|
1226
|
Fort Point Capital Partners
San Francisco,
California
|
$398K
|
+$116K
|
+1,541
|
+35%
|
|
|
1227
|
Signature Wealth Management Group
Atlanta,
Georgia
|
$397K
|
+$36.4K
|
+484
|
+9%
|
|
|
1228
|
TCTC Holdings
Dallas,
Texas
|
$395K
|
–
|
–
|
–
|
|
|
1229
|
Ferris Capital
Marlborough,
Massachusetts
|
$391K
|
-$52K
|
-692
|
-11%
|
|
|
1230
|
Abbrea Capital
Greenbrae,
California
|
$390K
|
+$45.5K
|
+605
|
+12%
|
|
|
1231
|
Tarbox Family Office
Newport Beach,
California
|
$386K
|
+$9.1K
|
+121
|
+2%
|
|
|
1232
|
Sapphire Star Partners
Redmond,
Washington
|
$385K
|
–
|
–
|
–
|
|
|
1233
|
SVA Wealth Management
Madison,
Wisconsin
|
$385K
|
+$35.8K
|
+476
|
+10%
|
|
|
1234
|
Successful Portfolios
Clearwater,
Florida
|
$384K
|
+$1.5K
|
+20
|
+0.4%
|
|
|
1235
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$383K
|
+$39.8K
|
+529
|
+10%
|
|
|
1236
|
Intercontinental Wealth Advisors
San Antonio,
Texas
|
$377K
|
-$2.25K
|
-30
|
-0.5%
|
|
|
1237
|
Clearstead Advisors
Cleveland,
Ohio
|
$377K
|
–
|
–
|
–
|
|
|
1238
|
Empirical Finance
Havertown,
Pennsylvania
|
$377K
|
+$455K
|
+6,055
|
New
|
|
|
1239
|
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
$376K
|
+$86.1K
|
+1,146
|
+26%
|
|
|
1240
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$375K
|
-$20.2K
|
-269
|
-5%
|
|
|
1241
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$373K
|
+$28.6K
|
+381
|
+7%
|
|
|
1242
|
Montgomery Investment Management
Rockville,
Maryland
|
$370K
|
–
|
–
|
–
|
|
|
1243
|
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
|
$366K
|
–
|
–
|
–
|
|
|
1244
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$366K
|
+$13.8K
|
+183
|
+3%
|
|
|
1245
|
Menta Capital
San Francisco,
California
|
$363K
|
-$2.05M
|
-27,299
|
-84%
|
|
|
1246
|
Lido Advisors
Los Angeles,
California
|
$363K
|
+$405K
|
+5,392
|
New
|
|
|
1247
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$358K
|
-$16.6K
|
-221
|
-4%
|
|
|
1248
|
|
$355K
|
+$395K
|
+5,257
|
New
|
|
|
1249
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$354K
|
-$815K
|
-10,839
|
-67%
|
|
|
1250
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$354K
|
-$21.6K
|
-287
|
-5%
|
|
