|
1301
|
Howe & Rusling
Rochester,
New York
|
$1.1M
|
+$96.1K
|
+1,332
|
+9%
|
|
|
1302
|
World Equity Group
Schaumburg,
Illinois
|
$1.1M
|
-$109K
|
-1,513
|
-9%
|
|
|
1303
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$1.1M
|
-$37.2K
|
-516
|
-3%
|
|
|
1304
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
$1.1M
|
+$166K
|
+2,304
|
+17%
|
|
|
1305
|
Palisade Asset Management
Minneapolis,
Minnesota
|
$1.1M
|
+$57.2K
|
+793
|
+5%
|
|
|
1306
|
Lee Financial
Dallas,
Texas
|
$1.09M
|
+$3.1K
|
+43
|
+0.3%
|
|
|
1307
|
Everhart Financial Group
Dublin,
Ohio
|
$1.08M
|
-$4.84K
|
-67
|
-0.4%
|
|
|
1308
|
Asempa Wealth Advisors
Baton Rouge,
Louisiana
|
$1.08M
|
-$93.4K
|
-1,294
|
-8%
|
|
|
1309
|
TAGStone Capital
Charlotte,
North Carolina
|
$1.08M
|
-$36.4K
|
-504
|
-3%
|
|
|
1310
|
Baker Boyer National Bank
Walla Walla,
Washington
|
$1.07M
|
–
|
–
|
–
|
|
|
1311
|
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
|
$1.07M
|
+$1.11M
|
+15,335
|
New
|
|
|
1312
|
Integrated Wealth Management (Ohio)
Uniontown,
Ohio
|
$1.06M
|
-$793K
|
-10,981
|
-42%
|
|
|
1313
|
Naples Global Advisors
Naples,
Florida
|
$1.05M
|
+$17.4K
|
+241
|
+2%
|
|
|
1314
|
Valley Forge Investment Consultants
Audubon,
Pennsylvania
|
$1.05M
|
–
|
–
|
–
|
|
|
1315
|
Laffer Tengler Investments
Nashville,
Tennessee
|
$1.05M
|
–
|
–
|
–
|
|
|
1316
|
Ehrlich Financial Group
Laguna Niguel,
California
|
$1.05M
|
+$291K
|
+4,034
|
+37%
|
|
|
1317
|
Independence Bank of Kentucky
Owensboro,
Kentucky
|
$1.05M
|
+$79.9K
|
+1,107
|
+8%
|
|
|
1318
|
Trilogy Capital
Irvine,
California
|
$1.05M
|
-$52.2K
|
-723
|
-5%
|
|
|
1319
|
CVS Health
Woonsocket,
Rhode Island
|
$1.05M
|
+$1.08M
|
+15,000
|
New
|
|
|
1320
|
Ballast Rock Private Wealth
Charleston,
South Carolina
|
$1.04M
|
-$34.9K
|
-484
|
-3%
|
|
|
1321
|
|
$1.04M
|
-$258K
|
-3,571
|
-19%
|
|
|
1322
|
Fisher Asset Management
Camas,
Washington
|
$1.03M
|
+$82.4K
|
+1,142
|
+8%
|
|
|
1323
|
Kondo Wealth Advisors
Pasadena,
California
|
$1.03M
|
+$48.9K
|
+677
|
+5%
|
|
|
1324
|
LexAurum Advisors
Overland Park,
Kansas
|
$1.03M
|
+$1.06M
|
+14,716
|
New
|
|
|
1325
|
Fiduciary Wealth Partners
Boston,
Massachusetts
|
$1.02M
|
+$1.06M
|
+14,637
|
New
|
|
