|
1351
|
Cooper Financial Group
Irvine,
California
|
$313K
|
+$40.1K
|
+65
|
+15%
|
|
|
1352
|
Carmel Capital Partners
San Diego,
California
|
$313K
|
+$301K
|
+487
|
New
|
|
|
1353
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$311K
|
–
|
–
|
–
|
|
|
1354
|
Summit Financial
Parsippany,
New Jersey
|
$309K
|
+$38.3K
|
+62
|
+15%
|
|
|
1355
|
Koshinski Asset Management
Decatur,
Illinois
|
$308K
|
-$617
|
-1
|
-0.2%
|
|
|
1356
|
Kaizen Financial Strategies
Campbell,
California
|
$307K
|
-$6.79K
|
-11
|
-2%
|
|
|
1357
|
Ilmarinen Mutual Pension Insurance
Helsinki,
Finland
|
$307K
|
+$294K
|
+477
|
New
|
|
|
1358
|
Independent Financial Group
San Diego,
California
|
$304K
|
-$103K
|
-167
|
-26%
|
|
|
1359
|
Teamwork Financial Advisors
San Antonio,
Texas
|
$304K
|
-$59.9K
|
-97
|
-17%
|
|
|
1360
|
Sloy Dahl & Holst
Vancouver,
Washington
|
$304K
|
–
|
–
|
–
|
|
|
1361
|
Matthew Hamilton Rosenberg
|
$304K
|
+$4.94K
|
+8
|
+2%
|
|
|
1362
|
Bordeaux Wealth Advisors
Menlo Park,
California
|
$304K
|
+$292K
|
+473
|
New
|
|
|
1363
|
Marotta Asset Management
Charlottesville,
Virginia
|
$303K
|
-$25.3K
|
-41
|
-8%
|
|
|
1364
|
Donor Advised Charitable Giving
San Francisco,
California
|
$302K
|
–
|
–
|
–
|
|
|
1365
|
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
$302K
|
–
|
–
|
–
|
|
|
1366
|
Linscomb Wealth
Houston,
Texas
|
$302K
|
+$33.3K
|
+54
|
+13%
|
|
|
1367
|
IMPACTfolio
Denver,
Colorado
|
$302K
|
+$290K
|
+469
|
New
|
|
|
1368
|
ARS Investment Partners
New York
|
$300K
|
–
|
–
|
–
|
|
|
1369
|
Sandy Spring Bank
Olney,
Maryland
|
$300K
|
–
|
–
|
–
|
|
|
1370
|
Eagle Bay Advisors
New York
|
$298K
|
-$59.9K
|
-97
|
-17%
|
|
|
1371
|
Waverly Advisors
Birmingham,
Alabama
|
$298K
|
-$16.1K
|
-26
|
-4%
|
|
|
1372
|
Bickling Financial Services
Lexington,
Massachusetts
|
$298K
|
–
|
–
|
–
|
|
|
1373
|
Cambridge Trust
Cambridge,
Massachusetts
|
$297K
|
+$285K
|
+461
|
New
|
|
|
1374
|
OneAscent Financial Services
Birmingham,
Alabama
|
$297K
|
+$285K
|
+462
|
New
|
|
|
1375
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$294K
|
–
|
–
|
–
|
|
