|
1526
|
Tru Independence Asset Management 2
Portland,
Oregon
|
$316K
|
–
|
–
|
–
|
|
|
1527
|
Diversified Enterprises
Wilmington,
Delaware
|
$315K
|
-$12.4K
|
-135
|
-4%
|
|
|
1528
|
Centaurus Financial
Anaheim,
California
|
$315K
|
+$132K
|
+1,438
|
+67%
|
|
|
1529
|
Chilton Investment Company
Stamford,
Connecticut
|
$315K
|
-$515K
|
-5,615
|
-61%
|
|
|
1530
|
Caldwell Sutter Capital
Sausalito,
California
|
$314K
|
–
|
–
|
–
|
|
|
1531
|
LifeGoal Wealth Advisors
Saratoga Springs,
New York
|
$313K
|
+$57.8K
|
+630
|
+22%
|
|
|
1532
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$313K
|
-$43.5K
|
-474
|
-12%
|
|
|
1533
|
Integrity Wealth Solutions
Denver,
Colorado
|
$312K
|
+$2.75K
|
+30
|
+0.9%
|
|
|
1534
|
Mairs & Power Inc
St Paul,
Minnesota
|
$311K
|
–
|
–
|
–
|
|
|
1535
|
Inspire Advisors
Meridian,
Idaho
|
$311K
|
+$323K
|
+3,523
|
New
|
|
|
1536
|
Lyell Wealth Management
Menlo Park,
California
|
$310K
|
–
|
–
|
–
|
|
|
1537
|
Blue Capital Inc
Omaha,
Nebraska
|
$309K
|
-$15.4K
|
-168
|
-5%
|
|
|
1538
|
JPL Wealth Management
Highlands Ranch,
Colorado
|
$309K
|
+$322K
|
+3,509
|
New
|
|
|
1539
|
Geneva Partners
Lake Geneva,
Wisconsin
|
$309K
|
-$67.1K
|
-731
|
-17%
|
|
|
1540
|
SMART Wealth
Omaha,
Nebraska
|
$308K
|
+$29.9K
|
+326
|
+10%
|
|
|
1541
|
PGIM Custom Harvest
Newark,
New Jersey
|
$308K
|
+$320K
|
+3,488
|
New
|
|
|
1542
|
Tidemark
San Diego,
California
|
$307K
|
+$320K
|
+3,487
|
New
|
|
|
1543
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$307K
|
–
|
–
|
–
|
|
|
1544
|
Jackson Wealth Management
Lake Mary,
Florida
|
$307K
|
+$69.4K
|
+757
|
+28%
|
|
|
1545
|
Concorde Asset Management
Ann Arbor,
Michigan
|
$307K
|
-$119K
|
-1,294
|
-27%
|
|
|
1546
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$306K
|
-$13K
|
-142
|
-4%
|
|
|
1547
|
Legacy Trust
Grand Rapids,
Michigan
|
$305K
|
+$318K
|
+3,465
|
New
|
|
|
1548
|
AAFMAA Wealth Management & Trust
Fayetteville,
North Carolina
|
$305K
|
-$3.41M
|
-37,151
|
-91%
|
|
|
1549
|
Alpine Bank Wealth Management
Grand Junction,
Colorado
|
$305K
|
–
|
–
|
–
|
|
|
1550
|
Centric Wealth Management
Chicago,
Illinois
|
$303K
|
-$1.19K
|
-13
|
-0.4%
|
|
