|
2301
|
J.L. Bainbridge & Co
Sarasota,
Florida
|
$203K
|
–
|
–
|
–
|
|
|
2302
|
Morton Capital Management
Calabasas,
California
|
$203K
|
-$33.2K
|
-294
|
-13%
|
|
|
2303
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$203K
|
+$113
|
+1
|
+0.1%
|
|
|
2304
|
Trust Company of the South
Greensboro,
North Carolina
|
$203K
|
–
|
–
|
–
|
|
|
2305
|
Sandbox Financial Partners
Bethesda,
Maryland
|
$202K
|
-$43.7K
|
-387
|
-17%
|
|
|
2306
|
|
$202K
|
+$2.6K
|
+23
|
+1%
|
|
|
2307
|
Gen-Wealth Partners
Zeeland,
Michigan
|
$201K
|
-$23.5K
|
-208
|
-10%
|
|
|
2308
|
ORBA Wealth Advisors
Chicago,
Illinois
|
$200K
|
-$11.3K
|
-100
|
-5%
|
|
|
2309
|
Bogart Wealth LLC
Mclean,
Virginia
|
$200K
|
+$4.4K
|
+39
|
+2%
|
|
|
2310
|
Flaharty Asset Management
Clearwater,
Florida
|
$200K
|
-$56.4K
|
-500
|
-21%
|
|
|
2311
|
LMCG Investments
Boston,
Massachusetts
|
$200K
|
-$9.37K
|
-83
|
-4%
|
|
|
2312
|
Valued Wealth Advisors
Holladay,
Utah
|
$199K
|
–
|
–
|
–
|
|
|
2313
|
Legacy Bridge
West Des Moines,
Iowa
|
$196K
|
+$26.9K
|
+238
|
+15%
|
|
|
2314
|
Frisco Financial Planning
Frisco,
Texas
|
$195K
|
+$210K
|
+1,861
|
New
|
|
|
2315
|
First Financial Corp
Terre Haute,
Indiana
|
$190K
|
–
|
–
|
–
|
|
|
2316
|
Schroder Investment Management Group
London,
United Kingdom
|
$188K
|
-$15.8M
|
-139,932
|
-99%
|
|
|
2317
|
Manchester Capital Management
Manchester,
Vermont
|
$188K
|
–
|
–
|
–
|
|
|
2318
|
Investment Research & Advisory Group
Atlanta,
Georgia
|
$186K
|
–
|
–
|
–
|
|
|
2319
|
Ballast Advisors
Woodbury,
Minnesota
|
$182K
|
-$39.7K
|
-352
|
-17%
|
|
|
2320
|
Legacy Wealth Management (Idaho)
Boise,
Idaho
|
$182K
|
+$187K
|
+1,658
|
+2,126%
|
|
|
2321
|
Independence Bank of Kentucky
Owensboro,
Kentucky
|
$178K
|
+$226
|
+2
|
+0.1%
|
|
|
2322
|
Compass Planning Associates
Greenfield,
Massachusetts
|
$178K
|
+$35.4K
|
+314
|
+23%
|
|
|
2323
|
High Note Wealth
Deephaven,
Minnesota
|
$178K
|
–
|
–
|
–
|
|
|
2324
|
Creative Capital Management Investments
San Diego,
California
|
$175K
|
+$45.1K
|
+400
|
+31%
|
|
|
2325
|
Topsail Wealth Management
Charlotte,
North Carolina
|
$175K
|
-$4.96K
|
-44
|
-3%
|
|
