|
2076
|
Alpha Family Trust
Los Angeles,
California
|
$398K
|
–
|
–
|
–
|
|
|
2077
|
Flywheel Private Wealth
Los Altos,
California
|
$398K
|
+$415K
|
+3,439
|
New
|
|
|
2078
|
Boston Partners
Boston,
Massachusetts
|
$398K
|
-$2.42K
|
-20
|
-0.6%
|
|
|
2079
|
Executive Wealth Management
Brighton,
Michigan
|
$397K
|
+$44.9K
|
+372
|
+12%
|
|
|
2080
|
The Family Firm
Bethesda,
Maryland
|
$397K
|
-$12.2K
|
-101
|
-3%
|
|
|
2081
|
New Vernon Capital Holdings II
Morristown,
New Jersey
|
$395K
|
-$60.2K
|
-498
|
-13%
|
|
|
2082
|
Heritage Investment Group
Pompano Beach,
Florida
|
$395K
|
–
|
–
|
–
|
|
|
2083
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$394K
|
+$5.32K
|
+44
|
+1%
|
|
|
2084
|
Leelyn Smith
Geneva,
Illinois
|
$394K
|
+$1.45K
|
+12
|
+0.4%
|
|
|
2085
|
AllSquare Wealth Management
Albany,
New York
|
$394K
|
–
|
–
|
–
|
|
|
2086
|
BSW Wealth Partners
Boulder,
Colorado
|
$393K
|
+$125K
|
+1,035
|
+44%
|
|
|
2087
|
Legacy Private Trust
Neenah,
Wisconsin
|
$393K
|
+$411K
|
+3,398
|
New
|
|
|
2088
|
WNY Asset Management
Williamsville,
New York
|
$393K
|
-$16.6K
|
-137
|
-4%
|
|
|
2089
|
DF Dent & Co
Baltimore,
Maryland
|
$391K
|
-$2.05K
|
-17
|
-0.5%
|
|
|
2090
|
Mezzasalma Advisors
Tinton Falls,
New Jersey
|
$391K
|
+$85.8K
|
+710
|
+27%
|
|
|
2091
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$391K
|
-$2.78K
|
-23
|
-0.7%
|
|
|
2092
|
Quantum Financial Advisors
El Segundo,
California
|
$389K
|
–
|
–
|
–
|
|
|
2093
|
Financial Life Planners
Tempe,
Arizona
|
$389K
|
+$406K
|
+3,358
|
New
|
|
|
2094
|
Sequent Planning
Omaha,
Nebraska
|
$388K
|
+$5.56K
|
+46
|
+1%
|
|
|
2095
|
Core Alternative Capital
Peachtree Corners,
Georgia
|
$387K
|
+$9.54K
|
+79
|
+2%
|
|
|
2096
|
Caldwell Sutter Capital
Sausalito,
California
|
$386K
|
+$2.17K
|
+18
|
+0.5%
|
|
|
2097
|
Schulhoff & Co
Cincinnati,
Ohio
|
$386K
|
–
|
–
|
–
|
|
|
2098
|
Principal Street Partners
Memphis,
Tennessee
|
$384K
|
+$13.3K
|
+110
|
+3%
|
|
|
2099
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$384K
|
+$45.7K
|
+378
|
+13%
|
|
|
2100
|
Bay Rivers Group
Williamsburg,
Virginia
|
$380K
|
–
|
–
|
–
|
|
