|
4501
|
Kooman & Associates
Altoona,
Pennsylvania
|
$1.39M
|
-$94K
|
-220
|
-6%
|
|
|
4502
|
Cassia Capital Partners
Winston Salem,
North Carolina
|
$1.39M
|
-$53K
|
-124
|
-4%
|
|
|
4503
|
MGO Private Wealth
Irvine,
California
|
$1.39M
|
-$783K
|
-1,832
|
-36%
|
|
|
4504
|
MMA Asset Management
Conshohocken,
Pennsylvania
|
$1.39M
|
+$487K
|
+1,139
|
+44%
|
|
|
4505
|
Elite Life Management
Sarasota,
Florida
|
$1.38M
|
+$25.6K
|
+60
|
+2%
|
|
|
4506
|
Dougherty Wealth Advisers
Wayzata,
Minnesota
|
$1.38M
|
-$32.1K
|
-75
|
-2%
|
|
|
4507
|
May Barnhard Investments
Bethesda,
Maryland
|
$1.38M
|
+$12K
|
+28
|
+0.9%
|
|
|
4508
|
Cypress Point Wealth Management
Dallas,
Texas
|
$1.38M
|
+$10.7K
|
+25
|
+0.8%
|
|
|
4509
|
One Plus One Wealth Management
Jupiter,
Florida
|
$1.38M
|
-$284K
|
-664
|
-17%
|
|
|
4510
|
Shelton Wealth Management
Fort Worth,
Texas
|
$1.38M
|
+$29.1K
|
+68
|
+2%
|
|
|
4511
|
Live Oak Investment Partners
Austin,
Texas
|
$1.38M
|
–
|
–
|
–
|
|
|
4512
|
Trinity Financial Advisors
Columbus,
Ohio
|
$1.38M
|
+$43.2K
|
+101
|
+3%
|
|
|
4513
|
WorthPointe
La Jolla,
California
|
$1.37M
|
+$127K
|
+298
|
+10%
|
|
|
4514
|
Basepoint Wealth
Cedar Rapids,
Iowa
|
$1.37M
|
-$183K
|
-428
|
-12%
|
|
|
4515
|
Brightwater Advisory
Tampa,
Florida
|
$1.37M
|
-$12.3M
|
-28,682
|
-90%
|
|
|
4516
|
Aufman Associates
Sewickley,
Pennsylvania
|
$1.37M
|
+$340K
|
+795
|
+33%
|
|
|
4517
|
FreeGulliver LLC
New Orleans,
Louisiana
|
$1.37M
|
+$451K
|
+1,055
|
+50%
|
|
|
4518
|
ArrowMark Colorado Holdings
Denver,
Colorado
|
$1.36M
|
–
|
–
|
–
|
|
|
4519
|
JBR Co Financial Management
Ardmore,
Oklahoma
|
$1.36M
|
+$64.1K
|
+150
|
+5%
|
|
|
4520
|
CPA Asset Management
West Palm Beach,
Florida
|
$1.36M
|
–
|
–
|
–
|
|
|
4521
|
WESPAC Advisors
Orinda,
California
|
$1.36M
|
-$23.1K
|
-54
|
-2%
|
|
|
4522
|
Harris Associates
Chicago,
Illinois
|
$1.36M
|
+$450K
|
+1,053
|
+50%
|
|
|
4523
|
Sightline Wealth Advisors
Groton,
Connecticut
|
$1.36M
|
+$427
|
+1
|
+0%
|
|
|
4524
|
Sage Investment Advisers
Wappingers Falls,
New York
|
$1.36M
|
-$59.8K
|
-140
|
-4%
|
|
|
4525
|
Soundwatch Capital
Rowayton,
Connecticut
|
$1.36M
|
+$1.35M
|
+3,152
|
New
|
|
