|
1101
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$1.99M
|
-$1.23M
|
-27,433
|
-40%
|
|
|
1102
|
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
$1.98M
|
-$244K
|
-5,457
|
-12%
|
|
|
1103
|
M3 Advisory Group
Needham Heights,
Massachusetts
|
$1.98M
|
+$1.85M
|
+41,356
|
New
|
|
|
1104
|
Quotient Wealth Partners
Dallas,
Texas
|
$1.97M
|
+$1.84M
|
+41,116
|
New
|
|
|
1105
|
|
$1.97M
|
-$12.6K
|
-282
|
-0.7%
|
|
|
1106
|
Shufro Rose & Co
New York
|
$1.96M
|
-$26.3K
|
-588
|
-1%
|
|
|
1107
|
Landmark Wealth Management (New York)
Melville,
New York
|
$1.96M
|
+$40.3K
|
+901
|
+2%
|
|
|
1108
|
Soltis Investment Advisors
St. George,
Utah
|
$1.96M
|
-$6.94K
|
-155
|
-0.4%
|
|
|
1109
|
Montecito Bank & Trust
Santa Barbara,
California
|
$1.94M
|
+$69.1K
|
+1,544
|
+4%
|
|
|
1110
|
LS Investment Advisors
Bloomfield Hills,
Michigan
|
$1.93M
|
-$134K
|
-3,000
|
-7%
|
|
|
1111
|
Andina Capital Management
Lehi,
Utah
|
$1.92M
|
+$1.79M
|
+40,079
|
New
|
|
|
1112
|
Nomura Asset Management
Tokyo,
Japan
|
$1.92M
|
-$403K
|
-9,000
|
-18%
|
|
|
1113
|
Ironwood Investment Counsel
Scottsdale,
Arizona
|
$1.91M
|
-$133K
|
-2,980
|
-7%
|
|
|
1114
|
Aureus Asset Management
Boston,
Massachusetts
|
$1.91M
|
-$29.8K
|
-666
|
-2%
|
|
|
1115
|
Hutchens & Kramer Investment Management Group
Carmel,
Indiana
|
$1.91M
|
-$154K
|
-3,443
|
-8%
|
|
|
1116
|
Bigelow Investment Advisors
Portland,
Maine
|
$1.9M
|
-$49.4K
|
-1,103
|
-3%
|
|
|
1117
|
Waypoint Wealth Partners
Mill Valley,
California
|
$1.89M
|
–
|
–
|
–
|
|
|
1118
|
Bordeaux Wealth Advisors
Menlo Park,
California
|
$1.88M
|
+$294K
|
+6,574
|
+20%
|
|
|
1119
|
Chico Wealth RIA
Chico,
California
|
$1.87M
|
-$22.5K
|
-502
|
-1%
|
|
|
1120
|
Orcam Financial Group
Encinitas,
California
|
$1.86M
|
+$85.4K
|
+1,907
|
+5%
|
|
|
1121
|
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
|
$1.86M
|
–
|
–
|
–
|
|
|
1122
|
Sweet Financial Partners
Fairmont,
Minnesota
|
$1.85M
|
+$554K
|
+12,368
|
+47%
|
|
|
1123
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$1.84M
|
+$61.7K
|
+1,379
|
+4%
|
|
|
1124
|
Sabal Trust
St. Petersburg,
Florida
|
$1.84M
|
+$565K
|
+12,612
|
+49%
|
|
|
1125
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$1.83M
|
+$817K
|
+18,253
|
+91%
|
|
