|
801
|
MGO One Seven
Beachwood,
Ohio
|
$538K
|
+$105K
|
+1,162
|
+24%
|
|
|
802
|
First Nebraska Trust
Lincoln,
Nebraska
|
$535K
|
–
|
–
|
–
|
|
|
803
|
Allspring Global Investments
Charlotte,
North Carolina
|
$534K
|
+$407K
|
+4,489
|
+288%
|
|
|
804
|
Financial Advocates Investment Management
Olympia,
Washington
|
$534K
|
+$11K
|
+121
|
+2%
|
|
|
805
|
Richardson Capital Management
Menomonee Falls,
Wisconsin
|
$531K
|
–
|
–
|
–
|
|
|
806
|
TFC Financial Management
Boston,
Massachusetts
|
$530K
|
–
|
–
|
–
|
|
|
807
|
Allen Mooney & Barnes Investment Advisors
Thomasville,
Georgia
|
$530K
|
–
|
–
|
–
|
|
|
808
|
First American Trust
Santa Ana,
California
|
$530K
|
-$136K
|
-1,503
|
-20%
|
|
|
809
|
Forum Private Client Group
Fishers,
Indiana
|
$529K
|
-$89.5K
|
-986
|
-14%
|
|
|
810
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$528K
|
-$11.3K
|
-125
|
-2%
|
|
|
811
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
$527K
|
–
|
–
|
–
|
|
|
812
|
WealthShield Partners
Cary,
North Carolina
|
$527K
|
+$175K
|
+1,925
|
+48%
|
|
|
813
|
Brand Asset Management Group
Chesterfield,
Missouri
|
$525K
|
–
|
–
|
–
|
|
|
814
|
Ground Swell Capital
Folly Beach,
South Carolina
|
$523K
|
+$537K
|
+5,921
|
New
|
|
|
815
|
Bolthouse Investments
Bakersfield,
California
|
$523K
|
+$537K
|
+5,919
|
New
|
|
|
816
|
Alpha Financial Partners
Lexington,
Kentucky
|
$521K
|
+$535K
|
+5,895
|
New
|
|
|
817
|
Adero Partners
Pleasanton,
California
|
$520K
|
-$14.9K
|
-164
|
-3%
|
|
|
818
|
Trust Company of the South
Greensboro,
North Carolina
|
$520K
|
-$287K
|
-3,165
|
-35%
|
|
|
819
|
American National Bank & Trust
Wichita Falls,
Texas
|
$519K
|
–
|
–
|
–
|
|
|
820
|
CVFG LLC
Shelbyville,
Indiana
|
$517K
|
+$530K
|
+5,844
|
New
|
|
|
821
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$517K
|
–
|
–
|
–
|
|
|
822
|
James J. Burns & Company
Melville,
New York
|
$516K
|
-$83.7K
|
-922
|
-14%
|
|
|
823
|
Obsidian Personal Planning Solutions
Rockville,
Maryland
|
$514K
|
+$507K
|
+5,585
|
New
|
|
|
824
|
Sovran Advisors
San Diego,
California
|
$513K
|
+$522K
|
+5,752
|
New
|
|
|
825
|
Clarity Capital Partners
Newport Beach,
California
|
$511K
|
+$19.5K
|
+215
|
+4%
|
|
