|
1326
|
Port Capital
Chicago,
Illinois
|
$833K
|
+$491K
|
+4,920
|
+126%
|
|
|
1327
|
Seven Post Investment Office
San Francisco,
California
|
$832K
|
–
|
–
|
–
|
|
|
1328
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$830K
|
-$6.79K
|
-68
|
-0.8%
|
|
|
1329
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$830K
|
+$205K
|
+2,054
|
+30%
|
|
|
1330
|
Patton Albertson Miller Group
Chattanooga,
Tennessee
|
$829K
|
-$214K
|
-2,138
|
-20%
|
|
|
1331
|
Golden State Equity Partners
South Coast Metro,
California
|
$827K
|
-$34.6K
|
-346
|
-4%
|
|
|
1332
|
Occidental Asset Management
Burlingame,
California
|
$812K
|
+$124K
|
+1,243
|
+17%
|
|
|
1333
|
Acadian Asset Management
Boston,
Massachusetts
|
$811K
|
+$348K
|
+3,484
|
+68%
|
|
|
1334
|
Ascent Wealth Partners
New Hartford,
New York
|
$810K
|
-$18.1K
|
-181
|
-2%
|
|
|
1335
|
SouthState Corp
Winter Haven,
Florida
|
$809K
|
+$56.6K
|
+567
|
+7%
|
|
|
1336
|
Principle Wealth Partners
Madison,
Connecticut
|
$808K
|
+$418K
|
+4,189
|
+96%
|
|
|
1337
|
Brookmont Capital Management
Dallas,
Texas
|
$808K
|
-$17.1K
|
-171
|
-2%
|
|
|
1338
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$798K
|
+$167K
|
+1,672
|
+24%
|
|
|
1339
|
Keel Point
Huntsville,
Alabama
|
$797K
|
+$147K
|
+1,467
|
+21%
|
|
|
1340
|
Granite FO LLC
Bedford,
New Hampshire
|
$796K
|
–
|
–
|
–
|
|
|
1341
|
Compass Financial Group (South Dakota)
Sioux Falls,
South Dakota
|
$794K
|
-$21K
|
-210
|
-2%
|
|
|
1342
|
StrongBox Wealth
Lee's Summit,
Missouri
|
$793K
|
+$167K
|
+1,667
|
+25%
|
|
|
1343
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$791K
|
+$68.2K
|
+683
|
+9%
|
|
|
1344
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$782K
|
-$34.1K
|
-341
|
-4%
|
|
|
1345
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$782K
|
-$45.9K
|
-459
|
-5%
|
|
|
1346
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$777K
|
-$41.2K
|
-412
|
-6%
|
|
|
1347
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$776K
|
+$34.1K
|
+341
|
+4%
|
|
|
1348
|
ICA Group Wealth Management
Denver,
Colorado
|
$775K
|
-$104K
|
-1,046
|
-11%
|
|
|
1349
|
Avion Wealth
The Woodlands,
Texas
|
$773K
|
–
|
–
|
–
|
|
|
1350
|
Moneywise Inc
Forest,
Virginia
|
$770K
|
-$17K
|
-170
|
-2%
|
|
