|
2801
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$1.34M
|
-$36.5K
|
-119
|
-3%
|
|
|
2802
|
Ipswich Investment Management
Beverly,
Massachusetts
|
$1.34M
|
–
|
–
|
–
|
|
|
2803
|
Ridgewood Investments
Springfield,
New Jersey
|
$1.34M
|
-$527K
|
-1,719
|
-30%
|
|
|
2804
|
Telos Capital Management
San Diego,
California
|
$1.34M
|
-$103K
|
-337
|
-8%
|
|
|
2805
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$1.33M
|
+$111K
|
+362
|
+10%
|
|
|
2806
|
Salomon & Ludwin
Richmond,
Virginia
|
$1.33M
|
+$512K
|
+1,668
|
+74%
|
|
|
2807
|
Members Trust
Tampa,
Florida
|
$1.33M
|
+$84.1K
|
+274
|
+7%
|
|
|
2808
|
Foster Dykema Cabot & Partners
Waltham,
Massachusetts
|
$1.33M
|
+$437K
|
+1,423
|
+55%
|
|
|
2809
|
Code Waechter
Tampa,
Florida
|
$1.33M
|
+$98.5K
|
+321
|
+9%
|
|
|
2810
|
Corient IA
Miami,
Florida
|
$1.32M
|
–
|
–
|
–
|
|
|
2811
|
Lattice Capital Management
Kirkland,
Washington
|
$1.32M
|
–
|
–
|
–
|
|
|
2812
|
PFW Advisors
Atlanta,
Georgia
|
$1.32M
|
+$12.9K
|
+42
|
+1%
|
|
|
2813
|
Ipsen Advisor Group
Little Rock,
Arkansas
|
$1.32M
|
-$330K
|
-1,077
|
-21%
|
|
|
2814
|
Modus Advisors
Excelsior,
Minnesota
|
$1.32M
|
-$12.6K
|
-41
|
-1%
|
|
|
2815
|
Sutton Place Investors
Katonah,
New York
|
$1.32M
|
+$43.3K
|
+141
|
+4%
|
|
|
2816
|
Capital Planning
Bellevue,
Washington
|
$1.31M
|
–
|
–
|
–
|
|
|
2817
|
Scharf Investments
Los Gatos,
California
|
$1.31M
|
+$1.22M
|
+3,977
|
New
|
|
|
2818
|
QVR
San Francisco,
California
|
$1.31M
|
+$689K
|
+2,246
|
+130%
|
|
|
2819
|
Arrow Financial
Glens Falls,
New York
|
$1.31M
|
+$303K
|
+987
|
+33%
|
|
|
2820
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$1.31M
|
+$761K
|
+2,481
|
+168%
|
|
|
2821
|
Breakthru Advisory Services
Muskego,
Wisconsin
|
$1.31M
|
+$1.22M
|
+3,961
|
New
|
|
|
2822
|
First Western Trust Bank
Denver,
Colorado
|
$1.31M
|
-$3.68K
|
-12
|
-0.3%
|
|
|
2823
|
Hamilton Wealth
Encino,
California
|
$1.3M
|
-$130K
|
-425
|
-10%
|
|
|
2824
|
Bay Capital Advisors
Virginia Beach,
Virginia
|
$1.3M
|
-$184K
|
-600
|
-13%
|
|
|
2825
|
Drake & Associates
Waukesha,
Wisconsin
|
$1.3M
|
+$459K
|
+1,496
|
+70%
|
|
