|
3226
|
Geneva Partners
Lake Geneva,
Wisconsin
|
$793K
|
-$13.3K
|
-39
|
-2%
|
|
|
3227
|
|
$791K
|
–
|
–
|
–
|
|
|
3228
|
Verity Asset Management
Durham,
North Carolina
|
$791K
|
+$68.8K
|
+202
|
+10%
|
|
|
3229
|
Verum Partners
Charlotte,
North Carolina
|
$791K
|
-$5.79K
|
-17
|
-0.7%
|
|
|
3230
|
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
|
$790K
|
-$2.38K
|
-7
|
-0.3%
|
|
|
3231
|
Fairview Capital Investment Management
Greenbrae,
California
|
$789K
|
+$1.36K
|
+4
|
+0.2%
|
|
|
3232
|
Dala Group
Hoffman Estates,
Illinois
|
$788K
|
+$766K
|
+2,247
|
New
|
|
|
3233
|
Potentia Wealth
San Jose,
California
|
$788K
|
+$341
|
+1
|
+0%
|
|
|
3234
|
Rooted Wealth Advisors
Bourbonnais,
Illinois
|
$787K
|
+$573K
|
+1,681
|
+239%
|
|
|
3235
|
Godfrey Financial Associates
Glenmont,
New York
|
$785K
|
+$763K
|
+2,239
|
New
|
|
|
3236
|
Armstrong Advisory Group
Needham,
Massachusetts
|
$785K
|
-$2.38K
|
-7
|
-0.3%
|
|
|
3237
|
MPWM Advisory Solutions
Alpharetta,
Georgia
|
$781K
|
–
|
–
|
–
|
|
|
3238
|
Sandy Cove Advisors
Hingham,
Massachusetts
|
$777K
|
+$5.45K
|
+16
|
+0.7%
|
|
|
3239
|
Maridea Wealth Management
Brooklyn,
New York
|
$775K
|
+$2.04K
|
+6
|
+0.3%
|
|
|
3240
|
CVFG LLC
Shelbyville,
Indiana
|
$775K
|
+$59.6K
|
+175
|
+9%
|
|
|
3241
|
Tower Wealth Partners
Lewisburg,
Pennsylvania
|
$774K
|
+$60.6K
|
+178
|
+9%
|
|
|
3242
|
Rossby Financial
Melbourne,
Florida
|
$774K
|
-$571K
|
-1,677
|
-43%
|
|
|
3243
|
Veery Capital
Wilmington,
Delaware
|
$773K
|
–
|
–
|
–
|
|
|
3244
|
Falcon Wealth Planning
Ontario,
California
|
$772K
|
+$85.9K
|
+252
|
+13%
|
|
|
3245
|
Aristotle Capital Management
Los Angeles,
California
|
$772K
|
–
|
–
|
–
|
|
|
3246
|
Red Lighthouse Investment Management
New York
|
$767K
|
-$275K
|
-807
|
-27%
|
|
|
3247
|
Invenio Wealth Partners
Coral Gables,
Florida
|
$767K
|
-$50.1K
|
-147
|
-6%
|
|
|
3248
|
Bourgeon Capital Management
Darien,
Connecticut
|
$767K
|
–
|
–
|
–
|
|
|
3249
|
Cerro Pacific Wealth Advisors
San Luis Obispo,
California
|
$766K
|
-$89.9K
|
-264
|
-11%
|
|
|
3250
|
Trevian Wealth Management
Weston,
Massachusetts
|
$766K
|
-$5.11K
|
-15
|
-0.7%
|
|
