|
1326
|
KWB Wealth
Redlands,
California
|
$628K
|
-$8.71K
|
-118
|
-1%
|
|
|
1327
|
Continental Investors Services
Longview,
Washington
|
$628K
|
+$48.8K
|
+661
|
+8%
|
|
|
1328
|
Smith, Moore & Co
Clayton,
Missouri
|
$627K
|
+$69.1K
|
+936
|
+12%
|
|
|
1329
|
Catalyst Private Wealth
San Mateo,
California
|
$627K
|
–
|
–
|
–
|
|
|
1330
|
Forte Asset Management
Bedford,
New York
|
$626K
|
–
|
–
|
–
|
|
|
1331
|
Private Wealth Partners
Mill Valley,
California
|
$625K
|
+$133K
|
+1,805
|
+25%
|
|
|
1332
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$622K
|
+$5.98K
|
+81
|
+0.9%
|
|
|
1333
|
Talon Private Wealth
The Villages,
Florida
|
$618K
|
-$7.97K
|
-108
|
-1%
|
|
|
1334
|
Partners in Financial Planning
Salem,
Virginia
|
$617K
|
+$135K
|
+1,831
|
+26%
|
|
|
1335
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$613K
|
+$12.8K
|
+174
|
+2%
|
|
|
1336
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$611K
|
-$195K
|
-2,643
|
-23%
|
|
|
1337
|
Barrett & Company
Providence,
Rhode Island
|
$607K
|
+$20.1K
|
+272
|
+3%
|
|
|
1338
|
Fermata Advisors
Sonoma,
California
|
$604K
|
-$74
|
-1
|
-0%
|
|
|
1339
|
MorganRosel Wealth Management
Highlands Ranch,
Colorado
|
$601K
|
+$277K
|
+3,749
|
+78%
|
|
|
1340
|
Vista Investment Partners II
Richmond,
Indiana
|
$600K
|
+$630K
|
+8,544
|
New
|
|
|
1341
|
Lyell Wealth Management
Menlo Park,
California
|
$600K
|
–
|
–
|
–
|
|
|
1342
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$598K
|
-$7.67K
|
-104
|
-1%
|
|
|
1343
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
$596K
|
-$18.3K
|
-248
|
-3%
|
|
|
1344
|
HeadInvest LLC
Portland,
Maine
|
$591K
|
+$48K
|
+650
|
+8%
|
|
|
1345
|
GW&K Investment Management
Boston,
Massachusetts
|
$589K
|
–
|
–
|
–
|
|
|
1346
|
Certuity
North Palm Beach,
Florida
|
$585K
|
+$229K
|
+3,101
|
+59%
|
|
|
1347
|
Bank of Jackson Hole Trust
Jackson,
Wyoming
|
$584K
|
+$613K
|
+8,311
|
New
|
|
|
1348
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$584K
|
+$30.5K
|
+414
|
+5%
|
|
|
1349
|
Richards, Merrill & Peterson
Spokane,
Washington
|
$580K
|
+$609K
|
+8,259
|
New
|
|
|
1350
|
Sovran Advisors
San Diego,
California
|
$579K
|
+$612K
|
+8,302
|
New
|
|
