|
2301
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$404K
|
+$124K
|
+321
|
+44%
|
|
|
2302
|
Bison Wealth
Atlanta,
Georgia
|
$400K
|
-$28.2K
|
-73
|
-7%
|
|
|
2303
|
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
|
$397K
|
+$399K
|
+1,034
|
New
|
|
|
2304
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$396K
|
+$46.7K
|
+121
|
+13%
|
|
|
2305
|
Hartford Funds Management
Wayne,
Pennsylvania
|
$395K
|
+$397K
|
+1,029
|
New
|
|
|
2306
|
United Bank (Virginia)
Vienna,
Virginia
|
$394K
|
-$100K
|
-259
|
-20%
|
|
|
2307
|
CFM Wealth Partners
Austin,
Texas
|
$393K
|
–
|
–
|
–
|
|
|
2308
|
Alpha DNA Investment Management
Columbia,
Maryland
|
$393K
|
+$6.95K
|
+18
|
+2%
|
|
|
2309
|
Klingenstein Fields & Co
New York
|
$393K
|
+$4.25K
|
+11
|
+1%
|
|
|
2310
|
Kaizen Financial Strategies
Campbell,
California
|
$392K
|
-$361K
|
-936
|
-49%
|
|
|
2311
|
Future Financial Wealth Management
Cincinnati,
Ohio
|
$392K
|
–
|
–
|
–
|
|
|
2312
|
O'Brien Wealth Partners
Waltham,
Massachusetts
|
$392K
|
–
|
–
|
–
|
|
|
2313
|
Fullen Financial Group
Columbus,
Ohio
|
$392K
|
+$386
|
+1
|
+0.1%
|
|
|
2314
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$392K
|
+$394K
|
+1,020
|
New
|
|
|
2315
|
First National Bank of Mount Dora
Mount Dora,
Florida
|
$391K
|
–
|
–
|
–
|
|
|
2316
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$391K
|
-$197K
|
-510
|
-34%
|
|
|
2317
|
Townsend Asset Management
Raleigh,
North Carolina
|
$389K
|
+$10K
|
+26
|
+3%
|
|
|
2318
|
REDW Wealth
Albuquerque,
New Mexico
|
$386K
|
-$298K
|
-771
|
-43%
|
|
|
2319
|
Eastern Bank
Boston,
Massachusetts
|
$384K
|
–
|
–
|
–
|
|
|
2320
|
McDonald Partners
Cleveland,
Ohio
|
$382K
|
+$2.7K
|
+7
|
+0.7%
|
|
|
2321
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$381K
|
+$42.5K
|
+110
|
+12%
|
|
|
2322
|
Palo Alto Wealth Advisors
Palo Alto,
California
|
$381K
|
+$383K
|
+992
|
New
|
|
|
2323
|
Frisch Financial Group
Melville,
New York
|
$381K
|
-$288K
|
-746
|
-43%
|
|
|
2324
|
Advisory Alpha
Holland,
Michigan
|
$381K
|
+$382K
|
+990
|
New
|
|
|
2325
|
Tandem Capital Management
Woodcliff Lake,
New Jersey
|
$380K
|
–
|
–
|
–
|
|
