|
901
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$403K
|
+$11.9K
|
+100
|
+3%
|
|
|
902
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$401K
|
+$239
|
+2
|
+0.1%
|
|
|
903
|
Roehl & Yi Investment Advisors
Eugene,
Oregon
|
$400K
|
+$383K
|
+3,210
|
New
|
|
|
904
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$398K
|
+$381K
|
+3,190
|
New
|
|
|
905
|
Cassilly Financial Group
Severna Park,
Maryland
|
$393K
|
-$44.7K
|
-375
|
-11%
|
|
|
906
|
Badgley Phelps Wealth Managers
Seattle,
Washington
|
$391K
|
–
|
–
|
–
|
|
|
907
|
Wealthspire Advisors (New York)
New York
|
$390K
|
+$373K
|
+3,129
|
New
|
|
|
908
|
Huntleigh Advisors
St. Louis,
Missouri
|
$389K
|
–
|
–
|
–
|
|
|
909
|
Advisory Solutions Group
Plymouth,
Minnesota
|
$389K
|
+$372K
|
+3,119
|
New
|
|
|
910
|
WealthTrust Axiom
Wayne,
Pennsylvania
|
$388K
|
+$71.5K
|
+599
|
+24%
|
|
|
911
|
Legacy Financial Strategies
Overland Park,
Kansas
|
$383K
|
-$91.6K
|
-768
|
-20%
|
|
|
912
|
Matrix Trust Company
Denver,
Colorado
|
$383K
|
-$29.3K
|
-246
|
-7%
|
|
|
913
|
William Blair & Company
Chicago,
Illinois
|
$381K
|
+$365K
|
+3,057
|
New
|
|
|
914
|
Coquina Private Wealth LLC
Port Charlotte,
Florida
|
$381K
|
+$7.4K
|
+62
|
+2%
|
|
|
915
|
Magnolia Private Wealth
Philadelphia,
Pennsylvania
|
$380K
|
-$35.9K
|
-301
|
-9%
|
|
|
916
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$378K
|
+$47.7K
|
+400
|
+15%
|
|
|
917
|
FCG Investment Company
Germantown,
Tennessee
|
$378K
|
+$362K
|
+3,033
|
New
|
|
|
918
|
GWN Securities
Palm Beach Gardens,
Florida
|
$377K
|
+$69.3K
|
+581
|
+24%
|
|
|
919
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$376K
|
-$718K
|
-6,017
|
-67%
|
|
|
920
|
Grand Wealth Management
Grand Rapids,
Michigan
|
$373K
|
–
|
–
|
–
|
|
|
921
|
International Assets Investment Management
Orlando,
Florida
|
$373K
|
+$358K
|
+3,001
|
New
|
|
|
922
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$372K
|
+$355K
|
+2,980
|
New
|
|
|
923
|
Univest Financial
Souderton,
Pennsylvania
|
$368K
|
–
|
–
|
–
|
|
|
924
|
LongView Wealth Management
Atlanta,
Georgia
|
$365K
|
+$106K
|
+887
|
+43%
|
|
|
925
|
Essex Savings Bank
Essex,
Connecticut
|
$364K
|
–
|
–
|
–
|
|
