|
1201
|
Henshaw Capital
Woburn,
Massachusetts
|
$1.26M
|
-$300K
|
-823
|
-21%
|
|
|
1202
|
TrinityPoint Wealth
Milford,
Connecticut
|
$1.26M
|
+$17.5K
|
+48
|
+2%
|
|
|
1203
|
Court Place Advisors
Ellicott City,
Maryland
|
$1.26M
|
–
|
–
|
–
|
|
|
1204
|
Richard Bernstein Advisors
New York
|
$1.25M
|
+$1.1M
|
+3,005
|
New
|
|
|
1205
|
|
$1.25M
|
+$1.09M
|
+3,004
|
New
|
|
|
1206
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$1.24M
|
+$6.56K
|
+18
|
+0.6%
|
|
|
1207
|
CIM Investment Management
Pittsburgh,
Pennsylvania
|
$1.24M
|
-$21.1K
|
-58
|
-2%
|
|
|
1208
|
Westwood Holdings Group
Dallas,
Texas
|
$1.24M
|
+$173K
|
+476
|
+19%
|
|
|
1209
|
Country Club Trust
Kansas City,
Missouri
|
$1.24M
|
-$159K
|
-437
|
-13%
|
|
|
1210
|
DeDora Capital
Napa,
California
|
$1.22M
|
-$7.65K
|
-21
|
-0.7%
|
|
|
1211
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$1.22M
|
-$29.2K
|
-80
|
-3%
|
|
|
1212
|
Peak Asset Management
Louisville,
Colorado
|
$1.22M
|
-$28.1K
|
-77
|
-3%
|
|
|
1213
|
Palladium Partners
Norfolk,
Virginia
|
$1.22M
|
+$518K
|
+1,420
|
+93%
|
|
|
1214
|
ERn Financial LLC
Middleton,
Wisconsin
|
$1.21M
|
–
|
–
|
–
|
|
|
1215
|
LWS Wealth Advisors
Basking Ridge,
New Jersey
|
$1.21M
|
–
|
–
|
–
|
|
|
1216
|
Regency Capital Management
Honolulu,
Hawaii
|
$1.21M
|
-$102K
|
-279
|
-9%
|
|
|
1217
|
Highland Private Wealth Management
Bellevue,
Washington
|
$1.21M
|
+$209K
|
+573
|
+24%
|
|
|
1218
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$1.21M
|
-$51.8K
|
-142
|
-5%
|
|
|
1219
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$1.2M
|
-$47K
|
-129
|
-4%
|
|
|
1220
|
|
$1.2M
|
-$628K
|
-1,724
|
-37%
|
|
|
1221
|
Fisher Asset Management
Camas,
Washington
|
$1.19M
|
+$586K
|
+1,609
|
+127%
|
|
|
1222
|
Range Financial Group
Tigard,
Oregon
|
$1.19M
|
-$104K
|
-284
|
-9%
|
|
|
1223
|
XML Financial
Bethesda,
Maryland
|
$1.19M
|
-$14.9K
|
-41
|
-1%
|
|
|
1224
|
Holt Capital Partners
Fort Worth,
Texas
|
$1.18M
|
-$9.48K
|
-26
|
-0.9%
|
|
|
1225
|
CoreFirst Bank & Trust
Topeka,
Kansas
|
$1.18M
|
–
|
–
|
–
|
|
