|
1201
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$220K
|
+$229K
|
+9,345
|
New
|
|
|
1202
|
Soundwatch Capital
Rowayton,
Connecticut
|
$219K
|
+$228K
|
+9,273
|
New
|
|
|
1203
|
InterOcean Capital Group
Nashville,
Tennessee
|
$218K
|
-$91.9K
|
-3,747
|
-29%
|
|
|
1204
|
Seascape Capital Management
Portsmouth,
New Hampshire
|
$217K
|
+$226K
|
+9,201
|
New
|
|
|
1205
|
Brio Consultants
San Francisco,
California
|
$216K
|
-$252K
|
-10,260
|
-53%
|
|
|
1206
|
Pacific Center for Financial Services
San Ramon,
California
|
$215K
|
+$2.06K
|
+84
|
+0.9%
|
|
|
1207
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$215K
|
+$224K
|
+9,123
|
New
|
|
|
1208
|
O'Rourke & Company
Boston,
Massachusetts
|
$215K
|
+$224K
|
+9,111
|
New
|
|
|
1209
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$215K
|
-$23.6K
|
-960
|
-10%
|
|
|
1210
|
Concentric Wealth Management
Lafayette,
California
|
$215K
|
+$1.18K
|
+48
|
+0.5%
|
|
|
1211
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$213K
|
-$32.5K
|
-1,326
|
-13%
|
|
|
1212
|
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
|
$213K
|
+$222K
|
+9,030
|
New
|
|
|
1213
|
Bosun Asset Management
Chicago,
Illinois
|
$212K
|
–
|
–
|
–
|
|
|
1214
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$212K
|
–
|
–
|
–
|
|
|
1215
|
Laraway Financial Advisors
Saint Cloud,
Minnesota
|
$212K
|
+$220K
|
+8,979
|
New
|
|
|
1216
|
Stokes Family Office
New Orleans,
Louisiana
|
$211K
|
–
|
–
|
–
|
|
|
1217
|
M&R Capital Management
Summit,
New Jersey
|
$210K
|
+$9.94K
|
+405
|
+5%
|
|
|
1218
|
Perennial Advisors
New York
|
$209K
|
–
|
–
|
–
|
|
|
1219
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$208K
|
–
|
–
|
–
|
|
|
1220
|
Synergy Financial Group
San Ramon,
California
|
$207K
|
+$216K
|
+8,784
|
New
|
|
|
1221
|
Treynor Bancshares
Treynor,
Iowa
|
$206K
|
+$214K
|
+8,721
|
New
|
|
|
1222
|
Park Edge Advisors
Cleveland,
Ohio
|
$205K
|
–
|
–
|
–
|
|
|
1223
|
WealthSource Partners
San Luis Obispo,
California
|
$204K
|
-$16.9K
|
-687
|
-7%
|
|
|
1224
|
R.W. Roge & Company
Bohemia,
New York
|
$204K
|
-$15.2K
|
-621
|
-6%
|
|
|
1225
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$204K
|
+$212K
|
+8,646
|
New
|
|
