|
1201
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$1.75M
|
+$223K
|
+2,386
|
+14%
|
|
|
1202
|
Tred Avon Family Wealth
Easton,
Maryland
|
$1.75M
|
+$183K
|
+1,956
|
+11%
|
|
|
1203
|
HM Payson & Co
Portland,
Maine
|
$1.75M
|
+$364K
|
+3,899
|
+25%
|
|
|
1204
|
Philadelphia Trust Company
Philadelphia,
Pennsylvania
|
$1.74M
|
–
|
–
|
–
|
|
|
1205
|
IMC Chicago
Chicago,
Illinois
|
$1.74M
|
+$1.79M
|
+19,173
|
New
|
|
|
1206
|
WealthGarden F.S.
El Segundo,
California
|
$1.72M
|
+$151K
|
+1,614
|
+9%
|
|
|
1207
|
Howard Financial Services
Dallas,
Texas
|
$1.72M
|
-$37K
|
-396
|
-2%
|
|
|
1208
|
ETF Portfolio Partners
Leawood,
Kansas
|
$1.72M
|
-$318K
|
-3,407
|
-15%
|
|
|
1209
|
Sovereign Financial Group
Stamford,
Connecticut
|
$1.71M
|
+$143K
|
+1,533
|
+9%
|
|
|
1210
|
LongView Wealth Management
Atlanta,
Georgia
|
$1.71M
|
+$40K
|
+429
|
+2%
|
|
|
1211
|
Excelsior Advisor Network
Denver,
Colorado
|
$1.71M
|
+$318K
|
+3,409
|
+22%
|
|
|
1212
|
NTV Asset Management
Charleston,
West Virginia
|
$1.71M
|
+$205K
|
+2,200
|
+13%
|
|
|
1213
|
Vista Capital Partners
Portland,
Oregon
|
$1.7M
|
-$106K
|
-1,131
|
-6%
|
|
|
1214
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$1.7M
|
+$928K
|
+9,946
|
+113%
|
|
|
1215
|
Aureus Asset Management
Boston,
Massachusetts
|
$1.69M
|
+$1.44M
|
+15,416
|
+466%
|
|
|
1216
|
Investment Research & Advisory Group
Atlanta,
Georgia
|
$1.69M
|
+$10.7K
|
+115
|
+0.6%
|
|
|
1217
|
Dana Investment Advisors
Waukesha,
Wisconsin
|
$1.69M
|
+$145K
|
+1,553
|
+9%
|
|
|
1218
|
Heritage Wealth Architects
Mendota Heights,
Minnesota
|
$1.68M
|
-$47.4K
|
-508
|
-3%
|
|
|
1219
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$1.68M
|
-$154K
|
-1,655
|
-8%
|
|
|
1220
|
WealthCare Investment Partners
Portsmouth,
Rhode Island
|
$1.68M
|
+$41.9K
|
+449
|
+2%
|
|
|
1221
|
SIMA Wealth Partners
North Chesterfield,
Virginia
|
$1.67M
|
–
|
–
|
–
|
|
|
1222
|
Coquina Private Wealth LLC
Port Charlotte,
Florida
|
$1.66M
|
-$125K
|
-1,341
|
-7%
|
|
|
1223
|
Tower Trust & Investment Company
Davenport,
Iowa
|
$1.66M
|
+$78K
|
+836
|
+5%
|
|
|
1224
|
HUB Investment Partners
Austin,
Texas
|
$1.66M
|
+$338K
|
+3,624
|
+25%
|
|
|
1225
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$1.66M
|
-$1.4K
|
-15
|
-0.1%
|
|
