|
1001
|
Vista Capital Partners
Portland,
Oregon
|
$257K
|
+$251K
|
+3,080
|
New
|
|
|
1002
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$256K
|
-$43.7K
|
-536
|
-15%
|
|
|
1003
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$256K
|
–
|
–
|
–
|
|
|
1004
|
Fulton Bank
Lancaster,
Pennsylvania
|
$255K
|
-$47.7K
|
-585
|
-16%
|
|
|
1005
|
Investment Partners
New Philadelphia,
Ohio
|
$255K
|
–
|
–
|
–
|
|
|
1006
|
Doyle Wealth Management
St. Petersburg,
Florida
|
$251K
|
-$10.2K
|
-125
|
-4%
|
|
|
1007
|
First Personal Financial Services
Charlotte,
North Carolina
|
$250K
|
–
|
–
|
–
|
|
|
1008
|
Intercontinental Wealth Advisors
San Antonio,
Texas
|
$250K
|
–
|
–
|
–
|
|
|
1009
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$250K
|
–
|
–
|
–
|
|
|
1010
|
Community Bank & Trust (Waco, Texas)
Waco,
Texas
|
$248K
|
–
|
–
|
–
|
|
|
1011
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
$246K
|
-$33.2K
|
-407
|
-12%
|
|
|
1012
|
Csenge Advisory Group
Clearwater,
Florida
|
$246K
|
+$240K
|
+2,947
|
New
|
|
|
1013
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
$245K
|
-$6.52K
|
-80
|
-3%
|
|
|
1014
|
Friedenthal Financial
Marlton,
New Jersey
|
$244K
|
-$121K
|
-1,488
|
-34%
|
|
|
1015
|
Segment Wealth Management
Houston,
Texas
|
$242K
|
+$20.4K
|
+250
|
+9%
|
|
|
1016
|
CPWM LLC
Seattle,
Washington
|
$239K
|
-$5.46K
|
-67
|
-2%
|
|
|
1017
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$238K
|
-$532K
|
-6,531
|
-70%
|
|
|
1018
|
Lederer & Associates Investment Counsel
Long Beach,
California
|
$236K
|
–
|
–
|
–
|
|
|
1019
|
Wealthcare Capital Management
Richmond,
Virginia
|
$236K
|
–
|
–
|
–
|
|
|
1020
|
SouthState Corp
Winter Haven,
Florida
|
$236K
|
+$230K
|
+2,818
|
New
|
|
|
1021
|
Keel Point
Huntsville,
Alabama
|
$234K
|
+$228K
|
+2,799
|
New
|
|
|
1022
|
Aries Wealth Management
Portland,
Maine
|
$232K
|
–
|
–
|
–
|
|
|
1023
|
Probity Advisors
Dallas,
Texas
|
$231K
|
+$8.8K
|
+108
|
+4%
|
|
|
1024
|
Ifrah Financial Services
Little Rock,
Arkansas
|
$228K
|
+$326
|
+4
|
+0.1%
|
|
|
1025
|
Waters Parkerson & Co
New Orleans,
Louisiana
|
$228K
|
+$223K
|
+2,733
|
New
|
|
