|
326
|
CIBC World Market
Toronto,
Ontario, Canada
|
$1.07M
|
+$1.1M
|
+9,635
|
New
|
|
|
327
|
Truepoint Inc
Cincinnati,
Ohio
|
$1.05M
|
+$184K
|
+1,606
|
+20%
|
|
|
328
|
Level Four Advisory Services
Dallas,
Texas
|
$1.05M
|
–
|
–
|
–
|
|
|
329
|
Baker Boyer National Bank
Walla Walla,
Washington
|
$1.03M
|
–
|
–
|
–
|
|
|
330
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$1.03M
|
+$1.06M
|
+9,243
|
New
|
|
|
331
|
Fidelity Investments
Boston,
Massachusetts
|
$1.02M
|
+$242K
|
+2,114
|
+30%
|
|
|
332
|
Heritage Wealth Management (California)
San Diego,
California
|
$1.02M
|
+$178K
|
+1,552
|
+20%
|
|
|
333
|
Private Trust Company
Cleveland,
Ohio
|
$1M
|
–
|
–
|
–
|
|
|
334
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1M
|
+$1.03M
|
+8,998
|
New
|
|
|
335
|
Trademark Financial Management
Bloomington,
Minnesota
|
$995K
|
+$16.8K
|
+147
|
+2%
|
|
|
336
|
Cornerstone Capital
Palo Alto,
California
|
$994K
|
–
|
–
|
–
|
|
|
337
|
Aprio Wealth Management
Atlanta,
Georgia
|
$980K
|
+$19.1K
|
+167
|
+2%
|
|
|
338
|
North Capital
Salt Lake City,
Utah
|
$979K
|
+$458
|
+4
|
+0%
|
|
|
339
|
Knightsbridge Asset Management
Newport Beach,
California
|
$978K
|
-$49.8K
|
-435
|
-5%
|
|
|
340
|
Strathmore Capital Advisors
Charlotte,
North Carolina
|
$975K
|
+$121K
|
+1,060
|
+15%
|
|
|
341
|
Merit Financial Group
Alpharetta,
Georgia
|
$973K
|
+$1M
|
+8,748
|
New
|
|
|
342
|
TFO Wealth Partners
Maumee,
Ohio
|
$953K
|
+$981K
|
+8,571
|
New
|
|
|
343
|
Clune & Associates
Chicago,
Illinois
|
$905K
|
-$339K
|
-2,962
|
-27%
|
|
|
344
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$878K
|
+$230K
|
+2,005
|
+34%
|
|
|
345
|
FAS Wealth Partners
Leawood,
Kansas
|
$845K
|
+$10.9K
|
+95
|
+1%
|
|
|
346
|
DBK Financial Counsel
Cuyahoga Falls,
Ohio
|
$844K
|
+$229
|
+2
|
+0%
|
|
|
347
|
Wealth Management Nebraska
Norfolk,
Nebraska
|
$841K
|
-$23.7K
|
-207
|
-3%
|
|
|
348
|
Mayport LLC
Newton,
Massachusetts
|
$829K
|
+$854K
|
+7,457
|
New
|
|
|
349
|
Curi RMB Capital
Chicago,
Illinois
|
$825K
|
+$1.26K
|
+11
|
+0.1%
|
|
|
350
|
Tanglewood Legacy Advisors
Houston,
Texas
|
$823K
|
-$206K
|
-1,800
|
-20%
|
|
