|
1201
|
WBH Advisory
Baltimore,
Maryland
|
$1.95M
|
+$197K
|
+3,920
|
+11%
|
|
|
1202
|
Wealthspan Partners
Davenport,
Iowa
|
$1.95M
|
+$151K
|
+2,998
|
+8%
|
|
|
1203
|
Custos Family Office
Austin,
Texas
|
$1.95M
|
+$24K
|
+477
|
+1%
|
|
|
1204
|
Carr Financial Group
Worcester,
Massachusetts
|
$1.95M
|
-$553K
|
-11,015
|
-21%
|
|
|
1205
|
Asset Dedication LLC
San Francisco,
California
|
$1.94M
|
+$16.7K
|
+333
|
+0.8%
|
|
|
1206
|
|
$1.94M
|
+$2.02M
|
+40,296
|
New
|
|
|
1207
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$1.93M
|
+$189K
|
+3,757
|
+10%
|
|
|
1208
|
Landmark Wealth Management (New York)
Melville,
New York
|
$1.93M
|
+$42.4K
|
+844
|
+2%
|
|
|
1209
|
Montecito Bank & Trust
Santa Barbara,
California
|
$1.92M
|
+$17.3K
|
+344
|
+0.9%
|
|
|
1210
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$1.91M
|
-$316K
|
-6,296
|
-14%
|
|
|
1211
|
Vectors Research Management
New York
|
$1.9M
|
-$206K
|
-4,107
|
-9%
|
|
|
1212
|
Hardy Reed
Tupelo,
Mississippi
|
$1.89M
|
–
|
–
|
–
|
|
|
1213
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$1.88M
|
+$1.96K
|
+39
|
+0.1%
|
|
|
1214
|
DMKC Advisory Services
Des Moines,
Iowa
|
$1.87M
|
+$1.97M
|
+39,190
|
New
|
|
|
1215
|
One Wealth Advisors
San Francisco,
California
|
$1.87M
|
-$165K
|
-3,279
|
-8%
|
|
|
1216
|
Gotham Asset Management
New York
|
$1.87M
|
+$148K
|
+2,948
|
+8%
|
|
|
1217
|
Cynosure Group
Salt Lake City,
Utah
|
$1.85M
|
+$572K
|
+11,382
|
+42%
|
|
|
1218
|
Kennebec Savings Bank
Augusta,
Maine
|
$1.85M
|
+$1K
|
+20
|
+0.1%
|
|
|
1219
|
Cambiar Investors
Denver,
Colorado
|
$1.85M
|
+$1.75M
|
+34,906
|
+906%
|
|
|
1220
|
Pine Harbor Wealth Management
Silver Spring,
Maryland
|
$1.85M
|
-$15.6K
|
-310
|
-0.8%
|
|
|
1221
|
Washington Trust
Westerly,
Rhode Island
|
$1.85M
|
+$942K
|
+18,756
|
+94%
|
|
|
1222
|
Running Point Capital Advisors
El Segundo,
California
|
$1.85M
|
+$8.64K
|
+172
|
+0.4%
|
|
|
1223
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$1.84M
|
-$71.4K
|
-1,422
|
-4%
|
|
|
1224
|
Waypoint Wealth Partners
Mill Valley,
California
|
$1.83M
|
-$2.51K
|
-50
|
-0.1%
|
|
|
1225
|
Orcam Financial Group
Encinitas,
California
|
$1.82M
|
+$26.5K
|
+527
|
+1%
|
|
