|
1351
|
Twin Peaks Wealth Advisors
Burlingame,
California
|
$11M
|
+$1.75M
|
+2,581
|
+19%
|
|
|
1352
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$11M
|
+$911K
|
+1,342
|
+9%
|
|
|
1353
|
National Wealth Management Group
Cincinnati,
Ohio
|
$11M
|
-$816K
|
-1,202
|
-7%
|
|
|
1354
|
PCM Encore
Aspen,
Colorado
|
$11M
|
+$10.9M
|
+16,019
|
New
|
|
|
1355
|
SOL Capital Management
Rockville,
Maryland
|
$11M
|
-$134K
|
-197
|
-1%
|
|
|
1356
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$11M
|
-$10.9K
|
-16
|
-0.1%
|
|
|
1357
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$10.9M
|
-$536K
|
-790
|
-5%
|
|
|
1358
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$10.9M
|
–
|
–
|
–
|
|
|
1359
|
IFC Advisors
Los Angeles,
California
|
$10.9M
|
-$182K
|
-268
|
-2%
|
|
|
1360
|
Beacon Bridge Wealth Partners
Lower Gwynedd,
Pennsylvania
|
$10.9M
|
-$165K
|
-243
|
-2%
|
|
|
1361
|
Whalerock Point Partners
Providence,
Rhode Island
|
$10.9M
|
+$93K
|
+137
|
+0.9%
|
|
|
1362
|
Moors & Cabot
Boston,
Massachusetts
|
$10.9M
|
+$1.01M
|
+1,491
|
+10%
|
|
|
1363
|
BWM Planning
The Woodlands,
Texas
|
$10.9M
|
-$76.7K
|
-113
|
-0.7%
|
|
|
1364
|
Tyche Wealth Partners
Plano,
Texas
|
$10.9M
|
+$2.09M
|
+3,081
|
+24%
|
|
|
1365
|
Aegis Wealth Management (Maryland)
Bethesda,
Maryland
|
$10.9M
|
-$1.95M
|
-2,870
|
-15%
|
|
|
1366
|
Bulwark Capital
Fernandina Beach,
Florida
|
$10.9M
|
+$401K
|
+591
|
+4%
|
|
|
1367
|
Mountain Hill Investment Partners
Atlantic Highlands,
New Jersey
|
$10.8M
|
+$143K
|
+210
|
+1%
|
|
|
1368
|
Venturi Wealth Management
Austin,
Texas
|
$10.8M
|
-$579K
|
-853
|
-5%
|
|
|
1369
|
Solstein Capital
Menlo Park,
California
|
$10.8M
|
–
|
–
|
–
|
|
|
1370
|
Boyd Wealth Management
Sacramento,
California
|
$10.8M
|
-$162K
|
-238
|
-1%
|
|
|
1371
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$10.8M
|
+$1.64M
|
+2,413
|
+18%
|
|
|
1372
|
Red Wave Investments
Dillsburg,
Pennsylvania
|
$10.8M
|
-$91.7K
|
-135
|
-0.9%
|
|
|
1373
|
Arete Wealth Advisors
Chicago,
Illinois
|
$10.8M
|
-$890K
|
-1,311
|
-8%
|
|
|
1374
|
Chesapeake Wealth Management
Williamsburg,
Virginia
|
$10.7M
|
+$1.06M
|
+1,568
|
+11%
|
|
|
1375
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$10.7M
|
+$680K
|
+1,002
|
+7%
|
|
