|
4001
|
Twin City Private Wealth
Winston-Salem,
North Carolina
|
$2.46M
|
+$2.37M
|
+5,845
|
New
|
|
|
4002
|
Richardson Financial Services
Medway,
Massachusetts
|
$2.46M
|
+$76.1K
|
+188
|
+3%
|
|
|
4003
|
Granite Harbor Advisors
Houston,
Texas
|
$2.45M
|
+$184K
|
+455
|
+8%
|
|
|
4004
|
Cognios Beta Neutral Large Cap Fund
Prairie Village,
Kansas
|
$2.45M
|
–
|
–
|
–
|
|
|
4005
|
360 Financial
Wayzata,
Minnesota
|
$2.44M
|
+$7.69K
|
+19
|
+0.3%
|
|
|
4006
|
Prepared Retirement Institute
Lansdale,
Pennsylvania
|
$2.44M
|
-$489K
|
-1,208
|
-17%
|
|
|
4007
|
Callan Family Office
Radnor,
Pennsylvania
|
$2.44M
|
-$3.31M
|
-8,188
|
-59%
|
|
|
4008
|
Index Fund Advisors
Irvine,
California
|
$2.44M
|
+$319K
|
+787
|
+16%
|
|
|
4009
|
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
$2.43M
|
-$2.58M
|
-6,367
|
-52%
|
|
|
4010
|
|
$2.43M
|
+$36.8K
|
+91
|
+2%
|
|
|
4011
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$2.43M
|
+$5.26K
|
+13
|
+0.2%
|
|
|
4012
|
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
$2.43M
|
+$1.18M
|
+2,909
|
+102%
|
|
|
4013
|
Cedar Wealth Management
Walnut Creek,
California
|
$2.43M
|
+$310K
|
+767
|
+15%
|
|
|
4014
|
G&S Capital
Denver,
Colorado
|
$2.42M
|
+$219K
|
+542
|
+10%
|
|
|
4015
|
Oakwell Private Wealth Management
Austin,
Texas
|
$2.42M
|
+$124K
|
+306
|
+6%
|
|
|
4016
|
Check Capital Management
Costa Mesa,
California
|
$2.42M
|
-$40.5K
|
-100
|
-2%
|
|
|
4017
|
Cypress Capital
Franklin,
Tennessee
|
$2.41M
|
-$29.1K
|
-72
|
-1%
|
|
|
4018
|
Lansing Street Advisors
Ambler,
Pennsylvania
|
$2.41M
|
+$472K
|
+1,167
|
+26%
|
|
|
4019
|
Intelligent Financial Strategies
Excelsior,
Minnesota
|
$2.41M
|
–
|
–
|
–
|
|
|
4020
|
Edge Financial Advisors
Wheaton,
Illinois
|
$2.41M
|
+$2.32M
|
+5,724
|
New
|
|
|
4021
|
Fielder Capital Group
Nashville,
Tennessee
|
$2.4M
|
-$53.8K
|
-133
|
-2%
|
|
|
4022
|
MorganRosel Wealth Management
Highlands Ranch,
Colorado
|
$2.4M
|
-$10.1K
|
-25
|
-0.4%
|
|
|
4023
|
Prospect Financial Services
Melville,
New York
|
$2.4M
|
+$406K
|
+1,004
|
+21%
|
|
|
4024
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$2.39M
|
+$174K
|
+430
|
+8%
|
|
|
4025
|
WMG Financial Advisors
Knoxville,
Tennessee
|
$2.39M
|
+$270K
|
+667
|
+13%
|
|
