|
1701
|
Occidental Asset Management
Burlingame,
California
|
$1.56M
|
+$304K
|
+3,448
|
+27%
|
|
|
1702
|
|
$1.56M
|
-$142K
|
-1,613
|
-9%
|
|
|
1703
|
Dana Investment Advisors
Waukesha,
Wisconsin
|
$1.56M
|
-$633K
|
-7,188
|
-31%
|
|
|
1704
|
BSW Wealth Partners
Boulder,
Colorado
|
$1.56M
|
+$112K
|
+1,273
|
+9%
|
|
|
1705
|
Tower View Wealth Management
Shorewood,
Wisconsin
|
$1.56M
|
+$1.06K
|
+12
|
+0.1%
|
|
|
1706
|
Crown Wealth Group
Charlotte,
North Carolina
|
$1.56M
|
+$47.1K
|
+535
|
+3%
|
|
|
1707
|
Gemmer Asset Management
Walnut Creek,
California
|
$1.55M
|
-$136K
|
-1,548
|
-9%
|
|
|
1708
|
London Company of Virginia
Richmond,
Virginia
|
$1.55M
|
–
|
–
|
–
|
|
|
1709
|
First National Trust
Hermitage,
Pennsylvania
|
$1.54M
|
-$17.4K
|
-197
|
-1%
|
|
|
1710
|
Goldstone Financial Group
Oakbrook Terrace,
Illinois
|
$1.54M
|
+$50.5K
|
+573
|
+4%
|
|
|
1711
|
Stokes Family Office
New Orleans,
Louisiana
|
$1.54M
|
-$360K
|
-4,085
|
-20%
|
|
|
1712
|
Sunstone Asset Management
New York
|
$1.54M
|
–
|
–
|
–
|
|
|
1713
|
Portland Global Advisors
Portland,
Maine
|
$1.54M
|
–
|
–
|
–
|
|
|
1714
|
Dark Forest Capital Management
San Juan,
Puerto Rico
|
$1.53M
|
+$998K
|
+11,332
|
+246%
|
|
|
1715
|
Cetera Trust Company
St. Paul,
Minnesota
|
$1.53M
|
+$1.39M
|
+15,775
|
+11,268%
|
|
|
1716
|
|
$1.53M
|
+$390K
|
+4,430
|
+39%
|
|
|
1717
|
Whalen Wealth Management
Las Vegas,
Nevada
|
$1.53M
|
+$115K
|
+1,302
|
+9%
|
|
|
1718
|
Waterfront Wealth
Overland Park,
Kansas
|
$1.53M
|
+$23.3K
|
+264
|
+2%
|
|
|
1719
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$1.52M
|
+$466K
|
+5,288
|
+50%
|
|
|
1720
|
Vision Retirement
Ridgewood,
New Jersey
|
$1.52M
|
-$84.3K
|
-957
|
-6%
|
|
|
1721
|
Ellsworth Advisors
Hudson,
Ohio
|
$1.52M
|
+$344K
|
+3,906
|
+33%
|
|
|
1722
|
ARS Wealth Advisors Group
St. Petersburg,
Florida
|
$1.52M
|
-$10.2K
|
-116
|
-0.7%
|
|
|
1723
|
Gratus Wealth Advisors
Virginia Beach,
Virginia
|
$1.52M
|
+$48.7K
|
+553
|
+4%
|
|
|
1724
|
JPL Wealth Management
Highlands Ranch,
Colorado
|
$1.51M
|
+$166K
|
+1,883
|
+14%
|
|
|
1725
|
Diversified Enterprises
Wilmington,
Delaware
|
$1.51M
|
+$32.8K
|
+372
|
+2%
|
|
