|
2051
|
Cooper Financial Group
Irvine,
California
|
$209K
|
+$220K
|
+2,126
|
New
|
|
|
2052
|
Opal Wealth Advisors
Jericho,
New York
|
$208K
|
+$219K
|
+2,120
|
New
|
|
|
2053
|
Strategic Advisors
New York
|
$208K
|
-$34.8K
|
-337
|
-14%
|
|
|
2054
|
Osborne Partners Capital Management
San Francisco,
California
|
$208K
|
+$219K
|
+2,117
|
New
|
|
|
2055
|
Vivaldi Capital Management
Chicago,
Illinois
|
$208K
|
+$219K
|
+2,117
|
New
|
|
|
2056
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$208K
|
-$23.7K
|
-229
|
-10%
|
|
|
2057
|
Roanoke Asset Management
Jersey City,
New Jersey
|
$207K
|
+$218K
|
+2,109
|
New
|
|
|
2058
|
Allegheny Financial Group
Pittsburgh,
Pennsylvania
|
$206K
|
-$21.9K
|
-212
|
-9%
|
|
|
2059
|
NIA Impact Advisors
Berkeley,
California
|
$206K
|
+$217K
|
+2,102
|
New
|
|
|
2060
|
Archer Investment Corporation
Carmel,
Indiana
|
$206K
|
-$10.1K
|
-98
|
-4%
|
|
|
2061
|
Tilia Fiduciary Partners
Wilmington,
North Carolina
|
$206K
|
+$217K
|
+2,100
|
New
|
|
|
2062
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$206K
|
+$217K
|
+2,099
|
New
|
|
|
2063
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$206K
|
-$1.18M
|
-11,413
|
-84%
|
|
|
2064
|
ORG Partners
Roanoke,
Indiana
|
$205K
|
+$23.3K
|
+225
|
+12%
|
|
|
2065
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$205K
|
-$41.2K
|
-399
|
-16%
|
|
|
2066
|
Capital Performance Advisors
Walnut Creek,
California
|
$204K
|
+$215K
|
+2,082
|
New
|
|
|
2067
|
First Fiduciary Investment Counsel
Cleveland,
Ohio
|
$204K
|
-$9.33M
|
-90,246
|
-98%
|
|
|
2068
|
CKW Financial Group
Honolulu,
Hawaii
|
$204K
|
–
|
–
|
–
|
|
|
2069
|
Private Management Group
Irvine,
California
|
$204K
|
+$215K
|
+2,078
|
New
|
|
|
2070
|
Donor Advised Charitable Giving
San Francisco,
California
|
$204K
|
+$215K
|
+2,075
|
New
|
|
|
2071
|
Breed's Hill Capital
Charlestown,
Massachusetts
|
$202K
|
+$213K
|
+2,059
|
New
|
|
|
2072
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$202K
|
+$213K
|
+2,057
|
New
|
|
|
2073
|
Archford Capital Strategies
Swansea,
Illinois
|
$201K
|
+$212K
|
+2,054
|
New
|
|
|
2074
|
Castleview Partners
Dallas,
Texas
|
$201K
|
+$197K
|
+1,901
|
+1,259%
|
|
|
2075
|
Atlas Wealth
Cincinnati,
Ohio
|
$201K
|
+$212K
|
+2,050
|
New
|
|
