|
201
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$610K
|
–
|
–
|
–
|
|
|
202
|
Fortis Capital Management
Bellevue,
Washington
|
$606K
|
+$12.4K
|
+530
|
+2%
|
|
|
203
|
DecisionMap Wealth Management
Great Falls,
Virginia
|
$599K
|
+$44.9K
|
+1,923
|
+8%
|
|
|
204
|
Duncker Streett & Co
St. Louis,
Missouri
|
$581K
|
-$34.5K
|
-1,475
|
-6%
|
|
|
205
|
Austin Private Wealth
Austin,
Texas
|
$581K
|
-$81.5K
|
-3,491
|
-12%
|
|
|
206
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$578K
|
+$143K
|
+6,111
|
+33%
|
|
|
207
|
Autumn Glory Partners
Dallas,
Texas
|
$577K
|
+$14.9K
|
+637
|
+3%
|
|
|
208
|
Stokes Family Office
New Orleans,
Louisiana
|
$571K
|
–
|
–
|
–
|
|
|
209
|
Redwood Financial Network
Solon,
Ohio
|
$561K
|
+$118K
|
+5,070
|
+27%
|
|
|
210
|
Clearstead Advisors
Cleveland,
Ohio
|
$556K
|
+$84.3K
|
+3,611
|
+18%
|
|
|
211
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$549K
|
+$82.3K
|
+3,525
|
+18%
|
|
|
212
|
American Trust
Lexington,
Kentucky
|
$537K
|
+$534K
|
+22,865
|
New
|
|
|
213
|
Great Diamond Partners
Portland,
Maine
|
$533K
|
+$531K
|
+22,721
|
New
|
|
|
214
|
Masso Torrence Wealth Management
Marlton,
New Jersey
|
$528K
|
–
|
–
|
–
|
|
|
215
|
Foundation Wealth Management (Missouri)
Clayton,
Missouri
|
$513K
|
+$55.4K
|
+2,370
|
+12%
|
|
|
216
|
1900 Wealth Management
San Antonio,
Texas
|
$509K
|
–
|
–
|
–
|
|
|
217
|
Provenance Wealth Advisors
Fort Lauderdale,
Florida
|
$505K
|
+$771
|
+33
|
+0.2%
|
|
|
218
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$499K
|
+$13K
|
+558
|
+3%
|
|
|
219
|
Gradient Capital Advisors
San Diego,
California
|
$495K
|
–
|
–
|
–
|
|
|
220
|
Naples Global Advisors
Naples,
Florida
|
$475K
|
+$98.7K
|
+4,225
|
+26%
|
|
|
221
|
Prosperity Planning
Kansas City,
Missouri
|
$452K
|
–
|
–
|
–
|
|
|
222
|
Kestra Private Wealth Services
Austin,
Texas
|
$445K
|
+$69.7K
|
+2,984
|
+19%
|
|
|
223
|
Heartland Bank & Trust
Bloomington,
Illinois
|
$439K
|
+$61.4K
|
+2,627
|
+16%
|
|
|
224
|
Bradley & Co Private Wealth Management
Miami,
Florida
|
$431K
|
–
|
–
|
–
|
|
|
225
|
Mutual Advisors
Omaha,
Nebraska
|
$421K
|
-$165K
|
-7,048
|
-28%
|
|
