|
1201
|
Indivisible Partners
Clearwater,
Florida
|
$1.13M
|
+$1.27M
|
+7,383
|
New
|
|
|
1202
|
Perpetual Ltd
Sydney, New South Wales,
Australia
|
$1.13M
|
-$677K
|
-3,949
|
-35%
|
|
|
1203
|
Anchor Investment Management
Columbia,
South Carolina
|
$1.13M
|
+$122K
|
+710
|
+11%
|
|
|
1204
|
180 Wealth Advisors
Federal Way,
Washington
|
$1.12M
|
+$128K
|
+746
|
+11%
|
|
|
1205
|
Kesler Norman & Wride
Ogden,
Utah
|
$1.12M
|
+$322K
|
+1,878
|
+34%
|
|
|
1206
|
Northbridge Financial Group
Tampa,
Florida
|
$1.12M
|
+$1.25M
|
+7,306
|
New
|
|
|
1207
|
Sunstone Asset Management
New York
|
$1.12M
|
+$1.25M
|
+7,300
|
New
|
|
|
1208
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$1.12M
|
+$252K
|
+1,470
|
+25%
|
|
|
1209
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$1.11M
|
+$605K
|
+3,528
|
+94%
|
|
|
1210
|
Carr Financial Group
Worcester,
Massachusetts
|
$1.11M
|
+$582K
|
+3,395
|
+88%
|
|
|
1211
|
|
$1.11M
|
+$166K
|
+970
|
+15%
|
|
|
1212
|
Golden State Equity Partners
South Coast Metro,
California
|
$1.1M
|
+$299K
|
+1,743
|
+32%
|
|
|
1213
|
PFG Advisors
Phoenix,
Arizona
|
$1.1M
|
-$439K
|
-2,559
|
-26%
|
|
|
1214
|
Pier 88 Investment Partners
San Francisco,
California
|
$1.1M
|
-$17.2K
|
-100
|
-1%
|
|
|
1215
|
Silver Oak Securities
Jackson,
Tennessee
|
$1.1M
|
+$390K
|
+2,271
|
+47%
|
|
|
1216
|
Journey Strategic Wealth
Summit,
New Jersey
|
$1.1M
|
+$525K
|
+3,061
|
+74%
|
|
|
1217
|
NBT Bank
Norwich,
New York
|
$1.1M
|
-$66.4K
|
-387
|
-5%
|
|
|
1218
|
Morangie Management
Vero Beach,
Florida
|
$1.09M
|
-$23.3K
|
-136
|
-2%
|
|
|
1219
|
Fairfield, Bush & Co
Darien,
Connecticut
|
$1.08M
|
-$7.21K
|
-42
|
-0.6%
|
|
|
1220
|
Impact Investors
San Francisco,
California
|
$1.08M
|
-$79.3K
|
-462
|
-6%
|
|
|
1221
|
Westpac Banking Corp
Sydney,
Australia
|
$1.08M
|
-$558K
|
-3,255
|
-32%
|
|
|
1222
|
Caldwell Investment Management
Toronto,
Ontario, Canada
|
$1.08M
|
–
|
–
|
–
|
|
|
1223
|
Ducere Wealth Management
Newport Beach,
California
|
$1.08M
|
+$1.21M
|
+7,037
|
New
|
|
|
1224
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
$1.07M
|
-$4.6M
|
-26,791
|
-79%
|
|
|
1225
|
Riverpark Capital Management
New York
|
$1.06M
|
+$28K
|
+163
|
+2%
|
|
