|
1201
|
Trek Financial
Scottsdale,
Arizona
|
$2.32M
|
-$4.78M
|
-20,956
|
-70%
|
|
|
1202
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$2.32M
|
+$179K
|
+784
|
+10%
|
|
|
1203
|
GM Advisory Group
Melville,
New York
|
$2.32M
|
+$456
|
+2
|
+0%
|
|
|
1204
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$2.32M
|
-$1.12M
|
-4,892
|
-36%
|
|
|
1205
|
Activest Wealth Management
Aventure,
Florida
|
$2.31M
|
-$253K
|
-1,111
|
-11%
|
|
|
1206
|
TFC Financial Management
Boston,
Massachusetts
|
$2.3M
|
+$19.4K
|
+85
|
+1%
|
|
|
1207
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$2.3M
|
-$4.79K
|
-21
|
-0.2%
|
|
|
1208
|
Angeles Wealth Management
Santa Monica,
California
|
$2.3M
|
+$343K
|
+1,506
|
+21%
|
|
|
1209
|
Elevated Capital Advisors
Sandy,
Utah
|
$2.3M
|
-$26.5K
|
-116
|
-1%
|
|
|
1210
|
NorthCrest Asset Manangement
Plymouth,
Minnesota
|
$2.29M
|
+$122K
|
+536
|
+7%
|
|
|
1211
|
Williams Jones Wealth Management
New York
|
$2.29M
|
+$66.1K
|
+290
|
+3%
|
|
|
1212
|
Delta Investment Management
San Francisco,
California
|
$2.29M
|
+$318K
|
+1,396
|
+19%
|
|
|
1213
|
Morse Asset Management
Darien,
Connecticut
|
$2.28M
|
+$626K
|
+2,743
|
+46%
|
|
|
1214
|
Hohimer Wealth Management
Seattle,
Washington
|
$2.28M
|
-$68.4K
|
-300
|
-3%
|
|
|
1215
|
Lodestar Private Asset Management
Alamo,
California
|
$2.28M
|
-$64.1K
|
-281
|
-3%
|
|
|
1216
|
Arrow Financial
Glens Falls,
New York
|
$2.28M
|
-$12.5K
|
-55
|
-0.6%
|
|
|
1217
|
Modern Wealth Management
Lenexa,
Kansas
|
$2.27M
|
+$170K
|
+745
|
+9%
|
|
|
1218
|
Triton Wealth Management
Sun City,
Arizona
|
$2.27M
|
+$23.9K
|
+105
|
+1%
|
|
|
1219
|
FIDELIS iM
Medford,
Oregon
|
$2.27M
|
-$427K
|
-1,871
|
-18%
|
|
|
1220
|
DDD Partners
Bellevue,
Washington
|
$2.27M
|
-$19.8K
|
-87
|
-1%
|
|
|
1221
|
Zions Bancorporation
Salt Lake City,
Utah
|
$2.27M
|
+$391K
|
+1,715
|
+25%
|
|
|
1222
|
Western Financial Corp
San Diego,
California
|
$2.27M
|
+$1.98M
|
+8,673
|
New
|
|
|
1223
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$2.27M
|
+$84.8K
|
+372
|
+4%
|
|
|
1224
|
Maxwell Wealth Strategies
Pleasanton,
California
|
$2.25M
|
+$1.74M
|
+7,640
|
+580%
|
|
|
1225
|
Convergence Investment Partners
Palm Beach Gardens,
Florida
|
$2.24M
|
+$1.21M
|
+5,301
|
+162%
|
|
