|
1051
|
CPWM LLC
Seattle,
Washington
|
$805K
|
+$2.42K
|
+45
|
+0.3%
|
|
|
1052
|
Seneca House Advisors
Richmond,
Virginia
|
$796K
|
+$76.1K
|
+1,415
|
+10%
|
|
|
1053
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$796K
|
+$630K
|
+11,710
|
+342%
|
|
|
1054
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$792K
|
+$140K
|
+2,610
|
+21%
|
|
|
1055
|
Beta Wealth Group
San Diego,
California
|
$789K
|
+$36.6K
|
+680
|
+5%
|
|
|
1056
|
North Star Investment Management
Chicago,
Illinois
|
$788K
|
+$21.5K
|
+400
|
+3%
|
|
|
1057
|
Fiducient Advisors
Chicago,
Illinois
|
$786K
|
-$10.5K
|
-195
|
-1%
|
|
|
1058
|
Avantax Planning Partners
Dubuque,
Iowa
|
$784K
|
-$14.5K
|
-270
|
-2%
|
|
|
1059
|
Courage Miller Partners
Norfolk,
Virginia
|
$782K
|
-$38.2K
|
-710
|
-5%
|
|
|
1060
|
Financial Network Wealth Management
Draper,
Utah
|
$780K
|
+$82.3K
|
+1,530
|
+12%
|
|
|
1061
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$778K
|
-$83.7K
|
-1,555
|
-10%
|
|
|
1062
|
Insight Wealth Strategies
San Ramon,
California
|
$776K
|
-$1.36M
|
-25,305
|
-63%
|
|
|
1063
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$776K
|
-$94.7K
|
-1,760
|
-11%
|
|
|
1064
|
InterOcean Capital Group
Nashville,
Tennessee
|
$773K
|
-$194K
|
-3,610
|
-20%
|
|
|
1065
|
Moody Lynn & Lieberson
Boston,
Massachusetts
|
$767K
|
–
|
–
|
–
|
|
|
1066
|
BBVA USA
Birmingham,
Alabama
|
$764K
|
-$8.07K
|
-150
|
-1%
|
|
|
1067
|
Pacific Sun Financial
Los Angeles,
California
|
$764K
|
+$781K
|
+14,520
|
New
|
|
|
1068
|
Caldwell Trust
Venice,
Florida
|
$762K
|
–
|
–
|
–
|
|
|
1069
|
Willow Creek Wealth Management
Sebastopol,
California
|
$762K
|
-$3.23K
|
-60
|
-0.4%
|
|
|
1070
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
$758K
|
+$138K
|
+2,565
|
+22%
|
|
|
1071
|
Oxford Financial Group
Carmel,
Indiana
|
$755K
|
-$145K
|
-2,690
|
-16%
|
|
|
1072
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$754K
|
-$84.5K
|
-1,570
|
-10%
|
|
|
1073
|
TL Private Wealth
Southlake,
Texas
|
$754K
|
-$5.92K
|
-110
|
-0.8%
|
|
|
1074
|
Goldstein Munger & Associates
San Ramon,
California
|
$754K
|
–
|
–
|
–
|
|
|
1075
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$752K
|
-$43.8K
|
-815
|
-5%
|
|
