|
2051
|
Essex Savings Bank
Essex,
Connecticut
|
$2.97M
|
+$33.8K
|
+280
|
+1%
|
|
|
2052
|
FLC Capital Advisors
Palm Desert,
California
|
$2.97M
|
+$79.7K
|
+660
|
+4%
|
|
|
2053
|
Blue Zone Wealth Advisors
Los Angeles,
California
|
$2.97M
|
+$138K
|
+1,140
|
+6%
|
|
|
2054
|
One Capital Management
Westlake Village,
California
|
$2.96M
|
+$91.8K
|
+760
|
+4%
|
|
|
2055
|
Breakline Capital
New York
|
$2.96M
|
+$2.59M
|
+21,460
|
New
|
|
|
2056
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$2.96M
|
-$527K
|
-4,360
|
-17%
|
|
|
2057
|
AUA Capital Management
Camp Hill,
Pennsylvania
|
$2.96M
|
-$133K
|
-1,100
|
-5%
|
|
|
2058
|
Kelleher Financial Advisors
New York
|
$2.96M
|
+$19.3K
|
+160
|
+0.8%
|
|
|
2059
|
Breiter Capital Management
Bradenton,
Florida
|
$2.96M
|
+$227K
|
+1,880
|
+10%
|
|
|
2060
|
Private Ocean
San Rafael,
California
|
$2.95M
|
-$58K
|
-480
|
-2%
|
|
|
2061
|
Lighthouse Financial Advisors
New Market,
Maryland
|
$2.95M
|
+$435K
|
+3,600
|
+20%
|
|
|
2062
|
Private Portfolio Partners
Paramus,
New Jersey
|
$2.95M
|
-$314K
|
-2,600
|
-11%
|
|
|
2063
|
Elmwood Wealth Management
Berkeley,
California
|
$2.95M
|
-$232K
|
-1,920
|
-8%
|
|
|
2064
|
Valmark Advisers
Akron,
Ohio
|
$2.94M
|
+$524K
|
+4,340
|
+26%
|
|
|
2065
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$2.94M
|
–
|
–
|
–
|
|
|
2066
|
WCM Investment Management
Laguna Beach,
California
|
$2.93M
|
–
|
–
|
–
|
|
|
2067
|
Ayalon Insurance Company
Ramat Gan,
Israel
|
$2.92M
|
+$123K
|
+1,020
|
+5%
|
|
|
2068
|
IMA Advisory Services
Denver,
Colorado
|
$2.92M
|
-$657K
|
-5,440
|
-20%
|
|
|
2069
|
Brasada Capital Management
Houston,
Texas
|
$2.92M
|
+$1.15M
|
+9,500
|
+82%
|
|
|
2070
|
Foresight Wealth Management
Draper,
Utah
|
$2.91M
|
-$91.8K
|
-760
|
-3%
|
|
|
2071
|
|
$2.9M
|
-$50.7K
|
-420
|
-2%
|
|
|
2072
|
Patten & Patten
Chattanooga,
Tennessee
|
$2.89M
|
+$135K
|
+1,120
|
+6%
|
|
|
2073
|
Unified Trust Company
Lexington,
Kentucky
|
$2.89M
|
+$2.53M
|
+20,980
|
New
|
|
|
2074
|
Sequent Asset Management
Houston,
Texas
|
$2.88M
|
–
|
–
|
–
|
|
|
2075
|
Modus Advisors
Excelsior,
Minnesota
|
$2.88M
|
+$50.7K
|
+420
|
+2%
|
|
