|
1201
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$324K
|
+$80K
|
+607
|
+34%
|
|
|
1202
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$322K
|
–
|
–
|
–
|
|
|
1203
|
Veery Capital
Wilmington,
Delaware
|
$322K
|
+$1.32K
|
+10
|
+0.4%
|
|
|
1204
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$322K
|
+$6.85K
|
+52
|
+2%
|
|
|
1205
|
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
|
$321K
|
+$313K
|
+2,378
|
New
|
|
|
1206
|
Delta Investment Management
San Francisco,
California
|
$320K
|
-$59.8K
|
-454
|
-16%
|
|
|
1207
|
Novare Capital Management
Charlotte,
North Carolina
|
$319K
|
+$395
|
+3
|
+0.1%
|
|
|
1208
|
AssetMark Inc
Concord,
California
|
$318K
|
-$34K
|
-258
|
-10%
|
|
|
1209
|
Reynolds Investment Management
Greenville,
South Carolina
|
$317K
|
-$8.43K
|
-64
|
-3%
|
|
|
1210
|
Perritt Capital Management
Chicago,
Illinois
|
$315K
|
–
|
–
|
–
|
|
|
1211
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
$315K
|
+$790
|
+6
|
+0.3%
|
|
|
1212
|
Bristlecone Advisors
Bellevue,
Washington
|
$315K
|
+$307K
|
+2,334
|
New
|
|
|
1213
|
Minot Wealth Management
Westwood,
Massachusetts
|
$314K
|
-$1.58K
|
-12
|
-0.5%
|
|
|
1214
|
Means Investment Company
Bangor,
Maine
|
$314K
|
+$3.29K
|
+25
|
+1%
|
|
|
1215
|
First Affirmative Financial Network
Colorado Springs,
Colorado
|
$314K
|
+$13.4K
|
+102
|
+5%
|
|
|
1216
|
Column Capital Advisors
Indianapolis,
Indiana
|
$313K
|
–
|
–
|
–
|
|
|
1217
|
Insight Folios
Charlotte,
North Carolina
|
$313K
|
+$6.46K
|
+49
|
+2%
|
|
|
1218
|
Journey Advisory Group
Covington,
Kentucky
|
$313K
|
+$46.1K
|
+350
|
+18%
|
|
|
1219
|
First Business Financial Services
Madison,
Wisconsin
|
$312K
|
–
|
–
|
–
|
|
|
1220
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$309K
|
-$3.03K
|
-23
|
-1%
|
|
|
1221
|
CMG Global Holdings
Plano,
Texas
|
$307K
|
–
|
–
|
–
|
|
|
1222
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$307K
|
+$5.4K
|
+41
|
+2%
|
|
|
1223
|
New England Asset Management
Farmington,
Connecticut
|
$306K
|
–
|
–
|
–
|
|
|
1224
|
Weil Company
San Diego,
California
|
$306K
|
–
|
–
|
–
|
|
|
1225
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$304K
|
-$11.6K
|
-88
|
-4%
|
|
