|
2901
|
Sunesis Advisors
Overland Park,
Kansas
|
$619K
|
+$637K
|
+14,220
|
New
|
|
|
2902
|
Smallwood Wealth Investment Management
Red Bank,
New Jersey
|
$618K
|
-$46.1K
|
-1,030
|
-7%
|
|
|
2903
|
Heritage Financial Services
Westwood,
Massachusetts
|
$618K
|
+$65.9K
|
+1,470
|
+12%
|
|
|
2904
|
Engrave Wealth Partners
The Woodlands,
Texas
|
$617K
|
+$341K
|
+7,610
|
+116%
|
|
|
2905
|
Noesis Capital Mangement
Boca Raton,
Florida
|
$614K
|
–
|
–
|
–
|
|
|
2906
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$614K
|
+$21.5K
|
+480
|
+4%
|
|
|
2907
|
Horizon Kinetics Asset Management
New York
|
$613K
|
-$4.48K
|
-100
|
-0.7%
|
|
|
2908
|
Windsor Wealth Management
Indianapolis,
Indiana
|
$613K
|
-$94.5K
|
-2,110
|
-13%
|
|
|
2909
|
One Wealth Advisors
San Francisco,
California
|
$613K
|
+$6.72K
|
+150
|
+1%
|
|
|
2910
|
Strata Wealth Advisors
Dallas,
Texas
|
$612K
|
+$630K
|
+14,070
|
New
|
|
|
2911
|
Campbell Wealth Management
Alexandria,
Virginia
|
$612K
|
+$246K
|
+5,480
|
+64%
|
|
|
2912
|
Kapstone Financial Advisors
Lebanon,
Ohio
|
$611K
|
-$13.9K
|
-310
|
-2%
|
|
|
2913
|
Trinity Financial Advisors
Columbus,
Ohio
|
$609K
|
-$448K
|
-9,990
|
-42%
|
|
|
2914
|
Impala Asset Management
Palm Beach,
Florida
|
$609K
|
+$627K
|
+14,000
|
New
|
|
|
2915
|
Sterling Financial Group
Pasadena,
California
|
$605K
|
-$17.9K
|
-400
|
-3%
|
|
|
2916
|
DBK Financial Counsel
Cuyahoga Falls,
Ohio
|
$605K
|
+$342K
|
+7,640
|
+122%
|
|
|
2917
|
Vance Wealth
Santa Clarita,
California
|
$604K
|
-$22.4K
|
-500
|
-3%
|
|
|
2918
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$600K
|
-$659K
|
-14,710
|
-52%
|
|
|
2919
|
Wright Investors Service
Shelton,
Connecticut
|
$599K
|
-$767K
|
-17,110
|
-55%
|
|
|
2920
|
Riverview Trust Company
Vancouver,
Washington
|
$599K
|
–
|
–
|
–
|
|
|
2921
|
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
|
$598K
|
+$67.2K
|
+1,500
|
+12%
|
|
|
2922
|
KilterHowling LLC
Boulder,
Colorado
|
$596K
|
-$6.27K
|
-140
|
-1%
|
|
|
2923
|
Absoluto Partners Gestao de Recursos
Leblon, Rio De Janeiro, Rj,
Brazil
|
$593K
|
+$611K
|
+13,630
|
New
|
|
|
2924
|
Lazard Frères Gestion
Paris,
France
|
$592K
|
-$2.24K
|
-50
|
-0.4%
|
|
|
2925
|
Addison Advisors
Middlebury,
Vermont
|
$591K
|
+$38.5K
|
+860
|
+7%
|
|
