|
1201
|
Family Management
New York
|
$3.06M
|
-$20.2K
|
-69
|
-0.7%
|
|
|
1202
|
WealthSource Partners
San Luis Obispo,
California
|
$3.06M
|
+$745K
|
+2,546
|
+35%
|
|
|
1203
|
Spotlight Asset Group
Oakbrook Terrace,
Illinois
|
$3.05M
|
+$69.4K
|
+237
|
+2%
|
|
|
1204
|
Waverly Advisors
Birmingham,
Alabama
|
$3.04M
|
-$2.9M
|
-9,918
|
-52%
|
|
|
1205
|
Oliver Luxxe Assets
Gladstone,
New Jersey
|
$3.04M
|
+$565K
|
+1,929
|
+24%
|
|
|
1206
|
Clarus Wealth Advisors
Peoria,
Arizona
|
$3.03M
|
+$832K
|
+2,843
|
+42%
|
|
|
1207
|
Rovin Capital
Mesa,
Arizona
|
$3.03M
|
-$92.5K
|
-316
|
-3%
|
|
|
1208
|
EPIQ Partners
Minneapolis,
Minnesota
|
$3.02M
|
–
|
–
|
–
|
|
|
1209
|
Modera Wealth Management
Westwood,
New Jersey
|
$3.02M
|
+$162K
|
+553
|
+6%
|
|
|
1210
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$3.02M
|
+$238K
|
+812
|
+9%
|
|
|
1211
|
Doyle Wealth Management
St. Petersburg,
Florida
|
$3.02M
|
-$424K
|
-1,450
|
-13%
|
|
|
1212
|
Modus Advisors
Excelsior,
Minnesota
|
$3.01M
|
+$1.69M
|
+5,767
|
+144%
|
|
|
1213
|
OneAscent Financial Services
Birmingham,
Alabama
|
$3.01M
|
+$464K
|
+1,586
|
+19%
|
|
|
1214
|
Heritage Investors Management Corp
Bethesda,
Maryland
|
$3M
|
–
|
–
|
–
|
|
|
1215
|
Sanchez Wealth Management Group
Jacksonville,
Florida
|
$3M
|
+$903K
|
+3,084
|
+46%
|
|
|
1216
|
Private Ocean
San Rafael,
California
|
$3M
|
-$59.1K
|
-202
|
-2%
|
|
|
1217
|
Stonehage Fleming Financial Services
St. Helier,
Jersey
|
$2.99M
|
+$657K
|
+2,246
|
+30%
|
|
|
1218
|
Old Dominion Capital Management
Charlottesville,
Virginia
|
$2.98M
|
+$60K
|
+205
|
+2%
|
|
|
1219
|
Cox Capital Management
Andover,
Massachusetts
|
$2.98M
|
-$504K
|
-1,722
|
-15%
|
|
|
1220
|
Blue Fin Capital
Warren,
Rhode Island
|
$2.97M
|
-$174K
|
-596
|
-6%
|
|
|
1221
|
Cozad Asset Management
Champaign,
Illinois
|
$2.96M
|
+$2.81M
|
+9,610
|
New
|
|
|
1222
|
K.J. Harrison & Partners
Toronto,
Ontario, Canada
|
$2.95M
|
-$1.46K
|
-5
|
-0.1%
|
|
|
1223
|
South Dakota Investment Council
Sioux Falls,
South Dakota
|
$2.95M
|
-$297M
|
-1,013,330
|
-99%
|
|
|
1224
|
Lazard Asset Management
New York
|
$2.95M
|
+$854K
|
+2,919
|
+44%
|
|
|
1225
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$2.94M
|
-$423K
|
-1,445
|
-13%
|
|
