|
1701
|
Clarius Group LLC
Seattle,
Washington
|
$2.2M
|
-$121K
|
-240
|
-5%
|
|
|
1702
|
Fairscale Capital
Nashua,
New Hampshire
|
$2.2M
|
+$22.3K
|
+44
|
+1%
|
|
|
1703
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$2.19M
|
-$75.9K
|
-150
|
-3%
|
|
|
1704
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$2.19M
|
+$73.8K
|
+146
|
+4%
|
|
|
1705
|
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
|
$2.19M
|
+$2.17M
|
+4,289
|
New
|
|
|
1706
|
Weatherly Asset Management
Del Mar,
California
|
$2.19M
|
+$1.12M
|
+2,208
|
+107%
|
|
|
1707
|
LaSalle St. Investment Advisors
Elmhurst,
Illinois
|
$2.18M
|
+$213K
|
+421
|
+11%
|
|
|
1708
|
First Citizens Financial Corp
Mason City,
Iowa
|
$2.18M
|
+$103K
|
+203
|
+5%
|
|
|
1709
|
Michels Family Financial
Fort Worth,
Texas
|
$2.18M
|
+$2.15M
|
+4,256
|
New
|
|
|
1710
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$2.18M
|
+$291K
|
+576
|
+16%
|
|
|
1711
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$2.18M
|
-$15.1M
|
-29,768
|
-87%
|
|
|
1712
|
Wealthedge Investment Advisors
New York
|
$2.18M
|
+$2.15M
|
+4,255
|
New
|
|
|
1713
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$2.17M
|
+$745K
|
+1,472
|
+53%
|
|
|
1714
|
Simon Quick Advisors
Morristown,
New Jersey
|
$2.17M
|
+$206K
|
+408
|
+11%
|
|
|
1715
|
Lyell Wealth Management
Menlo Park,
California
|
$2.17M
|
-$90.5K
|
-179
|
-4%
|
|
|
1716
|
Cypress Asset Management
Houston,
Texas
|
$2.16M
|
-$250K
|
-495
|
-12%
|
|
|
1717
|
CenterStar Asset Management
Chicago,
Illinois
|
$2.15M
|
+$106K
|
+210
|
+5%
|
|
|
1718
|
|
$2.15M
|
–
|
–
|
–
|
|
|
1719
|
Pictet Bank & Trust
Nassau,
Bahamas
|
$2.15M
|
–
|
–
|
–
|
|
|
1720
|
McDonald Partners
Cleveland,
Ohio
|
$2.14M
|
+$111K
|
+219
|
+6%
|
|
|
1721
|
Investors Asset Management of Georgia
Atlanta,
Georgia
|
$2.14M
|
-$112K
|
-222
|
-5%
|
|
|
1722
|
Northern Financial Advisors
Bloomfield Hills,
Michigan
|
$2.14M
|
+$43K
|
+85
|
+2%
|
|
|
1723
|
CVFG LLC
Shelbyville,
Indiana
|
$2.13M
|
+$2.11M
|
+4,164
|
New
|
|
|
1724
|
Clarity Capital Partners
Newport Beach,
California
|
$2.12M
|
+$156K
|
+309
|
+8%
|
|
|
1725
|
First Foundation Advisors
Irvine,
California
|
$2.11M
|
+$76.9K
|
+152
|
+4%
|
|
