|
2051
|
Novare Capital Management
Charlotte,
North Carolina
|
$255K
|
–
|
–
|
–
|
|
|
2052
|
Telos Capital Management
San Diego,
California
|
$254K
|
+$46.5K
|
+275
|
+24%
|
|
|
2053
|
Morton Capital Management
Calabasas,
California
|
$254K
|
-$8.78K
|
-52
|
-3%
|
|
|
2054
|
Heritage Wealth Management (Ohio)
Cincinnati,
Ohio
|
$253K
|
-$14.4K
|
-85
|
-6%
|
|
|
2055
|
First Nebraska Trust
Lincoln,
Nebraska
|
$253K
|
–
|
–
|
–
|
|
|
2056
|
RAM Investment Partners
Bellevue,
Washington
|
$253K
|
+$507
|
+3
|
+0.2%
|
|
|
2057
|
Navis Wealth Advisors
Rye Brook,
New York
|
$253K
|
-$11.8K
|
-70
|
-5%
|
|
|
2058
|
Worth Asset Management
Dallas,
Texas
|
$252K
|
+$8.78K
|
+52
|
+4%
|
|
|
2059
|
Fi3 Financial Advisors
Indianapolis,
Indiana
|
$252K
|
-$20.6K
|
-122
|
-8%
|
|
|
2060
|
Boyce & Associates Wealth Consulting
Cedar Park,
Texas
|
$252K
|
–
|
–
|
–
|
|
|
2061
|
Aviance Capital Partners
Naples,
Florida
|
$251K
|
–
|
–
|
–
|
|
|
2062
|
Wealthstar Advisors
Plano,
Texas
|
$251K
|
–
|
–
|
–
|
|
|
2063
|
NorthStar Asset Management (Massachusetts)
Boston,
Massachusetts
|
$251K
|
+$240K
|
+1,420
|
New
|
|
|
2064
|
Community Financial Services Group
Newport,
Vermont
|
$250K
|
–
|
–
|
–
|
|
|
2065
|
McDonald Partners
Cleveland,
Ohio
|
$250K
|
–
|
–
|
–
|
|
|
2066
|
Park National Corp
Newark,
Ohio
|
$249K
|
+$238K
|
+1,411
|
New
|
|
|
2067
|
Sage Capital Advisors
Sioux Falls,
South Dakota
|
$249K
|
–
|
–
|
–
|
|
|
2068
|
Optivise Advisory Services
Franklin,
Tennessee
|
$249K
|
+$37.2K
|
+220
|
+19%
|
|
|
2069
|
BWM Planning
The Woodlands,
Texas
|
$248K
|
–
|
–
|
–
|
|
|
2070
|
Cooper Financial Group
Irvine,
California
|
$248K
|
-$89.7K
|
-531
|
-27%
|
|
|
2071
|
Slagle Financial
Edwardsville,
Illinois
|
$248K
|
-$110K
|
-653
|
-32%
|
|
|
2072
|
SMI Advisory Services
Columbus,
Indiana
|
$247K
|
+$236K
|
+1,398
|
New
|
|
|
2073
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$247K
|
+$99.3K
|
+588
|
+73%
|
|
|
2074
|
Clarity Wealth Advisors
San Jose,
California
|
$245K
|
-$1.86K
|
-11
|
-0.8%
|
|
|
2075
|
Evolution Wealth Management
Fort Myers,
Florida
|
$245K
|
+$234K
|
+1,386
|
New
|
|
