|
1101
|
Next Level Private
Harrison,
New York
|
$1.3M
|
+$330
|
+6
|
+0%
|
|
|
1102
|
Mogy Joel R Investment Counsel
Beverly Hills,
California
|
$1.3M
|
–
|
–
|
–
|
|
|
1103
|
Advocate Group
Minnetonka,
Minnesota
|
$1.3M
|
–
|
–
|
–
|
|
|
1104
|
CIBC World Market
Toronto,
Ontario, Canada
|
$1.28M
|
-$200K
|
-3,642
|
-14%
|
|
|
1105
|
Traction Financial Partners
Encampment,
Wyoming
|
$1.27M
|
+$161K
|
+2,922
|
+15%
|
|
|
1106
|
Embree Financial Group
Chicago,
Illinois
|
$1.27M
|
-$61.7K
|
-1,122
|
-5%
|
|
|
1107
|
Keel Point
Huntsville,
Alabama
|
$1.27M
|
-$47.2K
|
-858
|
-4%
|
|
|
1108
|
Sonoma Private Wealth
Sonoma,
California
|
$1.26M
|
-$69K
|
-1,254
|
-5%
|
|
|
1109
|
Twin Lakes Capital Management
Redwood Shores,
California
|
$1.26M
|
+$1.65K
|
+30
|
+0.1%
|
|
|
1110
|
World Equity Group
Schaumburg,
Illinois
|
$1.26M
|
+$97K
|
+1,764
|
+9%
|
|
|
1111
|
SkyOak Wealth
Southfield,
Michigan
|
$1.26M
|
-$92.7K
|
-1,686
|
-7%
|
|
|
1112
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$1.26M
|
+$114K
|
+2,076
|
+10%
|
|
|
1113
|
Sterling Wealth Management
Champaign,
Illinois
|
$1.26M
|
+$1.32K
|
+24
|
+0.1%
|
|
|
1114
|
Diversify Advisory Services
Sandy,
Utah
|
$1.25M
|
+$1.2M
|
+21,870
|
New
|
|
|
1115
|
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
$1.25M
|
-$177K
|
-3,222
|
-13%
|
|
|
1116
|
Provenance Wealth Advisors
Fort Lauderdale,
Florida
|
$1.25M
|
–
|
–
|
–
|
|
|
1117
|
Trinity Financial Advisors
Columbus,
Ohio
|
$1.25M
|
+$149K
|
+2,712
|
+14%
|
|
|
1118
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$1.25M
|
-$138K
|
-2,508
|
-10%
|
|
|
1119
|
Harbor Group
Bedford,
New Hampshire
|
$1.24M
|
-$109K
|
-1,974
|
-8%
|
|
|
1120
|
Dana Investment Advisors
Waukesha,
Wisconsin
|
$1.24M
|
-$469K
|
-8,520
|
-28%
|
|
|
1121
|
Private Trust Company
Cleveland,
Ohio
|
$1.24M
|
-$131K
|
-2,376
|
-10%
|
|
|
1122
|
Curtis Advisory Group
Santa Barbara,
California
|
$1.24M
|
+$68.3K
|
+1,242
|
+6%
|
|
|
1123
|
KilterHowling LLC
Boulder,
Colorado
|
$1.23M
|
+$1.65K
|
+30
|
+0.1%
|
|
|
1124
|
Hardy Reed
Tupelo,
Mississippi
|
$1.23M
|
–
|
–
|
–
|
|
|
1125
|
Portfolio Strategies
Monsey,
New York
|
$1.23M
|
+$1.18M
|
+21,480
|
New
|
|
