|
3301
|
Boyd Watterson Asset Management
Cleveland,
Ohio
|
$1.07M
|
–
|
–
|
–
|
|
|
3302
|
KWB Wealth
Redlands,
California
|
$1.07M
|
-$1.7M
|
-3,414
|
-62%
|
|
|
3303
|
Tarbox Family Office
Newport Beach,
California
|
$1.07M
|
-$30.8K
|
-62
|
-3%
|
|
|
3304
|
Motive Wealth Advisors
Birmingham,
Michigan
|
$1.07M
|
-$3.48K
|
-7
|
-0.3%
|
|
|
3305
|
Colton Groome Financial Advisors
Asheville,
North Carolina
|
$1.07M
|
+$539K
|
+1,084
|
+105%
|
|
|
3306
|
Bank of Jackson Hole Trust
Jackson,
Wyoming
|
$1.06M
|
+$128K
|
+257
|
+14%
|
|
|
3307
|
Act Wealth Management
Plano,
Texas
|
$1.06M
|
-$31.3K
|
-63
|
-3%
|
|
|
3308
|
Elm Partners Management
Philadelphia,
Pennsylvania
|
$1.06M
|
+$150K
|
+301
|
+17%
|
|
|
3309
|
Shoker Investment Counsel
Oxford,
Ohio
|
$1.06M
|
-$154K
|
-309
|
-13%
|
|
|
3310
|
First United Bank & Trust
Oakland,
Maryland
|
$1.06M
|
-$435K
|
-875
|
-29%
|
|
|
3311
|
Cascade Investment Group
Colorado Springs,
Colorado
|
$1.05M
|
+$49.3K
|
+99
|
+5%
|
|
|
3312
|
Family Office Research
Bethesda,
Maryland
|
$1.05M
|
-$34.3K
|
-69
|
-3%
|
|
|
3313
|
Sendero Wealth Management
San Antonio,
Texas
|
$1.05M
|
+$77.1K
|
+155
|
+8%
|
|
|
3314
|
Elk River Wealth Management
Denver,
Colorado
|
$1.05M
|
-$11.4K
|
-23
|
-1%
|
|
|
3315
|
Brand Asset Management Group
Chesterfield,
Missouri
|
$1.05M
|
+$350K
|
+703
|
+51%
|
|
|
3316
|
Matthew Hamilton Rosenberg
|
$1.05M
|
+$62.2K
|
+125
|
+6%
|
|
|
3317
|
|
$1.05M
|
+$331K
|
+665
|
+47%
|
|
|
3318
|
Milestones Administradora de Recursos
Jaragua Do Sul,
Brazil
|
$1.05M
|
–
|
–
|
–
|
|
|
3319
|
Orleans Capital Management
Mandeville,
Louisiana
|
$1.05M
|
+$413K
|
+830
|
+66%
|
|
|
3320
|
Coastline Complete Wealth
Bluffton,
South Carolina
|
$1.05M
|
+$1.03M
|
+2,080
|
New
|
|
|
3321
|
Goldenstone Wealth Management
El Dorado Hills,
California
|
$1.05M
|
+$1.03M
|
+2,080
|
New
|
|
|
3322
|
Tempus Wealth Planning
Irvine,
California
|
$1.05M
|
-$3.48K
|
-7
|
-0.3%
|
|
|
3323
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$1.04M
|
+$32.8K
|
+66
|
+3%
|
|
|
3324
|
Signet Private Wealth
Chicago,
Illinois
|
$1.04M
|
+$1.03M
|
+2,075
|
New
|
|
|
3325
|
Ayrshire Capital Management
Westport,
Connecticut
|
$1.04M
|
-$96K
|
-193
|
-9%
|
|
