|
2501
|
Centerpoint Advisors
Needham,
Massachusetts
|
$633K
|
–
|
–
|
–
|
|
|
2502
|
Nicholson Wealth Management Group
Charlestown,
South Carolina
|
$633K
|
+$387K
|
+700
|
+164%
|
|
|
2503
|
WESPAC Advisors
Orinda,
California
|
$632K
|
–
|
–
|
–
|
|
|
2504
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$628K
|
+$91.2K
|
+165
|
+17%
|
|
|
2505
|
TCFG Wealth Management
Laguna Niguel,
California
|
$627K
|
-$11.1K
|
-20
|
-2%
|
|
|
2506
|
Blueshift Asset Management
Red Bank,
New Jersey
|
$627K
|
+$197K
|
+357
|
+47%
|
|
|
2507
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$626K
|
+$132K
|
+238
|
+27%
|
|
|
2508
|
Willow Creek Wealth Management
Sebastopol,
California
|
$622K
|
+$11.6K
|
+21
|
+2%
|
|
|
2509
|
Foster & Motley
Cincinnati,
Ohio
|
$622K
|
+$66.9K
|
+121
|
+12%
|
|
|
2510
|
Embree Financial Group
Chicago,
Illinois
|
$621K
|
+$6.08K
|
+11
|
+1%
|
|
|
2511
|
Raab & Moskowitz Asset Management
Chatham,
New Jersey
|
$620K
|
-$4.98K
|
-9
|
-0.8%
|
|
|
2512
|
Sanders Morris Harris
Houston,
Texas
|
$620K
|
-$1.99M
|
-3,593
|
-77%
|
|
|
2513
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$619K
|
+$609K
|
+1,102
|
New
|
|
|
2514
|
Ranch Capital Advisors
Sarasota,
Florida
|
$618K
|
-$11.1K
|
-20
|
-2%
|
|
|
2515
|
Prism Advisors
Studio City,
California
|
$618K
|
–
|
–
|
–
|
|
|
2516
|
Sompo Asset Management
Tokyo,
Japan
|
$618K
|
–
|
–
|
–
|
|
|
2517
|
Ontario Teachers' Pension Plan Board
Toronto,
Ontario, Canada
|
$618K
|
+$608K
|
+1,100
|
New
|
|
|
2518
|
Schaper Benz & Wise Investment Counsel
Neenah,
Wisconsin
|
$617K
|
-$45.9K
|
-83
|
-7%
|
|
|
2519
|
TruWealth Advisors
Metairie,
Louisiana
|
$617K
|
-$16.6K
|
-30
|
-3%
|
|
|
2520
|
Boyd Watterson Asset Management
Cleveland,
Ohio
|
$616K
|
+$14.4K
|
+26
|
+2%
|
|
|
2521
|
Convergence Financial
Columbia,
Missouri
|
$613K
|
+$12.2K
|
+22
|
+2%
|
|
|
2522
|
Riverwater Partners
Milwaukee,
Wisconsin
|
$611K
|
+$44.8K
|
+81
|
+8%
|
|
|
2523
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$611K
|
-$206K
|
-372
|
-25%
|
|
|
2524
|
Baker Boyer National Bank
Walla Walla,
Washington
|
$610K
|
–
|
–
|
–
|
|
|
2525
|
Flagstone Financial Management
Lincoln,
Nebraska
|
$610K
|
–
|
–
|
–
|
|
