|
1201
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$217K
|
–
|
–
|
–
|
|
|
1202
|
BigSur Wealth Management
Miami,
Florida
|
$217K
|
–
|
–
|
–
|
|
|
1203
|
Madrona Financial Services
Everett,
Washington
|
$217K
|
–
|
–
|
–
|
|
|
1204
|
MBL Wealth
Charlotte,
North Carolina
|
$217K
|
+$269K
|
+4,200
|
New
|
|
|
1205
|
Parsec Financial Management
Asheville,
North Carolina
|
$215K
|
–
|
–
|
–
|
|
|
1206
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$214K
|
-$2.69K
|
-42
|
-1%
|
|
|
1207
|
Northeast Financial Consultants
Westport,
Connecticut
|
$214K
|
–
|
–
|
–
|
|
|
1208
|
Petrus Trust Company
Dallas,
Texas
|
$214K
|
+$266K
|
+4,149
|
New
|
|
|
1209
|
Montecito Bank & Trust
Santa Barbara,
California
|
$213K
|
-$9.73K
|
-152
|
-4%
|
|
|
1210
|
Harbour Investments
Madison,
Wisconsin
|
$213K
|
+$264K
|
+4,123
|
New
|
|
|
1211
|
Quintet Private Bank (Europe)
Luxembourg
|
$212K
|
+$253K
|
+3,945
|
New
|
|
|
1212
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$212K
|
+$13.8K
|
+216
|
+6%
|
|
|
1213
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$212K
|
+$130K
|
+2,033
|
+98%
|
|
|
1214
|
Sutton Wealth Advisors
Tampa,
Florida
|
$212K
|
+$59.3K
|
+926
|
+29%
|
|
|
1215
|
WMG Financial Advisors
Knoxville,
Tennessee
|
$211K
|
+$33.2K
|
+519
|
+15%
|
|
|
1216
|
Gables Capital Management
Miami,
Florida
|
$210K
|
–
|
–
|
–
|
|
|
1217
|
Kowal Investment Group
Brookfield,
Wisconsin
|
$210K
|
+$260K
|
+4,064
|
New
|
|
|
1218
|
YorkBridge Wealth Partners
New York
|
$209K
|
–
|
–
|
–
|
|
|
1219
|
Silverlake Wealth Management
Williston,
Vermont
|
$208K
|
+$33.5K
|
+523
|
+15%
|
|
|
1220
|
Requisite Capital Management
Dallas,
Texas
|
$208K
|
–
|
–
|
–
|
|
|
1221
|
SlateStone Wealth
Jupiter,
Florida
|
$208K
|
+$259K
|
+4,037
|
New
|
|
|
1222
|
CreativeOne Wealth
Overland Park,
Kansas
|
$206K
|
-$30.4K
|
-475
|
-11%
|
|
|
1223
|
Family Management
New York
|
$205K
|
-$11.3K
|
-177
|
-4%
|
|
|
1224
|
Secure Asset Management
Troy,
Michigan
|
$205K
|
+$5.83K
|
+91
|
+2%
|
|
|
1225
|
Manchester Financial
Westlake Village,
California
|
$204K
|
+$35.2K
|
+550
|
+16%
|
|
