|
1201
|
Avantra Family Wealth
Mechanicsburg,
Pennsylvania
|
$1.2M
|
+$137K
|
+2,036
|
+13%
|
|
|
1202
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$1.2M
|
+$49.8K
|
+743
|
+4%
|
|
|
1203
|
CX Institutional
Auburn,
Indiana
|
$1.2M
|
+$62.3K
|
+928
|
+6%
|
|
|
1204
|
Dara Capital US
Miami,
Florida
|
$1.19M
|
+$1.19M
|
+17,770
|
New
|
|
|
1205
|
Cypress Capital Group
Palm Beach,
Florida
|
$1.19M
|
+$119K
|
+1,780
|
+11%
|
|
|
1206
|
Pursuit Wealth Strategies
Raleigh,
North Carolina
|
$1.19M
|
+$1.18M
|
+17,657
|
New
|
|
|
1207
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$1.19M
|
-$133K
|
-1,978
|
-10%
|
|
|
1208
|
Values Added Financial
Washington,
District of Columbia
|
$1.18M
|
-$36.4K
|
-543
|
-3%
|
|
|
1209
|
Darden Wealth Group
Ann Arbor,
Michigan
|
$1.18M
|
-$12.1K
|
-181
|
-1%
|
|
|
1210
|
Madison Wealth Partners
Madison,
Wisconsin
|
$1.17M
|
+$85.5K
|
+1,275
|
+8%
|
|
|
1211
|
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
$1.17M
|
+$1.17M
|
+17,424
|
New
|
|
|
1212
|
Eastern Bank
Boston,
Massachusetts
|
$1.17M
|
+$756K
|
+11,266
|
+184%
|
|
|
1213
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$1.17M
|
-$22.5K
|
-336
|
-2%
|
|
|
1214
|
VestGen Advisors
Inverness,
Illinois
|
$1.16M
|
+$80.1K
|
+1,194
|
+7%
|
|
|
1215
|
World Equity Group
Schaumburg,
Illinois
|
$1.16M
|
-$107K
|
-1,588
|
-8%
|
|
|
1216
|
Vista Investment Management
Pittsburgh,
Pennsylvania
|
$1.16M
|
+$195K
|
+2,908
|
+20%
|
|
|
1217
|
Canvas Wealth Advisors
Shawnee,
Kansas
|
$1.16M
|
+$3.62K
|
+54
|
+0.3%
|
|
|
1218
|
Cohen Capital Management
Corte Madera,
California
|
$1.16M
|
–
|
–
|
–
|
|
|
1219
|
Flagstar Advisors
New York
|
$1.16M
|
+$44.8K
|
+668
|
+4%
|
|
|
1220
|
Belpointe Asset Management
Reno,
Nevada
|
$1.16M
|
+$251K
|
+3,743
|
+28%
|
|
|
1221
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$1.15M
|
-$27.6K
|
-411
|
-2%
|
|
|
1222
|
Roundview Capital
Princeton,
New Jersey
|
$1.15M
|
+$403
|
+6
|
+0%
|
|
|
1223
|
Essex Savings Bank
Essex,
Connecticut
|
$1.15M
|
+$7.78K
|
+116
|
+0.7%
|
|
|
1224
|
Redmont Wealth Advisors
Chicago,
Illinois
|
$1.14M
|
–
|
–
|
–
|
|
|
1225
|
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
|
$1.14M
|
-$26.7M
|
-398,411
|
-96%
|
|
