|
1301
|
Canopy Partners
Cincinnati,
Ohio
|
$12.1M
|
–
|
–
|
–
|
|
|
1302
|
PineBridge Investments
New York
|
$12.1M
|
-$3.93M
|
-5,809
|
-25%
|
|
|
1303
|
Compass Capital Corp
Braintree,
Massachusetts
|
$12.1M
|
-$2M
|
-2,957
|
-14%
|
|
|
1304
|
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
|
$12.1M
|
-$50.7K
|
-75
|
-0.4%
|
|
|
1305
|
Second Half Financial Partners
Sebring,
Florida
|
$12.1M
|
-$187K
|
-276
|
-2%
|
|
|
1306
|
Sage Capital Advisors
Sioux Falls,
South Dakota
|
$12M
|
+$99.4K
|
+147
|
+0.8%
|
|
|
1307
|
Nixon Peabody Trust
Boston,
Massachusetts
|
$12M
|
-$1M
|
-1,484
|
-8%
|
|
|
1308
|
South Shore Capital Advisors
Cohasset,
Massachusetts
|
$12M
|
+$11.9M
|
+17,585
|
New
|
|
|
1309
|
Trek Financial
Scottsdale,
Arizona
|
$12M
|
+$2.84M
|
+4,203
|
+31%
|
|
|
1310
|
RMR Wealth Builders
Montclair,
New Jersey
|
$12M
|
+$977K
|
+1,445
|
+9%
|
|
|
1311
|
RIA Advisory Group
Des Moines,
Iowa
|
$12M
|
-$2.14M
|
-3,166
|
-15%
|
|
|
1312
|
Caerus Investment Advisors
West Lake Hills,
Texas
|
$11.9M
|
-$147K
|
-218
|
-1%
|
|
|
1313
|
NWAM LLC
Mercer Island,
Washington
|
$11.9M
|
+$331K
|
+490
|
+3%
|
|
|
1314
|
NVWM LLC
Yardley,
Pennsylvania
|
$11.9M
|
+$5.74M
|
+8,498
|
+95%
|
|
|
1315
|
X-Square Capital
Guaynabo,
Puerto Rico
|
$11.9M
|
+$488K
|
+722
|
+4%
|
|
|
1316
|
Zevin Asset Management
Boston,
Massachusetts
|
$11.9M
|
+$379K
|
+561
|
+3%
|
|
|
1317
|
Weil Company
San Diego,
California
|
$11.9M
|
-$620K
|
-918
|
-5%
|
|
|
1318
|
Cornell Pochily Investment Advisors
Ithaca,
New York
|
$11.9M
|
-$138K
|
-204
|
-1%
|
|
|
1319
|
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
|
$11.9M
|
-$1.02M
|
-1,514
|
-8%
|
|
|
1320
|
Fisher Asset Management
Camas,
Washington
|
$11.8M
|
+$1.63M
|
+2,410
|
+16%
|
|
|
1321
|
MGB Wealth Management
Addison,
Texas
|
$11.8M
|
+$1.2M
|
+1,779
|
+11%
|
|
|
1322
|
Codex Capital Asset Management
Dallas,
Texas
|
$11.8M
|
–
|
–
|
–
|
|
|
1323
|
Vivaldi Capital Management
Chicago,
Illinois
|
$11.8M
|
+$80.4K
|
+119
|
+0.7%
|
|
|
1324
|
Legacy Edge Advisors
Syosset,
New York
|
$11.8M
|
+$723K
|
+1,069
|
+7%
|
|
|
1325
|
Verus Capital Partners
Scottsdale,
Arizona
|
$11.7M
|
+$3.27M
|
+4,834
|
+39%
|
|
