|
1201
|
Freedom Financial Partners
Oakdale,
Minnesota
|
$1.18M
|
-$189K
|
-737
|
-14%
|
|
|
1202
|
Upper Left Wealth Management
Tampa,
Florida
|
$1.17M
|
-$59.4K
|
-232
|
-5%
|
|
|
1203
|
TABR Capital Management
Orange,
California
|
$1.17M
|
+$114K
|
+445
|
+11%
|
|
|
1204
|
Choate Investment Advisors
Boston,
Massachusetts
|
$1.17M
|
-$30.7K
|
-120
|
-3%
|
|
|
1205
|
Cooper Financial Group
Irvine,
California
|
$1.17M
|
-$139K
|
-541
|
-11%
|
|
|
1206
|
Vista Investment Management
Pittsburgh,
Pennsylvania
|
$1.17M
|
-$9.73K
|
-38
|
-0.8%
|
|
|
1207
|
ATLas Financial Planning
Alpharetta,
Georgia
|
$1.17M
|
+$1.16M
|
+4,533
|
New
|
|
|
1208
|
|
$1.17M
|
-$130K
|
-506
|
-10%
|
|
|
1209
|
Russell Investments Group
London,
United Kingdom
|
$1.16M
|
-$164K
|
-639
|
-12%
|
|
|
1210
|
Sunbeam Capital Management
Atlanta,
Georgia
|
$1.16M
|
+$6.66K
|
+26
|
+0.6%
|
|
|
1211
|
Harmony Asset Management
Scottsdale,
Arizona
|
$1.16M
|
+$323K
|
+1,262
|
+39%
|
|
|
1212
|
Stockman Wealth Management
Billings,
Montana
|
$1.16M
|
+$50.5K
|
+197
|
+5%
|
|
|
1213
|
Pachira Investments
Dana Point,
California
|
$1.16M
|
+$417K
|
+1,629
|
+57%
|
|
|
1214
|
Oxbow Advisors
Austin,
Texas
|
$1.16M
|
–
|
–
|
–
|
|
|
1215
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
$1.16M
|
+$605K
|
+2,362
|
+111%
|
|
|
1216
|
Flagship Wealth Advisors
Wakefield,
Massachusetts
|
$1.16M
|
-$42K
|
-164
|
-4%
|
|
|
1217
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$1.15M
|
-$99.7K
|
-389
|
-8%
|
|
|
1218
|
Cohen Investment Advisors
Bedford,
New Hampshire
|
$1.15M
|
+$50.5K
|
+197
|
+5%
|
|
|
1219
|
Coastline Trust
Providence,
Rhode Island
|
$1.15M
|
-$38.2K
|
-149
|
-3%
|
|
|
1220
|
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
$1.14M
|
-$1.02K
|
-4
|
-0.1%
|
|
|
1221
|
Aprio Wealth Management
Atlanta,
Georgia
|
$1.13M
|
+$570K
|
+2,223
|
+124%
|
|
|
1222
|
BSW Wealth Partners
Boulder,
Colorado
|
$1.13M
|
-$51.8K
|
-202
|
-4%
|
|
|
1223
|
Cardiff Park Advisors
Carlsbad,
California
|
$1.13M
|
+$6.66K
|
+26
|
+0.6%
|
|
|
1224
|
Lincoln Capital
Lincoln,
Nebraska
|
$1.13M
|
+$155K
|
+604
|
+16%
|
|
|
1225
|
Consultiva Wealth Management
San Juan,
Puerto Rico
|
$1.12M
|
–
|
–
|
–
|
|
