|
2401
|
Benin Management Corp
Wilton,
Connecticut
|
$2M
|
–
|
–
|
–
|
|
|
2402
|
Capital Square
Chattanooga,
Tennessee
|
$2M
|
-$31.9K
|
-47
|
-2%
|
|
|
2403
|
Generations Wealth LLC
Mason,
Ohio
|
$2M
|
+$1.98M
|
+2,916
|
New
|
|
|
2404
|
Thayer Partners
Wyndmoor,
Pennsylvania
|
$1.99M
|
+$1.98M
|
+2,913
|
New
|
|
|
2405
|
TritonPoint Wealth
Chevy Chase,
Maryland
|
$1.99M
|
-$10.5M
|
-15,468
|
-84%
|
|
|
2406
|
Monetary Management Group
St Louis,
Missouri
|
$1.99M
|
–
|
–
|
–
|
|
|
2407
|
Oak Harvest Investment Services
Houston,
Texas
|
$1.99M
|
+$349K
|
+514
|
+22%
|
|
|
2408
|
Whipplewood Advisors
Littleton,
Colorado
|
$1.98M
|
-$22.4K
|
-33
|
-1%
|
|
|
2409
|
Westchester Capital Management (Nebraska)
Omaha,
Nebraska
|
$1.98M
|
–
|
–
|
–
|
|
|
2410
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$1.98M
|
-$227K
|
-334
|
-10%
|
|
|
2411
|
Greenline Partners
New York
|
$1.97M
|
–
|
–
|
–
|
|
|
2412
|
True North Advisors
Dallas,
Texas
|
$1.97M
|
+$432K
|
+636
|
+28%
|
|
|
2413
|
Panagora Asset Management
Boston,
Massachusetts
|
$1.96M
|
+$97.8K
|
+144
|
+5%
|
|
|
2414
|
Plancorp LLC
Saint Louis,
Missouri
|
$1.96M
|
+$19K
|
+28
|
+1%
|
|
|
2415
|
Ehrlich Financial Group
Laguna Niguel,
California
|
$1.96M
|
-$33.3K
|
-49
|
-2%
|
|
|
2416
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$1.96M
|
+$16.3K
|
+24
|
+0.8%
|
|
|
2417
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
$1.96M
|
+$679
|
+1
|
+0%
|
|
|
2418
|
Beto Financial Group
Boise,
Idaho
|
$1.95M
|
+$1.9M
|
+2,795
|
New
|
|
|
2419
|
Parthenon LLC
Louisville,
Kentucky
|
$1.95M
|
-$25.1K
|
-37
|
-1%
|
|
|
2420
|
Rebalance
Palo Alto,
California
|
$1.94M
|
+$14.9K
|
+22
|
+0.8%
|
|
|
2421
|
Goodwin Investment Advisory
Woodstock,
Georgia
|
$1.93M
|
-$90.3K
|
-133
|
-4%
|
|
|
2422
|
Round Rock Advisors
Wilton,
Connecticut
|
$1.93M
|
+$153K
|
+226
|
+9%
|
|
|
2423
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$1.93M
|
-$1.03M
|
-1,516
|
-35%
|
|
|
2424
|
Trinity Financial Advisors
Columbus,
Ohio
|
$1.92M
|
+$166K
|
+244
|
+10%
|
|
|
2425
|
F/M Investments
Washington,
District of Columbia
|
$1.92M
|
-$12.9K
|
-19
|
-0.7%
|
|
