|
3126
|
Olistico Wealth
Tulsa,
Oklahoma
|
$1.56M
|
–
|
–
|
–
|
|
|
3127
|
Caldwell Investment Management
Toronto,
Ontario, Canada
|
$1.56M
|
+$1.56M
|
+2,100
|
New
|
|
|
3128
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$1.56M
|
–
|
–
|
–
|
|
|
3129
|
Bluesphere Advisors
East Norriton,
Pennsylvania
|
$1.56M
|
+$14.9K
|
+20
|
+1%
|
|
|
3130
|
Mengis Capital Management
Portland,
Oregon
|
$1.56M
|
–
|
–
|
–
|
|
|
3131
|
Machina Capital
Paris,
France
|
$1.56M
|
+$1.58M
|
+2,120
|
New
|
|
|
3132
|
Sutton Place Investors
Katonah,
New York
|
$1.56M
|
+$61K
|
+82
|
+4%
|
|
|
3133
|
Murphy & Mullick Capital Management
Smithtown,
New York
|
$1.56M
|
+$118K
|
+158
|
+8%
|
|
|
3134
|
BFSG LLC
Irvine,
California
|
$1.55M
|
-$88.6K
|
-119
|
-5%
|
|
|
3135
|
Okabena Investment Services
Minneapolis,
Minnesota
|
$1.55M
|
-$1.14M
|
-1,525
|
-42%
|
|
|
3136
|
Legacy Financial Strategies
Overland Park,
Kansas
|
$1.55M
|
+$90.8K
|
+122
|
+6%
|
|
|
3137
|
PAX Financial Group
San Antonio,
Texas
|
$1.55M
|
-$99K
|
-133
|
-6%
|
|
|
3138
|
Buck Wealth Strategies
Denver,
Colorado
|
$1.55M
|
+$536K
|
+720
|
+52%
|
|
|
3139
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
$1.54M
|
+$39.4K
|
+53
|
+3%
|
|
|
3140
|
Acorn Creek Capital
Fort Collins,
Colorado
|
$1.54M
|
+$52.8K
|
+71
|
+3%
|
|
|
3141
|
Encompass Wealth Advisors
Portland,
Oregon
|
$1.54M
|
–
|
–
|
–
|
|
|
3142
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$1.54M
|
-$101K
|
-136
|
-6%
|
|
|
3143
|
|
$1.54M
|
-$149K
|
-200
|
-9%
|
|
|
3144
|
Financial Security Advisor
Virginia Beach,
Virginia
|
$1.54M
|
+$55.8K
|
+75
|
+4%
|
|
|
3145
|
Ascent Capital Management
Bend,
Oregon
|
$1.54M
|
+$32.7K
|
+44
|
+2%
|
|
|
3146
|
Oxford Asset Management
Oxford,
United Kingdom
|
$1.54M
|
+$1.56M
|
+2,096
|
New
|
|
|
3147
|
Round Rock Advisors
Wilton,
Connecticut
|
$1.54M
|
-$34.2K
|
-46
|
-2%
|
|
|
3148
|
Lee Financial
Dallas,
Texas
|
$1.54M
|
+$479K
|
+644
|
+44%
|
|
|
3149
|
Financial Management Professionals
Austin,
Texas
|
$1.54M
|
+$39.4K
|
+53
|
+3%
|
|
|
3150
|
Aletheian Wealth Advisors
Bellevue,
Washington
|
$1.53M
|
-$35.7K
|
-48
|
-2%
|
|
