|
1201
|
Cardinal Strategic Wealth Guidance
Louisville,
Kentucky
|
$761K
|
+$277K
|
+1,517
|
+63%
|
|
|
1202
|
Beck Mack & Oliver
New York
|
$759K
|
-$64K
|
-350
|
-8%
|
|
|
1203
|
NewFocus Financial Group
Vancouver,
Washington
|
$757K
|
+$18.8K
|
+103
|
+3%
|
|
|
1204
|
Smith Anglin Financial
Dallas,
Texas
|
$757K
|
+$711K
|
+3,890
|
New
|
|
|
1205
|
TrinityPoint Wealth
Milford,
Connecticut
|
$756K
|
-$20.1K
|
-110
|
-3%
|
|
|
1206
|
Chatham Capital Group
Savannah,
Georgia
|
$754K
|
-$108K
|
-590
|
-13%
|
|
|
1207
|
Tri-Star Advisors
Houston,
Texas
|
$754K
|
-$43.3K
|
-237
|
-6%
|
|
|
1208
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$753K
|
+$707K
|
+3,867
|
New
|
|
|
1209
|
Good Life Advisors
Reading,
Pennsylvania
|
$752K
|
-$13.5K
|
-74
|
-2%
|
|
|
1210
|
Birch Hill Investment Advisors
Boston,
Massachusetts
|
$750K
|
-$87.6K
|
-479
|
-11%
|
|
|
1211
|
Grove Bank & Trust
Miami,
Florida
|
$743K
|
–
|
–
|
–
|
|
|
1212
|
Grimes & Company
Westborough,
Massachusetts
|
$740K
|
+$31.6K
|
+173
|
+5%
|
|
|
1213
|
Alaska Wealth Advisors
Anchorage,
Alaska
|
$739K
|
–
|
–
|
–
|
|
|
1214
|
AF Advisors
Sacramento,
California
|
$738K
|
–
|
–
|
–
|
|
|
1215
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$738K
|
+$693K
|
+3,793
|
New
|
|
|
1216
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$737K
|
-$13.5K
|
-74
|
-2%
|
|
|
1217
|
Susquehanna Foundation
Bala Cynwyd,
Pennsylvania
|
$735K
|
–
|
–
|
–
|
|
|
1218
|
Principal Financial Group
Des Moines,
Iowa
|
$734K
|
+$120K
|
+654
|
+21%
|
|
|
1219
|
Cypress Wealth Services
Palm Desert,
California
|
$730K
|
+$685K
|
+3,750
|
New
|
|
|
1220
|
Pantheon Investment Group
Sierra Madre,
California
|
$729K
|
-$34.4K
|
-188
|
-5%
|
|
|
1221
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$728K
|
+$181K
|
+990
|
+37%
|
|
|
1222
|
WhitTier Trust Company
Reno,
Nevada
|
$724K
|
-$22.3K
|
-122
|
-3%
|
|
|
1223
|
TBH Global Asset Management
Brentwood,
Tennessee
|
$722K
|
-$34K
|
-186
|
-5%
|
|
|
1224
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$721K
|
–
|
–
|
–
|
|
|
1225
|
ERn Financial LLC
Middleton,
Wisconsin
|
$719K
|
+$324K
|
+1,775
|
+93%
|
|
