|
2201
|
Evelyn Partners Asset Management
London,
|
$320K
|
+$347K
|
+4,467
|
New
|
|
|
2202
|
Saxon Interests
Houston,
Texas
|
$319K
|
+$67.7K
|
+871
|
+24%
|
|
|
2203
|
|
$318K
|
+$777
|
+10
|
+0.2%
|
|
|
2204
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$317K
|
+$8.93K
|
+115
|
+3%
|
|
|
2205
|
Angeles Wealth Management
Santa Monica,
California
|
$317K
|
+$60.2K
|
+775
|
+21%
|
|
|
2206
|
Zhang Financial
Portage,
Michigan
|
$316K
|
-$11.6K
|
-149
|
-3%
|
|
|
2207
|
Stonekeep Investments
Sante Fe,
New Mexico
|
$316K
|
-$9.94K
|
-128
|
-3%
|
|
|
2208
|
Blossom Wealth Management
San Ramon, Ca,
California
|
$315K
|
+$1.17K
|
+15
|
+0.3%
|
|
|
2209
|
Thomas Story & Son
Culver,
Indiana
|
$315K
|
-$4.27K
|
-55
|
-1%
|
|
|
2210
|
LSV Asset Management
Chicago,
Illinois
|
$315K
|
–
|
–
|
–
|
|
|
2211
|
Fortress Financial Solutions
Tucson,
Arizona
|
$315K
|
+$341K
|
+4,393
|
New
|
|
|
2212
|
Mayport LLC
Newton,
Massachusetts
|
$315K
|
-$17.9K
|
-230
|
-5%
|
|
|
2213
|
Accredited Wealth Management
Louisville,
Kentucky
|
$314K
|
+$340K
|
+4,381
|
New
|
|
|
2214
|
Israel Discount Bank of New York
New York
|
$314K
|
+$3.5K
|
+45
|
+1%
|
|
|
2215
|
Lee Financial
Dallas,
Texas
|
$313K
|
+$23.4K
|
+301
|
+7%
|
|
|
2216
|
Fairvoy Private Wealth
Birmingham,
Alabama
|
$313K
|
+$339K
|
+4,363
|
New
|
|
|
2217
|
Pinnacle Wealth Management Group
Plymouth,
Michigan
|
$312K
|
+$31.9K
|
+410
|
+10%
|
|
|
2218
|
Versant Capital Management
Phoenix,
Arizona
|
$312K
|
+$55.4K
|
+713
|
+20%
|
|
|
2219
|
GW Henssler & Associates
Kennesaw,
Georgia
|
$312K
|
–
|
–
|
–
|
|
|
2220
|
Evanson Asset Management
Carmel,
California
|
$311K
|
+$855
|
+11
|
+0.3%
|
|
|
2221
|
Code Waechter
Tampa,
Florida
|
$311K
|
-$32.2K
|
-414
|
-9%
|
|
|
2222
|
Delta Asset Management
Memphis,
Tennessee
|
$310K
|
–
|
–
|
–
|
|
|
2223
|
United Advisor Group
Cincinnati,
Ohio
|
$310K
|
+$120K
|
+1,543
|
+56%
|
|
|
2224
|
Apexium Financial
Dallas,
Texas
|
$310K
|
-$26K
|
-335
|
-7%
|
|
|
2225
|
Opes Wealth Management
Menlo Park,
California
|
$309K
|
-$7.3K
|
-94
|
-2%
|
|
