|
1351
|
WBH Advisory
Baltimore,
Maryland
|
$1.15M
|
+$185
|
+2
|
+0%
|
|
|
1352
|
|
$1.15M
|
+$31.4K
|
+340
|
+3%
|
|
|
1353
|
Pacific Wealth Strategies Group
Santa Barbara,
California
|
$1.14M
|
+$49.8K
|
+539
|
+5%
|
|
|
1354
|
Whalerock Point Partners
Providence,
Rhode Island
|
$1.14M
|
+$27.4K
|
+296
|
+3%
|
|
|
1355
|
Laidlaw Wealth Management
New York City,
New York
|
$1.14M
|
+$1.02M
|
+11,031
|
New
|
|
|
1356
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$1.14M
|
–
|
–
|
–
|
|
|
1357
|
Kiley Juergens Wealth Management
Olympia,
Washington
|
$1.13M
|
+$29.4K
|
+318
|
+3%
|
|
|
1358
|
VeraBank
Henderson,
Texas
|
$1.13M
|
+$51.4K
|
+556
|
+5%
|
|
|
1359
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$1.13M
|
+$16.6K
|
+180
|
+2%
|
|
|
1360
|
GYL Financial Synergies
West Hartford,
Connecticut
|
$1.13M
|
-$24.6K
|
-266
|
-2%
|
|
|
1361
|
Checchi Capital Advisers
Beverly Hills,
California
|
$1.13M
|
+$75.3K
|
+815
|
+8%
|
|
|
1362
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$1.13M
|
-$214K
|
-2,314
|
-18%
|
|
|
1363
|
Claro Advisors
Boston,
Massachusetts
|
$1.13M
|
+$96.3K
|
+1,042
|
+11%
|
|
|
1364
|
Perpetual Investment Management
Sydney,
Australia
|
$1.12M
|
+$20.3K
|
+220
|
+2%
|
|
|
1365
|
Providence Wealth Advisors
Frankfort,
Illinois
|
$1.12M
|
+$51K
|
+552
|
+5%
|
|
|
1366
|
Caldwell Trust
Venice,
Florida
|
$1.12M
|
+$29.1K
|
+315
|
+3%
|
|
|
1367
|
Renasant Bank
Tupelo,
Mississippi
|
$1.11M
|
+$65.6K
|
+710
|
+7%
|
|
|
1368
|
FRG Family Wealth Advisors
Bellevue,
Washington
|
$1.11M
|
-$2.31K
|
-25
|
-0.2%
|
|
|
1369
|
American National Registered Investment Advisor
Galveston,
Texas
|
$1.11M
|
-$277
|
-3
|
-0%
|
|
|
1370
|
Prentice Wealth Management
Rochester,
New York
|
$1.11M
|
-$15K
|
-162
|
-1%
|
|
|
1371
|
Patten & Patten
Chattanooga,
Tennessee
|
$1.11M
|
-$76.6K
|
-829
|
-7%
|
|
|
1372
|
Greenup Street Wealth Management
Ann Arbor,
Michigan
|
$1.11M
|
+$995K
|
+10,770
|
New
|
|
|
1373
|
Mather Group
Chicago,
Illinois
|
$1.1M
|
+$714K
|
+7,726
|
+261%
|
|
|
1374
|
MBB Public Markets
Chicago,
Illinois
|
$1.1M
|
+$985K
|
+10,662
|
New
|
|
|
1375
|
Massachusetts Financial Services
Boston,
Massachusetts
|
$1.1M
|
-$27.8K
|
-301
|
-3%
|
|
