
First Eagle Investment Management
New York
|
$189K
|
+$129K
|
+2,088
|
+216%
|
|
|
1398
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$188K
|
–
|
–
|
–
|
|
|
1399
|
WealthCollab
Bellevue,
Washington
|
$187K
|
–
|
–
|
–
|
|
|
1400
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$182K
|
-$18.1K
|
-292
|
-9%
|
|
