|
1201
|
|
$955K
|
–
|
–
|
–
|
|
|
1202
|
Stoneridge Investment Partners
Radnor,
Pennsylvania
|
$955K
|
+$420K
|
+2,180
|
+57%
|
|
|
1203
|
CreativeOne Wealth
Overland Park,
Kansas
|
$955K
|
-$235K
|
-1,220
|
-17%
|
|
|
1204
|
Evercore Wealth Management
New York
|
$952K
|
-$34.7K
|
-180
|
-3%
|
|
|
1205
|
Anchor Investment Management
Columbia,
South Carolina
|
$947K
|
+$33.7K
|
+175
|
+3%
|
|
|
1206
|
Advisory Resource Group
Tulsa,
Oklahoma
|
$944K
|
+$172K
|
+890
|
+18%
|
|
|
1207
|
Little House Capital
Braintree,
Massachusetts
|
$940K
|
+$1.14M
|
+5,905
|
New
|
|
|
1208
|
CIM Investment Management
Pittsburgh,
Pennsylvania
|
$939K
|
-$964
|
-5
|
-0.1%
|
|
|
1209
|
Virtue Capital Management
Brentwood,
Tennessee
|
$938K
|
+$223K
|
+1,155
|
+24%
|
|
|
1210
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$936K
|
+$9.6K
|
+50
|
+0.9%
|
|
|
1211
|
Moran Wealth Management
Naples,
Florida
|
$936K
|
+$54K
|
+280
|
+5%
|
|
|
1212
|
Catalyst Financial Partners
Boston,
Massachusetts
|
$931K
|
+$7.71K
|
+40
|
+0.7%
|
|
|
1213
|
Wright Investors Service
Shelton,
Connecticut
|
$927K
|
+$1.12M
|
+5,820
|
New
|
|
|
1214
|
Capula Management
Grand Cayman,
Cayman Islands
|
$925K
|
+$1.03M
|
+5,355
|
+1,177%
|
|
|
1215
|
Unigestion Holding
Geneva,
Switzerland
|
$924K
|
+$1.12M
|
+5,805
|
New
|
|
|
1216
|
Fedenia Advisers
Madison,
Wisconsin
|
$924K
|
+$265K
|
+1,375
|
+31%
|
|
|
1217
|
WrapManager Inc
Mill Valley,
California
|
$918K
|
-$359K
|
-1,860
|
-24%
|
|
|
1218
|
TCI Wealth Advisors
Tucson,
Arizona
|
$917K
|
+$97.3K
|
+505
|
+10%
|
|
|
1219
|
Westwood Wealth Management
Los Angeles,
California
|
$916K
|
+$434K
|
+2,250
|
+64%
|
|
|
1220
|
CX Institutional
Auburn,
Indiana
|
$915K
|
+$60.7K
|
+315
|
+6%
|
|
|
1221
|
Kingswood Wealth Advisors
San Diego,
California
|
$914K
|
-$92.5K
|
-480
|
-8%
|
|
|
1222
|
Physician Wealth Advisors
Midvale,
Utah
|
$912K
|
+$14.5K
|
+75
|
+1%
|
|
|
1223
|
KG&L Capital Management
Saint Francisville,
Louisiana
|
$906K
|
+$1.1M
|
+5,690
|
New
|
|
|
1224
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$906K
|
-$85.8K
|
-445
|
-7%
|
|
|
1225
|
Albert D. Mason Inc
Boston,
Massachusetts
|
$905K
|
+$19.3K
|
+100
|
+2%
|
|
