|
1201
|
M Holdings Securities
Portland,
Oregon
|
$700K
|
-$97.4K
|
-1,815
|
-13%
|
|
|
1202
|
Elser Financial Planning
Indianapolis,
Indiana
|
$697K
|
+$622K
|
+11,600
|
New
|
|
|
1203
|
Medallion Wealth Advisors
Farmington,
Connecticut
|
$697K
|
+$154K
|
+2,864
|
+34%
|
|
|
1204
|
GEM Asset Management
Plymouth,
Michigan
|
$697K
|
+$3.86K
|
+72
|
+0.6%
|
|
|
1205
|
Hexagon Capital Partners
Rogers,
Arkansas
|
$695K
|
+$7.78K
|
+145
|
+1%
|
|
|
1206
|
Brown Brothers Harriman & Co
New York
|
$694K
|
–
|
–
|
–
|
|
|
1207
|
Flywheel Private Wealth
Los Altos,
California
|
$694K
|
–
|
–
|
–
|
|
|
1208
|
Badgley Phelps Wealth Managers
Seattle,
Washington
|
$693K
|
+$229K
|
+4,260
|
+60%
|
|
|
1209
|
Sequent Asset Management
Houston,
Texas
|
$693K
|
+$75.7K
|
+1,412
|
+14%
|
|
|
1210
|
Beam Wealth Advisors
Covington,
Louisiana
|
$693K
|
-$40K
|
-745
|
-6%
|
|
|
1211
|
Legacy Capital Group California
Los Gatos,
California
|
$692K
|
+$109K
|
+2,025
|
+22%
|
|
|
1212
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
$688K
|
-$278K
|
-5,176
|
-41%
|
|
|
1213
|
Financial Management Network
Mission Viejo,
California
|
$687K
|
+$12.8K
|
+239
|
+2%
|
|
|
1214
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$686K
|
+$601K
|
+11,206
|
New
|
|
|
1215
|
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
|
$686K
|
+$601K
|
+11,195
|
New
|
|
|
1216
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$685K
|
-$1.32M
|
-24,535
|
-69%
|
|
|
1217
|
Berger Financial Group
Plymouth,
Minnesota
|
$683K
|
-$60.9K
|
-1,135
|
-9%
|
|
|
1218
|
Lighthouse Wealth Management
Ashland,
Ohio
|
$682K
|
+$16.3K
|
+304
|
+3%
|
|
|
1219
|
Lumbard & Kellner
Hollis,
New Hampshire
|
$681K
|
+$13.5K
|
+252
|
+2%
|
|
|
1220
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$680K
|
+$224K
|
+4,182
|
+60%
|
|
|
1221
|
Successful Portfolios
Clearwater,
Florida
|
$680K
|
-$33.3K
|
-620
|
-5%
|
|
|
1222
|
Disciplined Investments
Tulsa,
Oklahoma
|
$679K
|
–
|
–
|
–
|
|
|
1223
|
Peak Asset Management
Louisville,
Colorado
|
$678K
|
–
|
–
|
–
|
|
|
1224
|
Helium Advisors
Everett,
Washington
|
$676K
|
+$301K
|
+5,617
|
+104%
|
|
|
1225
|
Fort Sheridan Advisors
Highland Park,
Illinois
|
$674K
|
+$41.1K
|
+766
|
+7%
|
|
