|
1301
|
O'Keefe Stevens Advisory
Rochester,
New York
|
$210K
|
+$210K
|
+1,373
|
New
|
|
|
1302
|
Muirfield Wealth Advisors
Charlotte,
North Carolina
|
$209K
|
+$210K
|
+1,371
|
New
|
|
|
1303
|
Moment Partners
San Francisco,
California
|
$209K
|
+$209K
|
+1,365
|
New
|
|
|
1304
|
TrustBank
Olney,
Illinois
|
$208K
|
–
|
–
|
–
|
|
|
1305
|
LVW Advisors
Pittsford,
New York
|
$208K
|
+$209K
|
+1,361
|
New
|
|
|
1306
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$208K
|
+$208K
|
+1,360
|
New
|
|
|
1307
|
Noesis Capital Mangement
Boca Raton,
Florida
|
$208K
|
+$208K
|
+1,360
|
New
|
|
|
1308
|
Retirement Planning Company of New England
Warwick,
Rhode Island
|
$207K
|
+$208K
|
+1,356
|
New
|
|
|
1309
|
Nisa Investment Advisors
St. Louis,
Missouri
|
$207K
|
+$8.28K
|
+54
|
+4%
|
|
|
1310
|
Willis Johnson & Associates
Houston,
Texas
|
$207K
|
+$207K
|
+1,353
|
New
|
|
|
1311
|
American Trust Investment Advisors
Lebanon,
New Hampshire
|
$205K
|
+$206K
|
+1,345
|
New
|
|
|
1312
|
GHP Investment Advisors
Denver,
Colorado
|
$205K
|
+$5.37K
|
+35
|
+3%
|
|
|
1313
|
Matthew Hamilton Rosenberg
|
$205K
|
–
|
–
|
–
|
|
|
1314
|
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
$205K
|
+$206K
|
+1,341
|
New
|
|
|
1315
|
Bluebird Wealth Management
Medfield,
Massachusetts
|
$204K
|
+$205K
|
+1,335
|
New
|
|
|
1316
|
Mitsubishi UFJ Asset Management
Tokyo,
Japan
|
$204K
|
-$5.06K
|
-33
|
-2%
|
|
|
1317
|
Warren Street Wealth Advisors
Newport Beach,
California
|
$204K
|
+$204K
|
+1,333
|
New
|
|
|
1318
|
KPP Advisory Services
Louisville,
Kentucky
|
$203K
|
+$204K
|
+1,331
|
New
|
|
|
1319
|
Urban Wealth Management
El Segundo,
California
|
$203K
|
+$204K
|
+1,329
|
New
|
|
|
1320
|
Pathfinder Wealth Consulting
Wilmington,
North Carolina
|
$203K
|
+$203K
|
+1,327
|
New
|
|
|
1321
|
PlanVest Financial
Gaithersburg,
Maryland
|
$203K
|
+$203K
|
+1,326
|
New
|
|
|
1322
|
Patron Partners
Houston,
Texas
|
$202K
|
+$203K
|
+1,325
|
New
|
|
|
1323
|
American Trust
Lexington,
Kentucky
|
$202K
|
+$203K
|
+1,322
|
New
|
|
|
1324
|
Everhart Financial Group
Dublin,
Ohio
|
$202K
|
+$202K
|
+1,321
|
New
|
|
|
1325
|
Private Wealth Partners
Mill Valley,
California
|
$200K
|
-$76.6K
|
-500
|
-28%
|
|
