|
1201
|
Brio Consultants
San Francisco,
California
|
$438K
|
-$698K
|
-4,342
|
-60%
|
|
|
1202
|
Xcel Wealth Management
Holly Hill,
Florida
|
$436K
|
+$8.04K
|
+50
|
+2%
|
|
|
1203
|
Hillcrest Wealth Advisors
Hazlet,
New Jersey
|
$433K
|
–
|
–
|
–
|
|
|
1204
|
Sentinel Trust
Houston,
Texas
|
$433K
|
–
|
–
|
–
|
|
|
1205
|
Harrington Investments
Napa,
California
|
$433K
|
+$8.04K
|
+50
|
+2%
|
|
|
1206
|
Tradition Wealth Management
Edina,
Minnesota
|
$430K
|
-$64.3K
|
-400
|
-13%
|
|
|
1207
|
Biltmore Family Office
Charlotte,
North Carolina
|
$430K
|
–
|
–
|
–
|
|
|
1208
|
Chevy Chase Trust
Bethesda,
Maryland
|
$429K
|
-$129K
|
-800
|
-22%
|
|
|
1209
|
Terril Brothers
St. Louis,
Missouri
|
$428K
|
–
|
–
|
–
|
|
|
1210
|
Cornerstone Capital
Palo Alto,
California
|
$426K
|
-$8.2K
|
-51
|
-2%
|
|
|
1211
|
SteelPeak Wealth
Woodland Hills,
California
|
$426K
|
+$96.2K
|
+598
|
+28%
|
|
|
1212
|
Seaview Investment Managers
Miami,
Florida
|
$424K
|
–
|
–
|
–
|
|
|
1213
|
Trek Financial
Scottsdale,
Arizona
|
$421K
|
-$2.55M
|
-15,871
|
-85%
|
|
|
1214
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$421K
|
+$185K
|
+1,151
|
+73%
|
|
|
1215
|
Piedmont Capital Management (Montana)
Whitefish,
Montana
|
$420K
|
-$17M
|
-105,835
|
-98%
|
|
|
1216
|
Douglass Winthrop Advisors
New York
|
$420K
|
+$23.5K
|
+146
|
+6%
|
|
|
1217
|
Hall Capital Management
Barrington,
Rhode Island
|
$419K
|
+$129K
|
+800
|
+42%
|
|
|
1218
|
Jackson Hole Capital Partners
Tulsa,
Oklahoma
|
$417K
|
–
|
–
|
–
|
|
|
1219
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$416K
|
-$252K
|
-1,570
|
-37%
|
|
|
1220
|
Smith Anglin Financial
Dallas,
Texas
|
$414K
|
+$2.41K
|
+15
|
+0.6%
|
|
|
1221
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$414K
|
+$9.65K
|
+60
|
+2%
|
|
|
1222
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$412K
|
-$671K
|
-4,173
|
-61%
|
|
|
1223
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$412K
|
-$520K
|
-3,236
|
-55%
|
|
|
1224
|
Pacific Center for Financial Services
San Ramon,
California
|
$412K
|
+$158K
|
+985
|
+59%
|
|
|
1225
|
Fisher Asset Management
Camas,
Washington
|
$411K
|
-$125K
|
-776
|
-23%
|
|
