|
1101
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$676K
|
+$592K
|
+3,175
|
New
|
|
|
1102
|
Generation Capital Management
Pittsford,
New York
|
$675K
|
+$592K
|
+3,172
|
New
|
|
|
1103
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$672K
|
+$67.4K
|
+361
|
+13%
|
|
|
1104
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$672K
|
+$123K
|
+659
|
+26%
|
|
|
1105
|
Quadcap Wealth Management
Frisco,
Texas
|
$671K
|
+$589K
|
+3,155
|
New
|
|
|
1106
|
Councilmark Asset Management
Knoxville,
Tennessee
|
$666K
|
+$584K
|
+3,128
|
New
|
|
|
1107
|
Zhang Financial
Portage,
Michigan
|
$665K
|
+$583K
|
+3,124
|
New
|
|
|
1108
|
Nexus Investment Management
Toronto,
Ontario, Canada
|
$660K
|
+$579K
|
+3,101
|
New
|
|
|
1109
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$657K
|
+$569K
|
+3,052
|
New
|
|
|
1110
|
Chicago Wealth Management
Chicago,
Illinois
|
$656K
|
+$575K
|
+3,081
|
New
|
|
|
1111
|
Private Trust Company
Cleveland,
Ohio
|
$654K
|
+$272K
|
+1,459
|
+90%
|
|
|
1112
|
Bank of Stockton
Stockton,
California
|
$652K
|
–
|
–
|
–
|
|
|
1113
|
Bridgewater Advisors
New York
|
$647K
|
+$262K
|
+1,406
|
+87%
|
|
|
1114
|
OneAscent Financial Services
Birmingham,
Alabama
|
$646K
|
+$563K
|
+3,016
|
New
|
|
|
1115
|
Western Pacific Wealth Management
Lake Forest,
Illinois
|
$641K
|
–
|
–
|
–
|
|
|
1116
|
Cross Staff Investments
Pittsford,
New York
|
$638K
|
–
|
–
|
–
|
|
|
1117
|
Hartford Financial Management
Hartford,
Connecticut
|
$638K
|
–
|
–
|
–
|
|
|
1118
|
One Wealth Advisors
San Francisco,
California
|
$638K
|
+$199K
|
+1,064
|
+55%
|
|
|
1119
|
Versant Capital Management
Phoenix,
Arizona
|
$637K
|
+$319K
|
+1,709
|
+133%
|
|
|
1120
|
Prossimo Advisors
San Luis Obispo,
California
|
$634K
|
+$28.9K
|
+155
|
+5%
|
|
|
1121
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$633K
|
+$9.33K
|
+50
|
+2%
|
|
|
1122
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$630K
|
+$191K
|
+1,022
|
+53%
|
|
|
1123
|
Factorial Partners
Mt. Kisco,
New York
|
$629K
|
+$551K
|
+2,955
|
New
|
|
|
1124
|
Relyea Zuckerberg Hanson
Stamford,
Connecticut
|
$627K
|
+$550K
|
+2,948
|
New
|
|
|
1125
|
Financial Security Advisor
Virginia Beach,
Virginia
|
$627K
|
+$13.6K
|
+73
|
+3%
|
|
