|
951
|
One Wealth Management Investment & Advisory Services
Miami Beach,
Florida
|
$205K
|
-$12.9K
|
-28
|
-5%
|
|
|
952
|
Adell Harriman & Carpenter
Houston,
Texas
|
$205K
|
–
|
–
|
–
|
|
|
953
|
First Trust Investment Solutions
Naples,
Florida
|
$205K
|
+$243K
|
+525
|
New
|
|
|
954
|
Plum Street Advisors
New Orleans,
Louisiana
|
$204K
|
+$347K
|
+751
|
New
|
|
|
955
|
Summit Trail Advisors
New York
|
$203K
|
+$240K
|
+519
|
New
|
|
|
956
|
Weatherly Asset Management
Del Mar,
California
|
$202K
|
–
|
–
|
–
|
|
|
957
|
Stonegate Investment Group
Birmingham,
Alabama
|
$202K
|
–
|
–
|
–
|
|
|
958
|
Excalibur Management
Waltham,
Massachusetts
|
$202K
|
–
|
–
|
–
|
|
|
959
|
SFMG Wealth Advisors
Plano,
Texas
|
$202K
|
+$462
|
+1
|
+0.2%
|
|
|
960
|
Fortis Capital Management
Bellevue,
Washington
|
$201K
|
+$8.32K
|
+18
|
+4%
|
|
|
961
|
Vantage Consulting Group
Virginia Beach,
Virginia
|
$201K
|
-$27.7K
|
-60
|
-10%
|
|
|
962
|
Fiduciary Family Office
Boca Raton,
Florida
|
$201K
|
+$42.5K
|
+92
|
+22%
|
|
|
963
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$194K
|
-$57.8K
|
-125
|
-19%
|
|
|
964
|
North Star Investment Management
Chicago,
Illinois
|
$191K
|
–
|
–
|
–
|
|
|
965
|
|
$191K
|
-$31K
|
-67
|
-12%
|
|
|
966
|
Icon Wealth Advisors
Houston,
Texas
|
$189K
|
+$1.85K
|
+4
|
+0.8%
|
|
|
967
|
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
$187K
|
+$221K
|
+478
|
New
|
|
|
968
|
GAMMA Investing
Foster City,
California
|
$184K
|
+$3.24K
|
+7
|
+2%
|
|
|
969
|
Creative Capital Management Investments
San Diego,
California
|
$179K
|
-$30.5K
|
-66
|
-13%
|
|
|
970
|
CoreCap Advisors
Southfield,
Michigan
|
$174K
|
-$52.2K
|
-113
|
-20%
|
|
|
971
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
$171K
|
–
|
–
|
–
|
|
|
972
|
Venturi Wealth Management
Austin,
Texas
|
$168K
|
-$5.55K
|
-12
|
-3%
|
|
|
973
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$165K
|
–
|
–
|
–
|
|
|
974
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$164K
|
–
|
–
|
–
|
|
|
975
|
Private Trust Company
Cleveland,
Ohio
|
$163K
|
+$51.8K
|
+112
|
+37%
|
|
