|
1201
|
Choate Investment Advisors
Boston,
Massachusetts
|
$1.51M
|
+$322K
|
+5,150
|
+30%
|
|
|
1202
|
Sierra Capital
Miami,
Florida
|
$1.51M
|
–
|
–
|
–
|
|
|
1203
|
Larson Financial Group
St Louis,
Missouri
|
$1.5M
|
+$35K
|
+560
|
+3%
|
|
|
1204
|
CRA Financial Services
Northfield,
New Jersey
|
$1.5M
|
-$62.5K
|
-1,000
|
-4%
|
|
|
1205
|
United Asset Strategies
Garden City,
New York
|
$1.5M
|
+$606K
|
+9,700
|
+77%
|
|
|
1206
|
First Foundation Advisors
Irvine,
California
|
$1.5M
|
-$112K
|
-1,800
|
-7%
|
|
|
1207
|
Diversify Wealth Management
Sandy,
Utah
|
$1.5M
|
+$1.57M
|
+25,070
|
New
|
|
|
1208
|
World Investment Advisors
Santa Barbara,
California
|
$1.49M
|
+$1.38M
|
+22,150
|
New
|
|
|
1209
|
Strategic Wealth Investment Group
Louisville,
Kentucky
|
$1.49M
|
+$1.38M
|
+22,060
|
New
|
|
|
1210
|
Catalina Capital Group
Torrance,
California
|
$1.49M
|
+$50.6K
|
+810
|
+4%
|
|
|
1211
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$1.48M
|
-$791K
|
-12,670
|
-37%
|
|
|
1212
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$1.48M
|
-$343K
|
-5,490
|
-20%
|
|
|
1213
|
Clearstead Advisors
Cleveland,
Ohio
|
$1.47M
|
+$662K
|
+10,600
|
+95%
|
|
|
1214
|
Angeles Wealth Management
Santa Monica,
California
|
$1.47M
|
+$117K
|
+1,870
|
+9%
|
|
|
1215
|
Apriem Advisors
Irvine,
California
|
$1.47M
|
+$354K
|
+5,660
|
+35%
|
|
|
1216
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$1.46M
|
-$1.21M
|
-19,450
|
-47%
|
|
|
1217
|
Daymark Wealth Partners
Cincinnati,
Ohio
|
$1.46M
|
+$186K
|
+2,980
|
+16%
|
|
|
1218
|
180 Wealth Advisors
Federal Way,
Washington
|
$1.44M
|
+$86.8K
|
+1,390
|
+7%
|
|
|
1219
|
GS Investments
Minneapolis,
Minnesota
|
$1.44M
|
-$17.5K
|
-280
|
-1%
|
|
|
1220
|
Gould Capital
Tacoma,
Washington
|
$1.44M
|
+$26.9K
|
+430
|
+2%
|
|
|
1221
|
Trilogy Capital
Irvine,
California
|
$1.44M
|
+$768K
|
+12,290
|
+136%
|
|
|
1222
|
DMC Group
Birmingham,
Alabama
|
$1.44M
|
+$63.7K
|
+1,020
|
+5%
|
|
|
1223
|
Valmark Advisers
Akron,
Ohio
|
$1.43M
|
-$8.12K
|
-130
|
-0.6%
|
|
|
1224
|
Buttonwood Financial Advisors
Baltimore,
Maryland
|
$1.43M
|
-$20K
|
-320
|
-1%
|
|
|
1225
|
Poehling Capital Management
Madison,
Wisconsin
|
$1.42M
|
+$1.32M
|
+21,100
|
New
|
|
