|
1801
|
Pines Wealth Management
Southern Pines,
North Carolina
|
$4.75M
|
+$232K
|
+405
|
+6%
|
|
|
1802
|
Avalon Trust
Santa Fe,
New Mexico
|
$4.75M
|
+$467K
|
+817
|
+12%
|
|
|
1803
|
Pegasus Asset Management
Montebello,
New York
|
$4.75M
|
-$29.2K
|
-51
|
-0.7%
|
|
|
1804
|
Evernest Financial Advisors
Carmel,
Indiana
|
$4.74M
|
-$33.2K
|
-58
|
-0.8%
|
|
|
1805
|
Little House Capital
Braintree,
Massachusetts
|
$4.74M
|
-$50.3K
|
-88
|
-1%
|
|
|
1806
|
Climber Capital
Nyon,
Switzerland
|
$4.74M
|
-$15.4K
|
-27
|
-0.3%
|
|
|
1807
|
Yahav Achim Ve Achayot - Provident Funds Management Company
Tel-Aviv,
Israel
|
$4.74M
|
+$2.43M
|
+4,243
|
+124%
|
|
|
1808
|
|
$4.72M
|
+$285K
|
+498
|
+7%
|
|
|
1809
|
Allegheny Financial Group
Pittsburgh,
Pennsylvania
|
$4.71M
|
+$60K
|
+105
|
+1%
|
|
|
1810
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
$4.69M
|
+$158K
|
+276
|
+4%
|
|
|
1811
|
Heritage Investment Group
Pompano Beach,
Florida
|
$4.69M
|
–
|
–
|
–
|
|
|
1812
|
Bosun Asset Management
Chicago,
Illinois
|
$4.68M
|
-$197K
|
-344
|
-4%
|
|
|
1813
|
DDD Partners
Bellevue,
Washington
|
$4.67M
|
+$70.3K
|
+123
|
+2%
|
|
|
1814
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$4.66M
|
+$377K
|
+659
|
+10%
|
|
|
1815
|
Optivise Advisory Services
Franklin,
Tennessee
|
$4.66M
|
+$1.34M
|
+2,342
|
+45%
|
|
|
1816
|
Pursue Wealth Partners
Clayton,
California
|
$4.64M
|
+$94.9K
|
+166
|
+2%
|
|
|
1817
|
Blankinship & Foster
Solana Beach,
California
|
$4.64M
|
-$22.9K
|
-40
|
-0.5%
|
|
|
1818
|
BOK Financial Private Wealth
Denver,
Colorado
|
$4.64M
|
-$57.7K
|
-101
|
-1%
|
|
|
1819
|
Single Point Partners
Boston,
Massachusetts
|
$4.63M
|
-$45.2K
|
-79
|
-1%
|
|
|
1820
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$4.63M
|
-$469K
|
-820
|
-10%
|
|
|
1821
|
Victory Capital Management
San Antonio,
Texas
|
$4.62M
|
-$2.75M
|
-4,804
|
-39%
|
|
|
1822
|
Sonora Investment Management Group
Tucson,
Arizona
|
$4.61M
|
+$276K
|
+482
|
+7%
|
|
|
1823
|
Alley Investment Management Company
Lake Forest,
Illinois
|
$4.6M
|
-$12K
|
-21
|
-0.3%
|
|
|
1824
|
Madden Advisory Services
Jacksonville,
Florida
|
$4.6M
|
+$8.57K
|
+15
|
+0.2%
|
|
|
1825
|
Twin Lakes Capital Management
Redwood Shores,
California
|
$4.6M
|
+$10.3K
|
+18
|
+0.2%
|
|
