|
2601
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$314K
|
–
|
–
|
–
|
|
|
2602
|
Trilogy Capital
Irvine,
California
|
$314K
|
+$13.8K
|
+155
|
+4%
|
|
|
2603
|
Winning Points Advisors
Boca Raton,
Florida
|
$313K
|
-$1.07K
|
-12
|
-0.3%
|
|
|
2604
|
Hazlett, Burt & Watson
Wheeling,
West Virginia
|
$313K
|
+$49.6K
|
+556
|
+18%
|
|
|
2605
|
|
$312K
|
-$6.07K
|
-68
|
-2%
|
|
|
2606
|
Bluesphere Advisors
East Norriton,
Pennsylvania
|
$312K
|
+$12.7K
|
+142
|
+4%
|
|
|
2607
|
Somerset Group
Wayzata,
Minnesota
|
$311K
|
–
|
–
|
–
|
|
|
2608
|
Hurlow Wealth Management Group
Bloomington,
Indiana
|
$311K
|
+$6.07K
|
+68
|
+2%
|
|
|
2609
|
Centennial Wealth Advisory
Traverse City,
Michigan
|
$311K
|
+$323K
|
+3,614
|
New
|
|
|
2610
|
Requisite Capital Management
Dallas,
Texas
|
$309K
|
–
|
–
|
–
|
|
|
2611
|
Vishria Bird Financial Group
Memphis,
Tennessee
|
$308K
|
–
|
–
|
–
|
|
|
2612
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
$308K
|
+$1.07K
|
+12
|
+0.3%
|
|
|
2613
|
Beacon Financial Strategies
Raleigh,
North Carolina
|
$308K
|
+$179
|
+2
|
+0.1%
|
|
|
2614
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$307K
|
-$361K
|
-4,048
|
-53%
|
|
|
2615
|
Tarbox Family Office
Newport Beach,
California
|
$306K
|
-$260K
|
-2,910
|
-46%
|
|
|
2616
|
Smith Shellnut Wilson
Ridgeland,
Mississippi
|
$306K
|
–
|
–
|
–
|
|
|
2617
|
Camelot Portfolios
Maumee,
Ohio
|
$305K
|
-$282K
|
-3,160
|
-47%
|
|
|
2618
|
Pasadena Private Wealth
Pasadena,
California
|
$305K
|
+$22.4K
|
+251
|
+8%
|
|
|
2619
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$305K
|
+$25K
|
+280
|
+9%
|
|
|
2620
|
AllSquare Wealth Management
Albany,
New York
|
$304K
|
–
|
–
|
–
|
|
|
2621
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$304K
|
+$8.84K
|
+99
|
+3%
|
|
|
2622
|
D'Orazio & Associates
Falls Church,
Virginia
|
$303K
|
-$4.73K
|
-53
|
-1%
|
|
|
2623
|
Baker Avenue Asset Management
San Francisco,
California
|
$302K
|
-$532K
|
-5,962
|
-63%
|
|
|
2624
|
Titleist Capital
San Antonio,
Texas
|
$302K
|
-$17.4K
|
-195
|
-5%
|
|
|
2625
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$302K
|
+$286K
|
+3,208
|
New
|
|
