|
1101
|
Stage Harbor Financial
Westwood,
Massachusetts
|
$435K
|
–
|
–
|
–
|
|
|
1102
|
Zhang Financial
Portage,
Michigan
|
$434K
|
+$188
|
+1
|
+0%
|
|
|
1103
|
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
|
$429K
|
-$38.7K
|
-206
|
-9%
|
|
|
1104
|
Guerra Pan Advisors
Montclair,
New Jersey
|
$428K
|
–
|
–
|
–
|
|
|
1105
|
Citizens Financial Group
Providence,
Rhode Island
|
$428K
|
-$49.7K
|
-265
|
-11%
|
|
|
1106
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$426K
|
-$13.9K
|
-74
|
-3%
|
|
|
1107
|
Beese Fulmer Investment Management
Canton,
Ohio
|
$425K
|
+$750
|
+4
|
+0.2%
|
|
|
1108
|
Advance Capital Management
Southfield,
Michigan
|
$424K
|
+$1.69K
|
+9
|
+0.4%
|
|
|
1109
|
Advisornet Financial
Minnetonka,
Minnesota
|
$422K
|
-$40.5K
|
-216
|
-9%
|
|
|
1110
|
Spinnaker Investment Group
Newport Beach,
California
|
$422K
|
+$407K
|
+2,170
|
New
|
|
|
1111
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$416K
|
-$56.1K
|
-299
|
-12%
|
|
|
1112
|
Wealth Management Associates
Cherry Hill,
New Jersey
|
$416K
|
-$1.31K
|
-7
|
-0.3%
|
|
|
1113
|
Beverly Hills Private Wealth
Beverly Hills,
California
|
$415K
|
-$130K
|
-691
|
-24%
|
|
|
1114
|
Westside Investment Management
Santa Monica,
California
|
$414K
|
–
|
–
|
–
|
|
|
1115
|
Klingman & Associates
New York
|
$411K
|
–
|
–
|
–
|
|
|
1116
|
Argentarii
Cincinnati,
Ohio
|
$411K
|
–
|
–
|
–
|
|
|
1117
|
Victory Financial Group
Austin,
Texas
|
$409K
|
-$45.6K
|
-243
|
-10%
|
|
|
1118
|
Aspiriant LLC
Los Angeles,
California
|
$409K
|
–
|
–
|
–
|
|
|
1119
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$407K
|
+$102K
|
+544
|
+35%
|
|
|
1120
|
Russell Investments Group
London,
United Kingdom
|
$403K
|
+$195K
|
+1,041
|
+101%
|
|
|
1121
|
Liberty Square Wealth Partners
Bethlehem,
Pennsylvania
|
$395K
|
–
|
–
|
–
|
|
|
1122
|
Catalyst Financial Partners
Boston,
Massachusetts
|
$394K
|
-$30.6K
|
-163
|
-7%
|
|
|
1123
|
Arlington Trust
Birmingham,
Alabama
|
$393K
|
-$33.2K
|
-177
|
-8%
|
|
|
1124
|
Waterway Wealth Management
The Woodlands,
Texas
|
$391K
|
–
|
–
|
–
|
|
|
1125
|
Donor Advised Charitable Giving
San Francisco,
California
|
$391K
|
+$25.7K
|
+137
|
+7%
|
|
