|
901
|
Moody National Bank Trust Division
Galveston,
Texas
|
$213K
|
+$205K
|
+3,404
|
New
|
|
|
902
|
Geneva Partners
Lake Geneva,
Wisconsin
|
$213K
|
+$205K
|
+3,395
|
New
|
|
|
903
|
Safeguard Financial
Minocqua,
Wisconsin
|
$212K
|
+$204K
|
+3,389
|
New
|
|
|
904
|
Concorde Asset Management
Ann Arbor,
Michigan
|
$212K
|
+$204K
|
+3,378
|
New
|
|
|
905
|
Oakworth Capital
Birmingham,
Alabama
|
$210K
|
–
|
–
|
–
|
|
|
906
|
Wrenne Financial Planning
Lexington,
Kentucky
|
$209K
|
+$201K
|
+3,340
|
New
|
|
|
907
|
Cassady Schiller Wealth Management
Cincinnati,
Ohio
|
$209K
|
+$60
|
+1
|
+0%
|
|
|
908
|
Fisher Asset Management
Camas,
Washington
|
$208K
|
+$200K
|
+3,319
|
New
|
|
|
909
|
JMG Financial Group
Downers Grove,
Illinois
|
$207K
|
+$199K
|
+3,300
|
New
|
|
|
910
|
Trivium Point Advisory
Westport,
Connecticut
|
$207K
|
-$181K
|
-2,997
|
-48%
|
|
|
911
|
North Star Investment Management
Chicago,
Illinois
|
$206K
|
–
|
–
|
–
|
|
|
912
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$206K
|
+$198K
|
+3,286
|
New
|
|
|
913
|
Prosperity Financial Group
San Ramon,
California
|
$204K
|
+$196K
|
+3,259
|
New
|
|
|
914
|
Pennsylvania Capital Management
Huntingdon Valley,
Pennsylvania
|
$204K
|
+$196K
|
+3,251
|
New
|
|
|
915
|
Capital Square
Chattanooga,
Tennessee
|
$203K
|
+$195K
|
+3,241
|
New
|
|
|
916
|
Personal CFO Solutions
Chester,
New Jersey
|
$202K
|
+$194K
|
+3,221
|
New
|
|
|
917
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$201K
|
+$194K
|
+3,220
|
New
|
|
|
918
|
R.M. Davis Inc
Portland,
Maine
|
$201K
|
-$96.3K
|
-1,597
|
-33%
|
|
|
919
|
American Capital Advisory
Ketchum,
Idaho
|
$200K
|
-$54K
|
-896
|
-22%
|
|
|
920
|
LGT Financial Advisors
Dallas,
Texas
|
$191K
|
-$35.1K
|
-582
|
-16%
|
|
|
921
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$188K
|
–
|
–
|
–
|
|
|
922
|
EnRich Financial Partners
Madison,
Wisconsin
|
$186K
|
–
|
–
|
–
|
|
|
923
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$186K
|
-$67.2K
|
-1,115
|
-27%
|
|
|
924
|
GHP Investment Advisors
Denver,
Colorado
|
$186K
|
–
|
–
|
–
|
|
|
925
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$179K
|
+$172K
|
+2,850
|
New
|
|
