|
1201
|
Caldwell Sutter Capital
Sausalito,
California
|
$105K
|
–
|
–
|
–
|
|
|
1202
|
BOK Financial
Tulsa,
Oklahoma
|
$105K
|
-$36.9K
|
-470
|
-26%
|
|
|
1203
|
Westside Investment Management
Santa Monica,
California
|
$102K
|
–
|
–
|
–
|
|
|
1204
|
Roxbury Financial
Mount Arlington,
New Jersey
|
$101K
|
+$101K
|
+1,286
|
New
|
|
|
1205
|
Flagship Wealth Advisors
Wakefield,
Massachusetts
|
$95.4K
|
+$95.9K
|
+1,223
|
New
|
|
|
1206
|
Golden State Wealth Management
Santa Ana,
California
|
$90.9K
|
+$91.4K
|
+1,165
|
New
|
|
|
1207
|
Consultiva Wealth Management
San Juan,
Puerto Rico
|
$89.7K
|
+$90.2K
|
+1,150
|
New
|
|
|
1208
|
Caldwell Trust
Venice,
Florida
|
$87.4K
|
-$43.5K
|
-555
|
-33%
|
|
|
1209
|
Bangor Savings Bank
Bangor,
Maine
|
$83.5K
|
-$1.1K
|
-14
|
-1%
|
|
|
1210
|
|
$82.9K
|
+$83.4K
|
+1,063
|
New
|
|
|
1211
|
Accredited Wealth Management
Louisville,
Kentucky
|
$80.4K
|
+$80.8K
|
+1,030
|
New
|
|
|
1212
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$76.3K
|
+$235
|
+3
|
+0.3%
|
|
|
1213
|
Trifecta Capital Advisors
Northbrook,
Illinois
|
$75K
|
–
|
–
|
–
|
|
|
1214
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$75K
|
–
|
–
|
–
|
|
|
1215
|
NorthRock Partners
Minneapolis,
Minnesota
|
$73.9K
|
-$80.7K
|
-1,029
|
-52%
|
|
|
1216
|
Rothschild Investment LLC
Chicago,
Illinois
|
$73.1K
|
+$42.1K
|
+537
|
+134%
|
|
|
1217
|
SBI Securities
Tokyo,
Japan
|
$73.1K
|
+$73.5K
|
+937
|
New
|
|
|
1218
|
SIMA Wealth Partners
North Chesterfield,
Virginia
|
$72.1K
|
-$1.33K
|
-17
|
-2%
|
|
|
1219
|
Field & Main Bank
Henderson,
Kentucky
|
$70.6K
|
+$71K
|
+905
|
New
|
|
|
1220
|
Bogart Wealth LLC
Mclean,
Virginia
|
$68.6K
|
+$78
|
+1
|
+0.1%
|
|
|
1221
|
Pinney & Scofield
Cambridge,
Massachusetts
|
$68.3K
|
+$68.6K
|
+875
|
New
|
|
|
1222
|
1620 Investment Advisors
Plymouth,
Massachusetts
|
$67.6K
|
–
|
–
|
–
|
|
|
1223
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$67K
|
-$549
|
-7
|
-0.8%
|
|
|
1224
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$67K
|
+$50.7K
|
+646
|
+306%
|
|
|
1225
|
Fairway Wealth
Independence,
Ohio
|
$65.3K
|
+$65.6K
|
+837
|
New
|
|
