|
1301
|
Barrett & Company
Providence,
Rhode Island
|
$750K
|
+$1.38K
|
+18
|
+0.2%
|
|
|
1302
|
CreativeOne Wealth
Overland Park,
Kansas
|
$750K
|
+$129K
|
+1,688
|
+22%
|
|
|
1303
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$750K
|
–
|
–
|
–
|
|
|
1304
|
|
$746K
|
-$704K
|
-9,211
|
-50%
|
|
|
1305
|
Destiny Wealth Partners
Tavares,
Florida
|
$744K
|
–
|
–
|
–
|
|
|
1306
|
Copperleaf Capital
Raleigh,
North Carolina
|
$742K
|
+$4.13K
|
+54
|
+0.6%
|
|
|
1307
|
Jackson Square Capital
San Francisco,
California
|
$740K
|
-$92.6K
|
-1,212
|
-12%
|
|
|
1308
|
Forza Wealth Management
Sarasota,
Florida
|
$740K
|
-$15.3K
|
-200
|
-2%
|
|
|
1309
|
KPP Advisory Services
Louisville,
Kentucky
|
$737K
|
+$39K
|
+511
|
+6%
|
|
|
1310
|
Donald L. Hagan LLC
Sarasota,
Florida
|
$734K
|
-$19.4K
|
-254
|
-3%
|
|
|
1311
|
Nilsine Partners
Greenwood Village,
Colorado
|
$734K
|
+$58.8K
|
+770
|
+9%
|
|
|
1312
|
Claro Advisors
Boston,
Massachusetts
|
$732K
|
+$76.4K
|
+1,000
|
+12%
|
|
|
1313
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$729K
|
-$13K
|
-170
|
-2%
|
|
|
1314
|
Bristlecone Advisors
Bellevue,
Washington
|
$727K
|
-$120K
|
-1,565
|
-15%
|
|
|
1315
|
Empirical Asset Management
Wellesley,
Massachusetts
|
$726K
|
+$556K
|
+7,285
|
+178%
|
|
|
1316
|
Cove Private Wealth
Oyster Bay Cove,
New York
|
$726K
|
–
|
–
|
–
|
|
|
1317
|
Insigneo Advisory Services
Miami,
Florida
|
$724K
|
+$2.9K
|
+38
|
+0.4%
|
|
|
1318
|
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
$722K
|
+$574K
|
+7,513
|
+490%
|
|
|
1319
|
LGT Fund Management
Vaduz,
Liechtenstein
|
$718K
|
–
|
–
|
–
|
|
|
1320
|
Freestone Capital Holdings
Seattle,
Washington
|
$718K
|
-$23.8K
|
-312
|
-3%
|
|
|
1321
|
Vista Investment Management
Pittsburgh,
Pennsylvania
|
$717K
|
-$197K
|
-2,578
|
-22%
|
|
|
1322
|
Delap Wealth Advisory
Lake Oswego,
Oregon
|
$717K
|
+$687K
|
+8,993
|
New
|
|
|
1323
|
Concentric Wealth Management
Lafayette,
California
|
$716K
|
+$1.45K
|
+19
|
+0.2%
|
|
|
1324
|
Realta Investment Advisors
Wilmington,
Delaware
|
$714K
|
-$21.2K
|
-278
|
-3%
|
|
|
1325
|
Quadcap Wealth Management
Frisco,
Texas
|
$713K
|
+$72K
|
+942
|
+12%
|
|
