|
1201
|
AEW Capital Management
Boston,
Massachusetts
|
$326K
|
-$70.2K
|
-390
|
-16%
|
|
|
1202
|
VestGen Advisors
Inverness,
Illinois
|
$325K
|
-$91.8K
|
-510
|
-20%
|
|
|
1203
|
Crumly & Associates
Springfield,
Illinois
|
$325K
|
+$33.7K
|
+187
|
+10%
|
|
|
1204
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$324K
|
-$6.84K
|
-38
|
-2%
|
|
|
1205
|
Patten & Patten
Chattanooga,
Tennessee
|
$324K
|
-$45K
|
-250
|
-11%
|
|
|
1206
|
Mattern Wealth Management
Lawrence,
Kansas
|
$324K
|
-$126K
|
-702
|
-26%
|
|
|
1207
|
Baron Wealth Management
Troy,
Michigan
|
$324K
|
+$356K
|
+1,979
|
New
|
|
|
1208
|
Capstone Investment Advisors
New York
|
$324K
|
+$30.6K
|
+170
|
+9%
|
|
|
1209
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$323K
|
-$360
|
-2
|
-0.1%
|
|
|
1210
|
Sunburst Financial Group
Vestavia Hills,
Alabama
|
$316K
|
+$11.9K
|
+66
|
+4%
|
|
|
1211
|
Alpha Family Trust
Los Angeles,
California
|
$315K
|
–
|
–
|
–
|
|
|
1212
|
Meadowbrook Advisors Group
Bedminster,
New Jersey
|
$314K
|
+$346K
|
+1,920
|
New
|
|
|
1213
|
Elevated Capital Advisors
Sandy,
Utah
|
$313K
|
-$278K
|
-1,547
|
-45%
|
|
|
1214
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
$313K
|
+$1.8K
|
+10
|
+0.5%
|
|
|
1215
|
Urban Wealth Management
El Segundo,
California
|
$312K
|
-$27K
|
-150
|
-7%
|
|
|
1216
|
Adelphi Trust
Saint Petersburg,
Florida
|
$312K
|
+$37.3K
|
+207
|
+12%
|
|
|
1217
|
Coastline Trust
Providence,
Rhode Island
|
$311K
|
–
|
–
|
–
|
|
|
1218
|
RWA Wealth Partners
Newton,
Massachusetts
|
$311K
|
-$11.2K
|
-62
|
-3%
|
|
|
1219
|
Nordwand Advisors
Radnor,
Pennsylvania
|
$311K
|
-$13.5K
|
-75
|
-4%
|
|
|
1220
|
One Wealth Capital Management
Scottsdale,
Arizona
|
$311K
|
+$342K
|
+1,900
|
New
|
|
|
1221
|
TRB Wealth Management
Houston,
Texas
|
$311K
|
+$69.7K
|
+387
|
+26%
|
|
|
1222
|
Values Added Financial
Washington,
District of Columbia
|
$310K
|
+$5.4K
|
+30
|
+2%
|
|
|
1223
|
Delta Financial Advisors
New Orleans,
Louisiana
|
$309K
|
+$360
|
+2
|
+0.1%
|
|
|
1224
|
Woodstock Corp
Boston,
Massachusetts
|
$307K
|
–
|
–
|
–
|
|
|
1225
|
Henson-Edgewater Management
Avon,
Ohio
|
$305K
|
–
|
–
|
–
|
|
