|
1201
|
Peak Asset Management
Louisville,
Colorado
|
$523K
|
+$511K
|
+7,310
|
New
|
|
|
1202
|
Colonial Trust
Spartanburg,
South Carolina
|
$521K
|
+$7.07K
|
+101
|
+1%
|
|
|
1203
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$519K
|
-$17.1K
|
-244
|
-3%
|
|
|
1204
|
Optimum Investment Advisors
Chicago,
Illinois
|
$518K
|
+$14K
|
+200
|
+3%
|
|
|
1205
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$516K
|
-$66.9K
|
-956
|
-12%
|
|
|
1206
|
Trilogy Capital
Irvine,
California
|
$514K
|
-$5.6K
|
-80
|
-1%
|
|
|
1207
|
Anchor Investment Management
Columbia,
South Carolina
|
$513K
|
–
|
–
|
–
|
|
|
1208
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$512K
|
-$682K
|
-9,751
|
-58%
|
|
|
1209
|
Relyea Zuckerberg Hanson
Stamford,
Connecticut
|
$512K
|
–
|
–
|
–
|
|
|
1210
|
Phocas Financial Corp
Alameda,
California
|
$506K
|
–
|
–
|
–
|
|
|
1211
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$505K
|
-$137K
|
-1,961
|
-22%
|
|
|
1212
|
John W. Brooker & Co
Oakland,
California
|
$504K
|
–
|
–
|
–
|
|
|
1213
|
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
|
$501K
|
–
|
–
|
–
|
|
|
1214
|
New Legacy Group
New York
|
$501K
|
–
|
–
|
–
|
|
|
1215
|
Trust Company of Oklahoma
Tulsa,
Oklahoma
|
$501K
|
–
|
–
|
–
|
|
|
1216
|
Traverso Chambers Private Wealth Management
Santa Rosa,
California
|
$499K
|
–
|
–
|
–
|
|
|
1217
|
Independent Wealth Network
Urbandale,
Iowa
|
$498K
|
+$10.8K
|
+155
|
+2%
|
|
|
1218
|
MBL Wealth
Charlotte,
North Carolina
|
$497K
|
-$1.4K
|
-20
|
-0.3%
|
|
|
1219
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$497K
|
+$36.4K
|
+520
|
+8%
|
|
|
1220
|
Breakwater Capital Group
Paramus,
New Jersey
|
$492K
|
+$163K
|
+2,334
|
+51%
|
|
|
1221
|
Financial Guidance Group
Palm Harbor,
Florida
|
$492K
|
–
|
–
|
–
|
|
|
1222
|
Victory Capital Management
San Antonio,
Texas
|
$492K
|
-$6.43M
|
-91,876
|
-93%
|
|
|
1223
|
Whitford Management
New York
|
$490K
|
–
|
–
|
–
|
|
|
1224
|
Old Second National Bank of Aurora
Aurora,
Illinois
|
$490K
|
–
|
–
|
–
|
|
|
1225
|
Jordan Park Group
San Francisco,
California
|
$489K
|
-$827K
|
-11,822
|
-63%
|
|
