|
1201
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$1.15M
|
-$99K
|
-1,698
|
-8%
|
|
|
1202
|
Detalus Advisors
St. Louis,
Missouri
|
$1.15M
|
–
|
–
|
–
|
|
|
1203
|
Coppell Advisory Solutions
Coppell,
Texas
|
$1.15M
|
+$1.07M
|
+18,426
|
New
|
|
|
1204
|
Fielder Capital Group
Nashville,
Tennessee
|
$1.14M
|
+$1.07M
|
+18,366
|
New
|
|
|
1205
|
Mayflower Financial Advisors
Boston,
Massachusetts
|
$1.14M
|
-$135K
|
-2,310
|
-11%
|
|
|
1206
|
CVA Family Office
Denver,
Colorado
|
$1.14M
|
-$30.4K
|
-522
|
-3%
|
|
|
1207
|
Guyasuta Investment Advisors
Pittsburgh,
Pennsylvania
|
$1.14M
|
–
|
–
|
–
|
|
|
1208
|
Semus Wealth Partners
Boca Raton,
Florida
|
$1.14M
|
-$185K
|
-3,168
|
-15%
|
|
|
1209
|
Matrix Asset Advisors
White Plains,
New York
|
$1.14M
|
–
|
–
|
–
|
|
|
1210
|
SFM LLC
Manchester,
New Hampshire
|
$1.14M
|
-$104K
|
-1,782
|
-9%
|
|
|
1211
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$1.13M
|
-$47.2K
|
-810
|
-4%
|
|
|
1212
|
Cooper Financial Group
Irvine,
California
|
$1.13M
|
-$24.5K
|
-420
|
-2%
|
|
|
1213
|
Caldwell Trust
Venice,
Florida
|
$1.13M
|
-$50.7K
|
-870
|
-5%
|
|
|
1214
|
CIC Wealth
Rockville,
Maryland
|
$1.13M
|
+$296K
|
+5,076
|
+39%
|
|
|
1215
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$1.13M
|
-$52.5K
|
-900
|
-5%
|
|
|
1216
|
Breakwater Capital Group
Paramus,
New Jersey
|
$1.12M
|
+$55.3K
|
+948
|
+6%
|
|
|
1217
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$1.12M
|
-$18.5K
|
-318
|
-2%
|
|
|
1218
|
Delta Capital Management
Red Bank,
New Jersey
|
$1.12M
|
+$1.05M
|
+18,000
|
New
|
|
|
1219
|
Convergence Financial
Columbia,
Missouri
|
$1.12M
|
+$1.05M
|
+17,982
|
New
|
|
|
1220
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$1.12M
|
–
|
–
|
–
|
|
|
1221
|
|
$1.12M
|
-$789K
|
-13,536
|
-43%
|
|
|
1222
|
Tectonic Advisors
Frisco,
Texas
|
$1.11M
|
+$47.9K
|
+822
|
+5%
|
|
|
1223
|
Glenview Trust
Louisville,
Kentucky
|
$1.11M
|
+$119K
|
+2,034
|
+13%
|
|
|
1224
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$1.11M
|
+$61.2K
|
+1,050
|
+6%
|
|
|
1225
|
Thomasville National Bank
Thomasville,
Georgia
|
$1.1M
|
+$114K
|
+1,956
|
+12%
|
|
