|
1301
|
Frisch Financial Group
Melville,
New York
|
$1.7M
|
-$159K
|
-411
|
-9%
|
|
|
1302
|
Doyle Wealth Management
St. Petersburg,
Florida
|
$1.69M
|
+$386
|
+1
|
+0%
|
|
|
1303
|
Dock Street Asset Management
Palm Beach,
Florida
|
$1.69M
|
-$35.5K
|
-92
|
-2%
|
|
|
1304
|
Trilogy Capital
Irvine,
California
|
$1.68M
|
+$315K
|
+816
|
+24%
|
|
|
1305
|
Community Bank
Dewitt,
New York
|
$1.68M
|
-$150K
|
-389
|
-8%
|
|
|
1306
|
Osborne Partners Capital Management
San Francisco,
California
|
$1.68M
|
+$90.3K
|
+234
|
+6%
|
|
|
1307
|
Monterey Private Wealth
Monterey,
California
|
$1.67M
|
+$43.2K
|
+112
|
+3%
|
|
|
1308
|
United Asset Strategies
Garden City,
New York
|
$1.67M
|
-$39.4K
|
-102
|
-2%
|
|
|
1309
|
Personal CFO Solutions
Chester,
New Jersey
|
$1.66M
|
+$45.9K
|
+119
|
+3%
|
|
|
1310
|
Shoker Investment Counsel
Oxford,
Ohio
|
$1.66M
|
+$17.4K
|
+45
|
+1%
|
|
|
1311
|
TAP Consulting
Kirkwood,
Missouri
|
$1.65M
|
-$632K
|
-1,636
|
-28%
|
|
|
1312
|
AllSquare Wealth Management
Albany,
New York
|
$1.65M
|
-$29K
|
-75
|
-2%
|
|
|
1313
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$1.65M
|
+$772K
|
+2,000
|
+94%
|
|
|
1314
|
Fieldpoint Private Securities
Greenwich,
Connecticut
|
$1.65M
|
-$152K
|
-395
|
-9%
|
|
|
1315
|
Wakefield Asset Management
Englewood,
Colorado
|
$1.64M
|
-$17.8K
|
-46
|
-1%
|
|
|
1316
|
ACG Wealth
Atlanta,
Georgia
|
$1.64M
|
-$25.5K
|
-66
|
-2%
|
|
|
1317
|
Hudson Bay Capital Management
Stamford,
Connecticut
|
$1.64M
|
+$1.59M
|
+4,120
|
New
|
|
|
1318
|
Vericrest Private Wealth
Newtown,
Pennsylvania
|
$1.64M
|
+$1.59M
|
+4,115
|
New
|
|
|
1319
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$1.63M
|
+$40.9K
|
+106
|
+3%
|
|
|
1320
|
Gordian Capital (Singapore)
Singapore
|
$1.63M
|
+$1.58M
|
+4,100
|
New
|
|
|
1321
|
Quantum Private Wealth
Tampa,
Florida
|
$1.63M
|
+$1.58M
|
+4,092
|
New
|
|
|
1322
|
Aspiriant LLC
Los Angeles,
California
|
$1.63M
|
+$154K
|
+399
|
+11%
|
|
|
1323
|
Meeder Asset Management
Dublin,
Ohio
|
$1.62M
|
-$52.1K
|
-135
|
-3%
|
|
|
1324
|
Crumly & Associates
Springfield,
Illinois
|
$1.6M
|
-$1.62M
|
-4,188
|
-48%
|
|
|
1325
|
Tower View Wealth Management
Shorewood,
Wisconsin
|
$1.6M
|
-$13.5K
|
-35
|
-0.9%
|
|
