|
1201
|
Clarendon Private
Boston,
Massachusetts
|
$2.31M
|
+$2.27K
|
+27
|
+0.1%
|
|
|
1202
|
Retirement Planning Company of New England
Warwick,
Rhode Island
|
$2.31M
|
-$50.3K
|
-598
|
-2%
|
|
|
1203
|
First Trust Advisors
Wheaton,
Illinois
|
$2.3M
|
+$146K
|
+1,737
|
+7%
|
|
|
1204
|
Serenity Investment Advisors
Chicago,
Illinois
|
$2.3M
|
-$10.9M
|
-129,984
|
-83%
|
|
|
1205
|
Alta Wealth Advisors
Woburn,
Massachusetts
|
$2.3M
|
-$14.6K
|
-174
|
-0.6%
|
|
|
1206
|
Sunburst Financial Group
Vestavia Hills,
Alabama
|
$2.28M
|
+$168
|
+2
|
+0%
|
|
|
1207
|
Bravera Wealth
Bismarck,
North Dakota
|
$2.28M
|
+$86K
|
+1,022
|
+4%
|
|
|
1208
|
AllStreet Capital Advisors
Los Angeles,
California
|
$2.28M
|
+$127K
|
+1,507
|
+6%
|
|
|
1209
|
Williams Jones Wealth Management
New York
|
$2.28M
|
+$990K
|
+11,764
|
+80%
|
|
|
1210
|
Congress Asset Management
Boston,
Massachusetts
|
$2.28M
|
-$59.1K
|
-702
|
-3%
|
|
|
1211
|
Baker Avenue Asset Management
San Francisco,
California
|
$2.27M
|
+$206K
|
+2,454
|
+10%
|
|
|
1212
|
International Assets Investment Management
Orlando,
Florida
|
$2.27M
|
+$78.6K
|
+934
|
+4%
|
|
|
1213
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$2.26M
|
-$168
|
-2
|
-0%
|
|
|
1214
|
Basso Capital Management
Stamford,
Connecticut
|
$2.25M
|
+$2.2M
|
+26,170
|
New
|
|
|
1215
|
Financial Network Wealth Management
Draper,
Utah
|
$2.25M
|
-$63.9K
|
-760
|
-3%
|
|
|
1216
|
Capital Investment Counsel (Colorado)
Denver,
Colorado
|
$2.25M
|
-$61.8K
|
-735
|
-3%
|
|
|
1217
|
Mogy Joel R Investment Counsel
Beverly Hills,
California
|
$2.24M
|
–
|
–
|
–
|
|
|
1218
|
Orin Green Financial
San Diego,
California
|
$2.24M
|
-$77.2K
|
-917
|
-3%
|
|
|
1219
|
Sovran Advisors
San Diego,
California
|
$2.24M
|
-$11.4M
|
-135,768
|
-83%
|
|
|
1220
|
Saiph Capital
Wyckoff,
New Jersey
|
$2.23M
|
+$20.9K
|
+248
|
+1%
|
|
|
1221
|
Mission Creek Capital Partners
San Francisco,
California
|
$2.23M
|
-$48.6K
|
-578
|
-2%
|
|
|
1222
|
Cypress Point Wealth Management
Dallas,
Texas
|
$2.22M
|
+$1.43K
|
+17
|
+0.1%
|
|
|
1223
|
Community Trust & Investment
Versailles,
Kentucky
|
$2.22M
|
–
|
–
|
–
|
|
|
1224
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
$2.22M
|
-$287K
|
-3,408
|
-12%
|
|
|
1225
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$2.22M
|
+$335K
|
+3,978
|
+18%
|
|
