|
901
|
O'Rourke & Company
Boston,
Massachusetts
|
$711K
|
+$268K
|
+1,495
|
+71%
|
|
|
902
|
Clearstead Advisors
Cleveland,
Ohio
|
$704K
|
+$7.35K
|
+41
|
+1%
|
|
|
903
|
RFG Advisory
Birmingham,
Alabama
|
$701K
|
+$82.6K
|
+461
|
+15%
|
|
|
904
|
True North Advisors
Dallas,
Texas
|
$689K
|
+$85.2K
|
+475
|
+16%
|
|
|
905
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$688K
|
–
|
–
|
–
|
|
|
906
|
JSF Financial
Los Angeles,
California
|
$683K
|
+$37.5K
|
+209
|
+6%
|
|
|
907
|
Azimuth Capital Investment Management
Bloomfield Hills,
Michigan
|
$680K
|
-$8.96K
|
-50
|
-1%
|
|
|
908
|
Circle Wealth Management
Summit,
New Jersey
|
$678K
|
-$2.15K
|
-12
|
-0.3%
|
|
|
909
|
Summit Trail Advisors
New York
|
$678K
|
+$69.9K
|
+390
|
+13%
|
|
|
910
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$677K
|
+$615K
|
+3,433
|
New
|
|
|
911
|
Sentry Investment Management
Stevens Point,
Wisconsin
|
$674K
|
-$6.45K
|
-36
|
-1%
|
|
|
912
|
Matisse Capital
Portland,
Oregon
|
$674K
|
–
|
–
|
–
|
|
|
913
|
|
$674K
|
-$8.96K
|
-50
|
-1%
|
|
|
914
|
Moors & Cabot
Boston,
Massachusetts
|
$673K
|
+$6.81K
|
+38
|
+1%
|
|
|
915
|
Zions Bancorporation
Salt Lake City,
Utah
|
$671K
|
+$23.5K
|
+131
|
+4%
|
|
|
916
|
Axxcess Wealth Management
Carlsbad,
California
|
$670K
|
-$229K
|
-1,278
|
-27%
|
|
|
917
|
Alpha Family Trust
Los Angeles,
California
|
$669K
|
+$62.7K
|
+350
|
+12%
|
|
|
918
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$667K
|
–
|
–
|
–
|
|
|
919
|
KB Financial Partners
Princeton,
New Jersey
|
$662K
|
+$17K
|
+95
|
+3%
|
|
|
920
|
IVC Wealth Advisors
Silverdale,
Pennsylvania
|
$661K
|
+$179
|
+1
|
+0%
|
|
|
921
|
Legacy Financial Advisors
Covington,
Kentucky
|
$660K
|
+$15.8K
|
+88
|
+3%
|
|
|
922
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$659K
|
-$252K
|
-1,408
|
-30%
|
|
|
923
|
Zullo Investment Group
Scranton,
Pennsylvania
|
$659K
|
-$1.97K
|
-11
|
-0.3%
|
|
|
924
|
MGO One Seven
Beachwood,
Ohio
|
$648K
|
+$70.8K
|
+395
|
+14%
|
|
|
925
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$641K
|
+$47.7K
|
+266
|
+9%
|
|
