|
1201
|
Brookwood Investment Group
Phoenix,
Arizona
|
$687K
|
+$689K
|
+8,774
|
New
|
|
|
1202
|
Future Fund LLC
Chicago,
Illinois
|
$686K
|
+$688K
|
+8,764
|
New
|
|
|
1203
|
Sutton Place Investors
Katonah,
New York
|
$679K
|
+$11K
|
+140
|
+2%
|
|
|
1204
|
Alta Advisers
London,
United Kingdom
|
$679K
|
+$290K
|
+3,700
|
+74%
|
|
|
1205
|
Citizens National Bank Trust Department
Meridian,
Mississippi
|
$675K
|
+$7.85K
|
+100
|
+1%
|
|
|
1206
|
Trust Company of Toledo
Holland,
Ohio
|
$675K
|
+$127K
|
+1,613
|
+23%
|
|
|
1207
|
Avondale Wealth Management
West Lake Hills,
Texas
|
$673K
|
–
|
–
|
–
|
|
|
1208
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$672K
|
+$176K
|
+2,239
|
+35%
|
|
|
1209
|
J.W. Cole Advisors
Tampa,
Florida
|
$669K
|
+$273K
|
+3,473
|
+68%
|
|
|
1210
|
Quadcap Wealth Management
Frisco,
Texas
|
$668K
|
+$3.38K
|
+43
|
+0.5%
|
|
|
1211
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$667K
|
-$84.3K
|
-1,074
|
-11%
|
|
|
1212
|
HMV Wealth Advisors
Shreveport,
Louisiana
|
$665K
|
–
|
–
|
–
|
|
|
1213
|
Mission Creek Capital Partners
San Francisco,
California
|
$665K
|
-$232K
|
-2,952
|
-26%
|
|
|
1214
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$662K
|
+$79K
|
+1,007
|
+14%
|
|
|
1215
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$659K
|
-$128K
|
-1,626
|
-16%
|
|
|
1216
|
Unique Wealth Strategies
Burr Ridge,
Illinois
|
$654K
|
-$40.7K
|
-519
|
-6%
|
|
|
1217
|
Brown Brothers Harriman & Co
New York
|
$653K
|
-$70.7K
|
-901
|
-10%
|
|
|
1218
|
Badgley Phelps Wealth Managers
Seattle,
Washington
|
$652K
|
+$40.1K
|
+511
|
+7%
|
|
|
1219
|
D.J. St. Germain
Springfield,
Massachusetts
|
$652K
|
-$101K
|
-1,291
|
-13%
|
|
|
1220
|
Hara Capital
Bellevue,
Washington
|
$652K
|
-$56.1K
|
-715
|
-8%
|
|
|
1221
|
Avalon Trust
Santa Fe,
New Mexico
|
$651K
|
-$141K
|
-1,800
|
-18%
|
|
|
1222
|
Bordeaux Wealth Advisors
Menlo Park,
California
|
$651K
|
+$34.3K
|
+437
|
+6%
|
|
|
1223
|
Cypress Wealth Services
Palm Desert,
California
|
$651K
|
+$157
|
+2
|
+0%
|
|
|
1224
|
Raab & Moskowitz Asset Management
Chatham,
New Jersey
|
$647K
|
+$5.18K
|
+66
|
+0.8%
|
|
|
1225
|
Federated Hermes
Pittsburgh,
Pennsylvania
|
$643K
|
+$40.7K
|
+519
|
+7%
|
|
