|
1801
|
Alpha Family Trust
Los Angeles,
California
|
$429K
|
–
|
–
|
–
|
|
|
1802
|
Broadway Wealth Solutions
San Antonio,
Texas
|
$429K
|
+$10.9K
|
+117
|
+3%
|
|
|
1803
|
KG&L Capital Management
Saint Francisville,
Louisiana
|
$428K
|
+$409K
|
+4,371
|
New
|
|
|
1804
|
Aureus Asset Management
Boston,
Massachusetts
|
$426K
|
–
|
–
|
–
|
|
|
1805
|
Neo Ivy Capital Management
New York
|
$425K
|
+$406K
|
+4,342
|
New
|
|
|
1806
|
One Wealth Advisors
San Francisco,
California
|
$423K
|
-$18.6K
|
-199
|
-4%
|
|
|
1807
|
Vigilare Wealth Management
Scottsdale,
Arizona
|
$423K
|
+$73.4K
|
+785
|
+22%
|
|
|
1808
|
Camden National Bank
Camden,
Maine
|
$423K
|
-$13.2K
|
-141
|
-3%
|
|
|
1809
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$421K
|
–
|
–
|
–
|
|
|
1810
|
one8zero8 LLC
Greensboro,
North Carolina
|
$421K
|
+$93.5K
|
+1,000
|
+30%
|
|
|
1811
|
Echo Wealth Management
Plymouth,
Minnesota
|
$419K
|
-$266K
|
-2,842
|
-40%
|
|
|
1812
|
Abacus Planning Group
Columbia,
South Carolina
|
$417K
|
+$10.9K
|
+117
|
+3%
|
|
|
1813
|
Vienna Asset Management
Saratoga,
California
|
$416K
|
-$287K
|
-3,070
|
-42%
|
|
|
1814
|
Intellus Advisors
Naples,
Florida
|
$416K
|
–
|
–
|
–
|
|
|
1815
|
TritonPoint Wealth
Chevy Chase,
Maryland
|
$416K
|
+$20.2K
|
+216
|
+5%
|
|
|
1816
|
Facet Wealth Inc
Baltimore,
Maryland
|
$415K
|
+$90.2K
|
+965
|
+29%
|
|
|
1817
|
Holderness Investments Company
Greensboro,
North Carolina
|
$414K
|
+$395K
|
+4,228
|
New
|
|
|
1818
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
$414K
|
+$395K
|
+4,226
|
New
|
|
|
1819
|
Inscription Capital
Houston,
Texas
|
$413K
|
+$77.9K
|
+833
|
+25%
|
|
|
1820
|
Novare Capital Management
Charlotte,
North Carolina
|
$413K
|
+$104K
|
+1,115
|
+36%
|
|
|
1821
|
Huntleigh Advisors
St. Louis,
Missouri
|
$411K
|
-$6.55K
|
-70
|
-2%
|
|
|
1822
|
Kestra Investment Management
Austin,
Texas
|
$405K
|
+$124K
|
+1,327
|
+47%
|
|
|
1823
|
Middleton & Co
Boston,
Massachusetts
|
$403K
|
+$182K
|
+1,945
|
+90%
|
|
|
1824
|
Strait & Sound Wealth Management
San Francisco,
California
|
$401K
|
+$1.4K
|
+15
|
+0.4%
|
|
|
1825
|
Financial Engines Advisors
Santa Clara,
California
|
$399K
|
-$126K
|
-1,346
|
-25%
|
|
