|
876
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$435K
|
-$1.06M
|
-10,977
|
-71%
|
|
|
877
|
Second Half Financial Partners
Sebring,
Florida
|
$435K
|
+$428K
|
+4,435
|
New
|
|
|
878
|
Coldstream Capital Management
Bellevue,
Washington
|
$433K
|
-$157K
|
-1,626
|
-27%
|
|
|
879
|
Avior Wealth Management
Omaha,
Nebraska
|
$431K
|
-$819K
|
-8,488
|
-66%
|
|
|
880
|
Harbor Capital Advisors
Chicago,
Illinois
|
$430K
|
+$230K
|
+2,389
|
+120%
|
|
|
881
|
Stokes Family Office
New Orleans,
Louisiana
|
$429K
|
+$200K
|
+2,071
|
+90%
|
|
|
882
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$429K
|
+$9.64K
|
+100
|
+2%
|
|
|
883
|
Gibbs Wealth Management
Alpharetta,
Georgia
|
$426K
|
+$419K
|
+4,343
|
New
|
|
|
884
|
Power Wealth Management
Alpharetta,
Georgia
|
$425K
|
-$20.4K
|
-212
|
-5%
|
|
|
885
|
Realta Investment Advisors
Wilmington,
Delaware
|
$422K
|
-$48.8K
|
-506
|
-10%
|
|
|
886
|
Resurgent Financial Advisors
Atlanta,
Georgia
|
$422K
|
+$88.8K
|
+921
|
+27%
|
|
|
887
|
Mendel Capital Management
Little Rock,
Arkansas
|
$419K
|
+$109K
|
+1,134
|
+36%
|
|
|
888
|
LMR Partners
London,
United Kingdom
|
$416K
|
-$11.6M
|
-120,000
|
-97%
|
|
|
889
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$415K
|
+$408K
|
+4,235
|
New
|
|
|
890
|
FSB Premier Wealth Management
Waterloo,
Iowa
|
$414K
|
+$89.3K
|
+926
|
+28%
|
|
|
891
|
Lido Advisors
Los Angeles,
California
|
$414K
|
-$118K
|
-1,226
|
-23%
|
|
|
892
|
EWA LLC
Pittsbugh,
Pennsylvania
|
$412K
|
+$440K
|
+4,566
|
New
|
|
|
893
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$412K
|
+$108K
|
+1,120
|
+36%
|
|
|
894
|
|
$412K
|
+$181K
|
+1,878
|
+81%
|
|
|
895
|
Caldwell Trust
Venice,
Florida
|
$405K
|
-$8.2K
|
-85
|
-2%
|
|
|
896
|
Quadcap Wealth Management
Frisco,
Texas
|
$405K
|
+$398K
|
+4,127
|
New
|
|
|
897
|
Fortitude Advisory Group
Gig Harbor,
Washington
|
$404K
|
–
|
–
|
–
|
|
|
898
|
Running Point Capital Advisors
El Segundo,
California
|
$403K
|
–
|
–
|
–
|
|
|
899
|
Midwest Heritage Bank
West Des Moines,
Iowa
|
$403K
|
+$157K
|
+1,630
|
+66%
|
|
|
900
|
Clarus Wealth Advisors
Peoria,
Arizona
|
$402K
|
-$18.8K
|
-195
|
-4%
|
|
