|
1826
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$572K
|
+$45K
|
+284
|
+9%
|
|
|
1827
|
Biltmore Family Office
Charlotte,
North Carolina
|
$572K
|
-$1.3M
|
-8,188
|
-70%
|
|
|
1828
|
Clarendon Private
Boston,
Massachusetts
|
$571K
|
–
|
–
|
–
|
|
|
1829
|
Versant Capital Management
Phoenix,
Arizona
|
$570K
|
-$179K
|
-1,126
|
-25%
|
|
|
1830
|
Cromwell Holdings
Jackson,
Wyoming
|
$569K
|
–
|
–
|
–
|
|
|
1831
|
Qsemble Capital Management
New York
|
$569K
|
-$3.48M
|
-21,948
|
-87%
|
|
|
1832
|
Taylor Financial Group
Roanoke,
Virginia
|
$568K
|
-$15.1K
|
-95
|
-3%
|
|
|
1833
|
Smith Thornton Advisors
Huntsville,
Alabama
|
$567K
|
+$2.85K
|
+18
|
+0.5%
|
|
|
1834
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$567K
|
+$540K
|
+3,407
|
New
|
|
|
1835
|
Fayez Sarofim & Co
Houston,
Texas
|
$566K
|
-$87.2K
|
-550
|
-14%
|
|
|
1836
|
Opal Wealth Advisors
Jericho,
New York
|
$564K
|
-$1.27K
|
-8
|
-0.2%
|
|
|
1837
|
LifeSteps Financial
Claremont,
California
|
$564K
|
+$952
|
+6
|
+0.2%
|
|
|
1838
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$563K
|
+$2.54K
|
+16
|
+0.5%
|
|
|
1839
|
CVA Family Office
Denver,
Colorado
|
$563K
|
-$12.5K
|
-79
|
-2%
|
|
|
1840
|
Cheviot Value Management
Beverly Hills,
California
|
$562K
|
-$7.93K
|
-50
|
-2%
|
|
|
1841
|
Sonoma Allocations
Santa Rosa,
California
|
$562K
|
+$543K
|
+3,423
|
New
|
|
|
1842
|
Sivia Capital Partners
Mill Valley,
California
|
$561K
|
+$7.46K
|
+47
|
+1%
|
|
|
1843
|
Martin Capital Advisors
San Antonio,
Texas
|
$561K
|
–
|
–
|
–
|
|
|
1844
|
Tactive Advisors
Jacksonville,
Florida
|
$559K
|
-$123K
|
-778
|
-19%
|
|
|
1845
|
Patrick M. Sweeney & Associates
Libertyville,
Illinois
|
$558K
|
+$4.92K
|
+31
|
+0.9%
|
|
|
1846
|
Colonial River Investments
Midlothian,
Virginia
|
$558K
|
+$19.7K
|
+124
|
+4%
|
|
|
1847
|
Barry Investment Advisors
New Bedford,
Massachusetts
|
$558K
|
-$51.2K
|
-323
|
-9%
|
|
|
1848
|
Alliance Wealth Advisors (Pennsylvania)
Scranton,
Pennsylvania
|
$556K
|
-$793
|
-5
|
-0.1%
|
|
|
1849
|
Cantor Fitzgerald Investment Advisors
New York
|
$556K
|
-$12.7K
|
-80
|
-2%
|
|
|
1850
|
WealthTrust Axiom
Wayne,
Pennsylvania
|
$555K
|
+$317
|
+2
|
+0.1%
|
|
