|
1001
|
Biltmore Family Office
Charlotte,
North Carolina
|
$1.71K
|
+$1.72K
|
+18
|
New
|
|
|
1002
|
Estate Planners Group
Yardley,
Pennsylvania
|
$1.69K
|
+$1.72K
|
+18
|
New
|
|
|
1003
|
Caitlin John
Brighton,
Michigan
|
$1.52K
|
–
|
–
|
–
|
|
|
1004
|
Curio Wealth
Annapolis,
Maryland
|
$1.43K
|
+$1.43K
|
+15
|
New
|
|
|
1005
|
Chelsea Counsel Company
Los Angeles,
California
|
$1.43K
|
–
|
–
|
–
|
|
|
1006
|
First Horizon Corporation
Memphis,
Tennessee
|
$1.43K
|
-$81.1K
|
-850
|
-98%
|
|
|
1007
|
Eukles Asset Management
Cincinnati,
Ohio
|
$1.33K
|
–
|
–
|
–
|
|
|
1008
|
Fortis Group Advisors
Westwood,
New Jersey
|
$1.33K
|
–
|
–
|
–
|
|
|
1009
|
Bogart Wealth LLC
Mclean,
Virginia
|
$1.24K
|
-$95
|
-1
|
-7%
|
|
|
1010
|
FWL Investment Management
Dallas,
Texas
|
$1.05K
|
–
|
–
|
–
|
|
|
1011
|
Richard Bernstein Advisors
New York
|
$1.03K
|
-$95
|
-1
|
-9%
|
|
|
1012
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$1K
|
+$1.24K
|
+13
|
New
|
|
|
1013
|
Provenance Wealth Advisors
Fort Lauderdale,
Florida
|
$952
|
–
|
–
|
–
|
|
|
1014
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$572
|
-$3.43K
|
-36
|
-86%
|
|
|
1015
|
Grand Wealth Management
Grand Rapids,
Michigan
|
$571
|
+$572
|
+6
|
New
|
|
|
1016
|
PFS Partners
Mine Hill,
New Jersey
|
$477
|
–
|
–
|
–
|
|
|
1017
|
Creative Capital Management Investments
San Diego,
California
|
$381
|
+$382
|
+4
|
New
|
|
|
1018
|
Godfrey Financial Associates
Glenmont,
New York
|
$322
|
+$30.7K
|
+322
|
New
|
|
|
1019
|
Cheviot Value Management
Beverly Hills,
California
|
$287
|
–
|
–
|
–
|
|
|
1020
|
Harbor Asset Planning
Belmont,
Massachusetts
|
$286
|
+$286
|
+3
|
New
|
|
|
1021
|
Imprint Wealth
Mount Pleasant,
South Carolina
|
$95
|
-$95
|
-1
|
-50%
|
|
|
1022
|
Ares Financial Consulting
Calabasas,
California
|
$94
|
+$95
|
+1
|
New
|
|
|
1023
|
Holos Integrated Wealth
Kennett Square,
Pennsylvania
|
$19
|
–
|
–
|
–
|
|
|
1024
|
Cerity Partners OCIO
New York
|
–
|
-$35.7M
|
-375,228
|
Closed
|
|
|
1025
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$11.1M
|
-116,131
|
Closed
|
|
