|
1201
|
Everhart Financial Group
Dublin,
Ohio
|
$285K
|
+$263K
|
+3,952
|
New
|
|
|
1202
|
True North Advisors
Dallas,
Texas
|
$281K
|
-$6.91K
|
-104
|
-3%
|
|
|
1203
|
V2 Financial group
Naperville,
Illinois
|
$280K
|
–
|
–
|
–
|
|
|
1204
|
Linscomb Wealth
Houston,
Texas
|
$278K
|
+$29.3K
|
+440
|
+13%
|
|
|
1205
|
Kraft Davis & Associates
St. Louis,
Missouri
|
$278K
|
-$27.1K
|
-408
|
-9%
|
|
|
1206
|
Pursue Wealth Partners
Clayton,
California
|
$277K
|
-$11.2K
|
-168
|
-4%
|
|
|
1207
|
GSB Wealth Management
Guilford,
Connecticut
|
$274K
|
+$532
|
+8
|
+0.2%
|
|
|
1208
|
Boston Financial Management
Boston,
Massachusetts
|
$274K
|
-$332K
|
-5,000
|
-57%
|
|
|
1209
|
Fiduciary Family Office
Boca Raton,
Florida
|
$274K
|
–
|
–
|
–
|
|
|
1210
|
TriaGen Wealth Management
Calabasas,
California
|
$272K
|
–
|
–
|
–
|
|
|
1211
|
Garden State Investment Advisory Services
Red Bank,
New Jersey
|
$272K
|
+$250K
|
+3,760
|
New
|
|
|
1212
|
Steele Capital Management
Dubuque,
Iowa
|
$271K
|
+$250K
|
+3,760
|
New
|
|
|
1213
|
Lakeridge Wealth Management
Mentor,
Ohio
|
$271K
|
–
|
–
|
–
|
|
|
1214
|
OneAscent Financial Services
Birmingham,
Alabama
|
$271K
|
+$249K
|
+3,752
|
New
|
|
|
1215
|
Crown Wealth Group
Charlotte,
North Carolina
|
$271K
|
–
|
–
|
–
|
|
|
1216
|
Pacifica Partners
Surrey,
Canada
|
$270K
|
–
|
–
|
–
|
|
|
1217
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$269K
|
–
|
–
|
–
|
|
|
1218
|
Novare Capital Management
Charlotte,
North Carolina
|
$268K
|
-$26.1K
|
-392
|
-10%
|
|
|
1219
|
Heritage Wealth Partners
Dublin,
Ohio
|
$268K
|
+$10.1K
|
+152
|
+4%
|
|
|
1220
|
Dentgroup
Baton Rouge,
Louisiana
|
$267K
|
-$532
|
-8
|
-0.2%
|
|
|
1221
|
Jeppson Wealth Management
Manhattan Beach,
California
|
$267K
|
-$2.66K
|
-40
|
-1%
|
|
|
1222
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$266K
|
-$138K
|
-2,080
|
-36%
|
|
|
1223
|
Mezzasalma Advisors
Tinton Falls,
New Jersey
|
$266K
|
-$30.3K
|
-456
|
-11%
|
|
|
1224
|
Cheviot Value Management
Beverly Hills,
California
|
$266K
|
–
|
–
|
–
|
|
|
1225
|
Coppell Advisory Solutions
Coppell,
Texas
|
$265K
|
+$245K
|
+3,680
|
New
|
|
