|
2051
|
Fortress Private Ledger
Raleigh,
North Carolina
|
$3.1M
|
-$22.5K
|
-70
|
-0.8%
|
|
|
2052
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$3.1M
|
+$26.3K
|
+82
|
+0.9%
|
|
|
2053
|
Brown, Lisle/Cummings
Providence,
Rhode Island
|
$3.1M
|
-$23.4K
|
-73
|
-0.8%
|
|
|
2054
|
Avanda Investment Management
Singapore
|
$3.09M
|
–
|
–
|
–
|
|
|
2055
|
Warm Springs Advisors
Larkspur,
California
|
$3.09M
|
–
|
–
|
–
|
|
|
2056
|
Investor's Fiduciary Advisor Network
Snoqualmie,
Washington
|
$3.08M
|
-$292K
|
-911
|
-9%
|
|
|
2057
|
Colton Groome Financial Advisors
Asheville,
North Carolina
|
$3.08M
|
-$45.3K
|
-141
|
-2%
|
|
|
2058
|
Tred Avon Family Wealth
Easton,
Maryland
|
$3.06M
|
-$5.46K
|
-17
|
-0.2%
|
|
|
2059
|
Claret Asset Management
Montreal,
Quebec, Canada
|
$3.06M
|
+$1.6M
|
+4,987
|
+127%
|
|
|
2060
|
Zhang Financial
Portage,
Michigan
|
$3.06M
|
+$283K
|
+882
|
+11%
|
|
|
2061
|
Harvest Fund Management
Beijing,
China
|
$3.06M
|
-$4.06M
|
-12,661
|
-59%
|
|
|
2062
|
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
|
$3.05M
|
-$46.6K
|
-145
|
-2%
|
|
|
2063
|
Fortis Group Advisors
Westwood,
New Jersey
|
$3.04M
|
-$109K
|
-340
|
-4%
|
|
|
2064
|
U.S. Wealth Group
Woodbury,
New York
|
$3.04M
|
+$449K
|
+1,399
|
+19%
|
|
|
2065
|
Odyssean LLC
Darien,
Connecticut
|
$3.04M
|
+$2.85M
|
+8,866
|
New
|
|
|
2066
|
TCFG Investment Advisors
Laguna Niguel,
California
|
$3.04M
|
-$138K
|
-430
|
-5%
|
|
|
2067
|
Wellington Shields Capital Management
New York
|
$3.04M
|
-$14.1K
|
-44
|
-0.5%
|
|
|
2068
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$3.04M
|
+$1.9M
|
+5,915
|
+201%
|
|
|
2069
|
GoalVest Advisory
New York
|
$3.04M
|
-$927K
|
-2,886
|
-25%
|
|
|
2070
|
Churchill Financial Advisors
Louisville,
Kentucky
|
$3.03M
|
-$12.8K
|
-40
|
-0.5%
|
|
|
2071
|
Cypress Advisory Group
Scottsdale,
Arizona
|
$3.03M
|
–
|
–
|
–
|
|
|
2072
|
Pacific Capital Partners
London,
|
$3.03M
|
+$2.83M
|
+8,820
|
New
|
|
|
2073
|
Klingman & Associates
New York
|
$3.02M
|
-$103K
|
-320
|
-4%
|
|
|
2074
|
Burling Wealth Partners
Chicago,
Illinois
|
$3.02M
|
+$12.2K
|
+38
|
+0.4%
|
|
|
2075
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$3.02M
|
+$180K
|
+561
|
+7%
|
|
