|
2801
|
Silver Lake Advisory
Cottonwood Heights,
Utah
|
$2.95M
|
-$30.3K
|
-141
|
-1%
|
|
|
2802
|
Covenant Multifamily Offices
San Antonio,
Texas
|
$2.95M
|
+$224K
|
+1,043
|
+9%
|
|
|
2803
|
Jeppson Wealth Management
Manhattan Beach,
California
|
$2.94M
|
-$12.9K
|
-60
|
-0.5%
|
|
|
2804
|
Orrstown Financial Services
Harrisburg,
Pennsylvania
|
$2.94M
|
-$337K
|
-1,565
|
-11%
|
|
|
2805
|
Modus Advisors
Excelsior,
Minnesota
|
$2.94M
|
+$215K
|
+1,000
|
+8%
|
|
|
2806
|
Iconiq Capital
San Francisco,
California
|
$2.92M
|
–
|
–
|
–
|
|
|
2807
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$2.92M
|
+$2.82M
|
+13,118
|
New
|
|
|
2808
|
Curated Wealth Partners
El Segundo,
California
|
$2.9M
|
+$2.8M
|
+13,026
|
New
|
|
|
2809
|
Cardinal Strategic Wealth Guidance
Louisville,
Kentucky
|
$2.89M
|
-$10.5K
|
-49
|
-0.4%
|
|
|
2810
|
Seelaus Asset Management
Chatham,
New Jersey
|
$2.89M
|
-$162K
|
-755
|
-5%
|
|
|
2811
|
Orion Capital Management
Coronado,
California
|
$2.89M
|
+$2.9M
|
+13,495
|
New
|
|
|
2812
|
Royal Harbor Partners
Houston,
Texas
|
$2.89M
|
-$240K
|
-1,116
|
-8%
|
|
|
2813
|
Global Financial Private Client
Sarasota,
Florida
|
$2.88M
|
+$80.8K
|
+376
|
+3%
|
|
|
2814
|
Colonial River Investments
Midlothian,
Virginia
|
$2.88M
|
+$2.54M
|
+11,810
|
New
|
|
|
2815
|
Seneca House Advisors
Richmond,
Virginia
|
$2.88M
|
-$105K
|
-490
|
-4%
|
|
|
2816
|
PDS Planning
Dublin,
Ohio
|
$2.87M
|
+$119K
|
+552
|
+4%
|
|
|
2817
|
Wealth Architects
Mountain View,
California
|
$2.87M
|
-$200K
|
-929
|
-7%
|
|
|
2818
|
LifeSteps Financial
Claremont,
California
|
$2.86M
|
+$35.5K
|
+165
|
+1%
|
|
|
2819
|
Corda Investment Management
Houston,
Texas
|
$2.86M
|
-$32.3K
|
-150
|
-1%
|
|
|
2820
|
Ifrah Financial Services
Little Rock,
Arkansas
|
$2.86M
|
+$155K
|
+723
|
+6%
|
|
|
2821
|
Islay Capital Management
Lubbock,
Texas
|
$2.86M
|
–
|
–
|
–
|
|
|
2822
|
Hemington Wealth Management
Falls Church,
Virginia
|
$2.86M
|
+$2.76M
|
+12,856
|
New
|
|
|
2823
|
Cox Capital Management
Andover,
Massachusetts
|
$2.85M
|
+$131K
|
+611
|
+5%
|
|
|
2824
|
Weaver Consulting Group
Huntington Beach,
California
|
$2.85M
|
+$2.15K
|
+10
|
+0.1%
|
|
|
2825
|
Lenox Wealth Advisors
New York
|
$2.85M
|
-$111K
|
-515
|
-4%
|
|
