|
1801
|
Sterling Group Wealth Management
Pasadena,
California
|
$345K
|
+$297K
|
+2,952
|
New
|
|
|
1802
|
StrongBox Wealth
Lee's Summit,
Missouri
|
$345K
|
+$43.8K
|
+435
|
+17%
|
|
|
1803
|
Greatmark Investment Partners
Columbus,
Georgia
|
$345K
|
–
|
–
|
–
|
|
|
1804
|
Delta Investment Management
San Francisco,
California
|
$345K
|
+$604
|
+6
|
+0.2%
|
|
|
1805
|
West Family Investments
Carlsbad,
California
|
$345K
|
-$146K
|
-1,451
|
-33%
|
|
|
1806
|
|
$344K
|
–
|
–
|
–
|
|
|
1807
|
Coastal Bridge Advisors
Westport,
Connecticut
|
$343K
|
+$35K
|
+348
|
+13%
|
|
|
1808
|
Bordeaux Wealth Advisors
Menlo Park,
California
|
$343K
|
+$15.2K
|
+151
|
+5%
|
|
|
1809
|
First Nebraska Trust
Lincoln,
Nebraska
|
$342K
|
–
|
–
|
–
|
|
|
1810
|
Moseley Investment Management
Bradenton,
Florida
|
$342K
|
-$8.36K
|
-83
|
-3%
|
|
|
1811
|
Acorn Financial Advisory Services
Reston,
Virginia
|
$342K
|
-$16.6K
|
-165
|
-5%
|
|
|
1812
|
Core Alternative Capital
Peachtree Corners,
Georgia
|
$341K
|
-$556K
|
-5,521
|
-65%
|
|
|
1813
|
MBA Advisors
Hermitage,
Pennsylvania
|
$341K
|
+$101
|
+1
|
+0%
|
|
|
1814
|
Alera Investment Advisors
Deerfield,
Illinois
|
$341K
|
-$2.01K
|
-20
|
-0.7%
|
|
|
1815
|
Coastwise Capital Group
La Jolla,
California
|
$341K
|
+$294K
|
+2,915
|
New
|
|
|
1816
|
Breakwater Capital Group
Paramus,
New Jersey
|
$338K
|
+$291K
|
+2,890
|
New
|
|
|
1817
|
Malaga Cove Capital
Pv Estates,
California
|
$336K
|
–
|
–
|
–
|
|
|
1818
|
Beese Fulmer Investment Management
Canton,
Ohio
|
$336K
|
-$105K
|
-1,042
|
-27%
|
|
|
1819
|
CM Wealth Advisors
Beachwood,
Ohio
|
$335K
|
–
|
–
|
–
|
|
|
1820
|
Nova R Wealth
Overland Park,
Kansas
|
$335K
|
+$101
|
+1
|
+0%
|
|
|
1821
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$335K
|
-$17.5K
|
-174
|
-6%
|
|
|
1822
|
Trellis Advisors
Ellensburg,
Washington
|
$335K
|
+$43.2K
|
+429
|
+18%
|
|
|
1823
|
Procyon Advisors
Shelton,
Connecticut
|
$334K
|
+$287K
|
+2,855
|
New
|
|
|
1824
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$334K
|
+$287K
|
+2,852
|
New
|
|
|
1825
|
Arvest Trust
Bartlesville,
Oklahoma
|
$332K
|
+$39.2K
|
+389
|
+16%
|
|
