|
851
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$1.25M
|
+$267K
|
+1,635
|
+26%
|
|
|
852
|
Round Hill Asset Management
Pasadena,
California
|
$1.25M
|
-$39.1K
|
-240
|
-3%
|
|
|
853
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
$1.23M
|
+$52.2K
|
+320
|
+4%
|
|
|
854
|
Turtle Creek Wealth Advisors
Dallas,
Texas
|
$1.23M
|
+$208K
|
+1,278
|
+19%
|
|
|
855
|
Heritage Family Offices
Scottsdale,
Arizona
|
$1.23M
|
-$629K
|
-3,858
|
-33%
|
|
|
856
|
Nautilus Advisors
La Jolla,
California
|
$1.22M
|
-$2.45K
|
-15
|
-0.2%
|
|
|
857
|
Cape Ann Savings Bank
Glocuster,
Massachusetts
|
$1.22M
|
-$18.8K
|
-115
|
-1%
|
|
|
858
|
Chemistry Wealth Management
New York
|
$1.21M
|
+$326
|
+2
|
+0%
|
|
|
859
|
PFG Investments
Woodbury,
New York
|
$1.21M
|
+$79.1K
|
+485
|
+7%
|
|
|
860
|
Ballentine Partners
Waltham,
Massachusetts
|
$1.21M
|
+$65.3K
|
+400
|
+6%
|
|
|
861
|
Mad River Investors
Boston,
Massachusetts
|
$1.2M
|
–
|
–
|
–
|
|
|
862
|
Frank Rimerman Advisors
Palo Alto,
California
|
$1.2M
|
+$464K
|
+2,843
|
+59%
|
|
|
863
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$1.2M
|
+$5.06K
|
+31
|
+0.4%
|
|
|
864
|
Accretive Wealth Partners
Parsippany,
New Jersey
|
$1.2M
|
+$13.5K
|
+83
|
+1%
|
|
|
865
|
Barbara Oil Co
Chicago,
Illinois
|
$1.18M
|
–
|
–
|
–
|
|
|
866
|
Arista Wealth Management
Las Vegas,
Nevada
|
$1.17M
|
–
|
–
|
–
|
|
|
867
|
GeoWealth Management
Chicago,
Illinois
|
$1.17M
|
+$816K
|
+5,000
|
+206%
|
|
|
868
|
Blue Sparrow LLC
Dover,
Delaware
|
$1.16M
|
-$6.07M
|
-37,185
|
-83%
|
|
|
869
|
Central Trust Company
Jefferson City,
Missouri
|
$1.16M
|
-$75.4K
|
-462
|
-6%
|
|
|
870
|
TCTC Holdings
Dallas,
Texas
|
$1.16M
|
+$77.5K
|
+475
|
+7%
|
|
|
871
|
CIBC World Market
Toronto,
Ontario, Canada
|
$1.16M
|
-$27.6M
|
-168,961
|
-96%
|
|
|
872
|
Allen Mooney & Barnes Investment Advisors
Thomasville,
Georgia
|
$1.15M
|
+$4.89K
|
+30
|
+0.4%
|
|
|
873
|
IEQ Capital
Foster City,
California
|
$1.14M
|
-$1.55M
|
-9,527
|
-57%
|
|
|
874
|
MTM Investment Management
Spartanburg,
South Carolina
|
$1.12M
|
+$31.6K
|
+194
|
+3%
|
|
|
875
|
Atomi Financial Group
New York
|
$1.11M
|
+$219K
|
+1,342
|
+24%
|
|
