|
1251
|
Vista Investment Partners
Oklahoma City,
Oklahoma
|
$217K
|
+$182K
|
+1,270
|
New
|
|
|
1252
|
Planned Solutions
Folsom,
California
|
$217K
|
–
|
–
|
–
|
|
|
1253
|
Pacific Global Investment Management
Glendale,
California
|
$215K
|
+$181K
|
+1,262
|
New
|
|
|
1254
|
Morton Capital Management
Calabasas,
California
|
$215K
|
+$181K
|
+1,261
|
New
|
|
|
1255
|
Royal Fund Management
Lady Lake,
Florida
|
$215K
|
+$181K
|
+1,261
|
New
|
|
|
1256
|
Baldwin Investment Management
West Conshohocken,
Pennsylvania
|
$215K
|
+$181K
|
+1,260
|
New
|
|
|
1257
|
Exchange Bank
Santa Rosa,
California
|
$215K
|
+$180K
|
+1,258
|
New
|
|
|
1258
|
Bradley Foster & Sargent
Hartford,
Connecticut
|
$215K
|
+$180K
|
+1,257
|
New
|
|
|
1259
|
Demars Financial Group
Spokane Valley,
Washington
|
$214K
|
+$180K
|
+1,256
|
New
|
|
|
1260
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$214K
|
-$64.6K
|
-451
|
-26%
|
|
|
1261
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$214K
|
+$180K
|
+1,253
|
New
|
|
|
1262
|
Shufro Rose & Co
New York
|
$213K
|
+$179K
|
+1,250
|
New
|
|
|
1263
|
Great Diamond Partners
Portland,
Maine
|
$213K
|
+$178K
|
+1,245
|
New
|
|
|
1264
|
MV Capital Management
Bethesda,
Maryland
|
$212K
|
+$35.8K
|
+250
|
+25%
|
|
|
1265
|
Legacy Financial Advisors
Covington,
Kentucky
|
$211K
|
+$177K
|
+1,236
|
New
|
|
|
1266
|
Farther Finance Advisors
San Francisco,
California
|
$211K
|
+$12.2K
|
+85
|
+7%
|
|
|
1267
|
TIFF Advisory Services
Radnor,
Pennsylvania
|
$211K
|
-$5.87K
|
-41
|
-3%
|
|
|
1268
|
L2 Asset Management
Wayland,
Massachusetts
|
$211K
|
+$177K
|
+1,234
|
New
|
|
|
1269
|
Florida Financial Advisors
Tampa,
Florida
|
$211K
|
+$177K
|
+1,233
|
New
|
|
|
1270
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$210K
|
+$177K
|
+1,233
|
New
|
|
|
1271
|
Sendero Wealth Management
San Antonio,
Texas
|
$210K
|
+$177K
|
+1,232
|
New
|
|
|
1272
|
Sky Investment Group
Hartford,
Connecticut
|
$210K
|
+$177K
|
+1,232
|
New
|
|
|
1273
|
F/M Investments
Washington,
District of Columbia
|
$210K
|
+$176K
|
+1,231
|
New
|
|
|
1274
|
Trust Point Inc
La Crosse,
Wisconsin
|
$210K
|
+$176K
|
+1,231
|
New
|
|
|
1275
|
Angeles Investment Advisors
Santa Monica,
California
|
$208K
|
+$175K
|
+1,221
|
New
|
|
