|
1201
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
$3.79M
|
+$207K
|
+712
|
+5%
|
|
|
1202
|
Serenus Wealth Advisors
Santa Monica,
California
|
$3.79M
|
+$71.8K
|
+247
|
+2%
|
|
|
1203
|
Caldwell Trust
Venice,
Florida
|
$3.78M
|
+$122K
|
+421
|
+3%
|
|
|
1204
|
Members Trust
Tampa,
Florida
|
$3.78M
|
+$3.09M
|
+10,622
|
+338%
|
|
|
1205
|
Adero Partners
Pleasanton,
California
|
$3.77M
|
+$5.81K
|
+20
|
+0.1%
|
|
|
1206
|
Narus Financial Partners
Salt Lake City,
Utah
|
$3.76M
|
-$143K
|
-491
|
-3%
|
|
|
1207
|
Bear Mountain Capital
Seattle,
Washington
|
$3.76M
|
+$102K
|
+351
|
+3%
|
|
|
1208
|
Fulton Bank
Lancaster,
Pennsylvania
|
$3.74M
|
+$100K
|
+345
|
+3%
|
|
|
1209
|
Strategies Wealth Advisors
Grand Rapids,
Michigan
|
$3.74M
|
+$70.6K
|
+243
|
+2%
|
|
|
1210
|
Pinnacle Financial Group
Western Springs,
Illinois
|
$3.73M
|
-$299K
|
-1,030
|
-7%
|
|
|
1211
|
Fiduciary Group
Savannah,
Georgia
|
$3.73M
|
+$34.9K
|
+120
|
+0.9%
|
|
|
1212
|
MONECO Advisors
Fairfield,
Connecticut
|
$3.72M
|
+$727K
|
+2,501
|
+23%
|
|
|
1213
|
Neuberger Berman Group
New York
|
$3.71M
|
-$119K
|
-408
|
-3%
|
|
|
1214
|
Gallacher Capital Management
Lone Tree,
Colorado
|
$3.71M
|
-$37.5K
|
-129
|
-0.9%
|
|
|
1215
|
Norris Financial Group
Greenville,
South Carolina
|
$3.71M
|
-$2.59M
|
-8,920
|
-40%
|
|
|
1216
|
Napatree Capital
Westerly,
Rhode Island
|
$3.7M
|
+$32K
|
+110
|
+0.8%
|
|
|
1217
|
Quadcap Wealth Management
Frisco,
Texas
|
$3.7M
|
-$22.7K
|
-78
|
-0.6%
|
|
|
1218
|
Old North State Trust
Greensboro,
North Carolina
|
$3.69M
|
–
|
–
|
–
|
|
|
1219
|
Red Door Wealth Management
Memphis,
Tennessee
|
$3.67M
|
+$751K
|
+2,585
|
+24%
|
|
|
1220
|
Biltmore Family Office
Charlotte,
North Carolina
|
$3.67M
|
–
|
–
|
–
|
|
|
1221
|
Treasure Coast Financial Planning
Vero Beach,
Florida
|
$3.66M
|
+$383K
|
+1,320
|
+11%
|
|
|
1222
|
TruNorth Capital Management
Kalamazoo,
Michigan
|
$3.66M
|
+$10.5K
|
+36
|
+0.3%
|
|
|
1223
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$3.66M
|
+$823K
|
+2,834
|
+27%
|
|
|
1224
|
Selective Wealth Management
Forest,
Virginia
|
$3.66M
|
+$762K
|
+2,623
|
+23%
|
|
|
1225
|
First Trust Advisors
Wheaton,
Illinois
|
$3.66M
|
-$367K
|
-1,262
|
-9%
|
|
