|
1201
|
Rainier Family Wealth
Tacoma,
Washington
|
$688K
|
+$684K
|
+3,350
|
New
|
|
|
1202
|
Freestone Grove Partners
San Francisco,
California
|
$683K
|
+$679K
|
+3,326
|
New
|
|
|
1203
|
LVZ Inc
Holland,
Michigan
|
$674K
|
-$55.1K
|
-270
|
-8%
|
|
|
1204
|
RWA Wealth Partners
Newton,
Massachusetts
|
$668K
|
+$79.8K
|
+391
|
+14%
|
|
|
1205
|
Chung Wu Investment Group
Sugar Land,
Texas
|
$668K
|
+$663K
|
+3,250
|
New
|
|
|
1206
|
Matisse Capital
Portland,
Oregon
|
$667K
|
–
|
–
|
–
|
|
|
1207
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$666K
|
+$5.51K
|
+27
|
+0.8%
|
|
|
1208
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$666K
|
+$26.5K
|
+130
|
+4%
|
|
|
1209
|
|
$666K
|
+$5.31K
|
+26
|
+0.8%
|
|
|
1210
|
|
$665K
|
–
|
–
|
–
|
|
|
1211
|
Marotta Asset Management
Charlottesville,
Virginia
|
$661K
|
–
|
–
|
–
|
|
|
1212
|
Baader Bank Aktiengesellschaft
Unterschleissheim,
Germany
|
$659K
|
-$443K
|
-2,172
|
-40%
|
|
|
1213
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$657K
|
–
|
–
|
–
|
|
|
1214
|
Naples Global Advisors
Naples,
Florida
|
$655K
|
–
|
–
|
–
|
|
|
1215
|
Quotient Wealth Partners
Dallas,
Texas
|
$654K
|
+$52.3K
|
+256
|
+9%
|
|
|
1216
|
Riverwater Partners
Milwaukee,
Wisconsin
|
$650K
|
-$238K
|
-1,165
|
-27%
|
|
|
1217
|
SkyOak Wealth
Southfield,
Michigan
|
$650K
|
–
|
–
|
–
|
|
|
1218
|
Pointe Capital Management
Grosse Pointe Farms,
Michigan
|
$649K
|
+$11.4K
|
+56
|
+2%
|
|
|
1219
|
Western Financial Corp
San Diego,
California
|
$648K
|
+$644K
|
+3,154
|
New
|
|
|
1220
|
Talon Private Wealth
The Villages,
Florida
|
$647K
|
–
|
–
|
–
|
|
|
1221
|
Curated Wealth Partners
El Segundo,
California
|
$646K
|
+$60.2K
|
+295
|
+10%
|
|
|
1222
|
Leavell Investment Management
Mobile,
Alabama
|
$644K
|
+$112K
|
+550
|
+21%
|
|
|
1223
|
Quantessence Capital
New York
|
$638K
|
+$634K
|
+3,108
|
New
|
|
|
1224
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$636K
|
-$34.7K
|
-170
|
-5%
|
|
|
1225
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$636K
|
+$632K
|
+3,098
|
New
|
|
