|
1026
|
Westerkirk Capital
Victoria,
|
$255K
|
+$269K
|
+4,600
|
New
|
|
|
1027
|
VestGen Advisors
Inverness,
Illinois
|
$255K
|
-$183K
|
-3,121
|
-40%
|
|
|
1028
|
Winthrop Capital Management
Carmel,
Indiana
|
$255K
|
+$43.4K
|
+741
|
+19%
|
|
|
1029
|
|
$253K
|
-$35.7K
|
-610
|
-12%
|
|
|
1030
|
Verus Capital Partners
Scottsdale,
Arizona
|
$251K
|
-$85.1K
|
-1,454
|
-24%
|
|
|
1031
|
Foster Dykema Cabot & Partners
Waltham,
Massachusetts
|
$251K
|
–
|
–
|
–
|
|
|
1032
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$251K
|
+$265K
|
+4,520
|
New
|
|
|
1033
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$250K
|
+$3.63K
|
+62
|
+1%
|
|
|
1034
|
Atlas Brown
Louisville,
Kentucky
|
$250K
|
-$265K
|
-4,526
|
-50%
|
|
|
1035
|
Knights of Columbus Asset Advisors
New Haven,
Connecticut
|
$249K
|
+$6.26K
|
+107
|
+2%
|
|
|
1036
|
Chevy Chase Trust
Bethesda,
Maryland
|
$247K
|
+$44.1K
|
+753
|
+20%
|
|
|
1037
|
Wimmer Associates 1
Pasadena,
California
|
$246K
|
–
|
–
|
–
|
|
|
1038
|
Simplicity Wealth
Summit,
New Jersey
|
$245K
|
+$58.1K
|
+992
|
+29%
|
|
|
1039
|
Spire Wealth Management
Mclean,
Virginia
|
$244K
|
-$311K
|
-5,316
|
-55%
|
|
|
1040
|
Telos Capital Management
San Diego,
California
|
$244K
|
+$258K
|
+4,402
|
New
|
|
|
1041
|
Signature Wealth Management Partners
Montvale,
New Jersey
|
$243K
|
+$80.9K
|
+1,382
|
+46%
|
|
|
1042
|
Caitong International Asset Management
Hong Kong
|
$243K
|
+$256K
|
+4,378
|
New
|
|
|
1043
|
Strategy Asset Managers
Pasadena,
California
|
$242K
|
+$16.4K
|
+280
|
+7%
|
|
|
1044
|
Brucke Financial
Indianapolis,
Indiana
|
$242K
|
-$61.5K
|
-1,051
|
-18%
|
|
|
1045
|
Leo Wealth LLC
Hurst,
Texas
|
$241K
|
-$76.8K
|
-1,312
|
-23%
|
|
|
1046
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$241K
|
+$21.7K
|
+370
|
+9%
|
|
|
1047
|
Avaii Wealth Management
Appleton,
Wisconsin
|
$241K
|
+$254K
|
+4,339
|
New
|
|
|
1048
|
Painted Porch Advisors
Santa Barbara,
California
|
$239K
|
-$5.85K
|
-100
|
-2%
|
|
|
1049
|
Beacon Financial Group
Dallas,
Texas
|
$239K
|
+$10.4K
|
+178
|
+4%
|
|
|
1050
|
BIP Wealth
Atlanta,
Georgia
|
$238K
|
+$46.5K
|
+795
|
+23%
|
|
