|
2501
|
Insight Folios
Charlotte,
North Carolina
|
$725K
|
-$21.5K
|
-145
|
-3%
|
|
|
2502
|
First American Trust
Santa Ana,
California
|
$724K
|
+$292K
|
+1,971
|
+66%
|
|
|
2503
|
Ironvine Capital Partners
Omaha,
Nebraska
|
$724K
|
–
|
–
|
–
|
|
|
2504
|
Schear Investment Advisers
Cincinnati,
Ohio
|
$723K
|
+$9.92K
|
+67
|
+1%
|
|
|
2505
|
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
|
$721K
|
-$87.1K
|
-588
|
-11%
|
|
|
2506
|
Adero Partners
Pleasanton,
California
|
$721K
|
+$14.8K
|
+100
|
+2%
|
|
|
2507
|
Etesian Wealth Advisors
West Linn,
Oregon
|
$720K
|
-$13.3K
|
-90
|
-2%
|
|
|
2508
|
Proathlete Wealth Management
Boca Raton,
Florida
|
$720K
|
+$728K
|
+4,912
|
New
|
|
|
2509
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$720K
|
-$15.4K
|
-104
|
-2%
|
|
|
2510
|
Coastwise Capital Group
La Jolla,
California
|
$720K
|
+$53.8K
|
+363
|
+8%
|
|
|
2511
|
St Louis Trust
Saint Louis,
Missouri
|
$719K
|
-$91.7K
|
-619
|
-11%
|
|
|
2512
|
SSI Investment Management
Los Angeles,
California
|
$719K
|
-$2.22K
|
-15
|
-0.3%
|
|
|
2513
|
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
$719K
|
–
|
–
|
–
|
|
|
2514
|
Meridian Investment Counsel
Lafayette,
California
|
$718K
|
–
|
–
|
–
|
|
|
2515
|
Objective Capital Management
Pepper Pike,
Ohio
|
$718K
|
+$39.7K
|
+268
|
+6%
|
|
|
2516
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$717K
|
+$24.1K
|
+163
|
+3%
|
|
|
2517
|
Gould Asset Management
Claremont,
California
|
$716K
|
-$16.3K
|
-110
|
-2%
|
|
|
2518
|
Tower Wealth Partners
Lewisburg,
Pennsylvania
|
$716K
|
-$296
|
-2
|
-0%
|
|
|
2519
|
BIP Wealth
Atlanta,
Georgia
|
$715K
|
+$184K
|
+1,245
|
+34%
|
|
|
2520
|
Seamount Financial Group
Colorado Springs,
Colorado
|
$713K
|
+$721K
|
+4,867
|
New
|
|
|
2521
|
NCM Capital Management
Ramsey,
New Jersey
|
$713K
|
+$76.4K
|
+516
|
+12%
|
|
|
2522
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$712K
|
+$592
|
+4
|
+0.1%
|
|
|
2523
|
Brendel Financial Advisors
Hanover,
New Hampshire
|
$712K
|
+$720K
|
+4,859
|
New
|
|
|
2524
|
Park Place Capital
Homewood,
Alabama
|
$712K
|
-$85.5K
|
-577
|
-11%
|
|
|
2525
|
Fountainhead AM
Warren,
New Jersey
|
$711K
|
+$24.9K
|
+168
|
+4%
|
|
