|
1201
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
$695K
|
+$649K
|
+9,176
|
New
|
|
|
1202
|
Acima Private Wealth
Richmond,
Virginia
|
$693K
|
–
|
–
|
–
|
|
|
1203
|
Insight Advisors
Newtown,
Pennsylvania
|
$693K
|
-$36.8K
|
-520
|
-5%
|
|
|
1204
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$688K
|
-$102K
|
-1,444
|
-13%
|
|
|
1205
|
Rockland Trust
Hanover,
Massachusetts
|
$685K
|
–
|
–
|
–
|
|
|
1206
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$682K
|
–
|
–
|
–
|
|
|
1207
|
PFG Investments
Woodbury,
New York
|
$682K
|
-$46.7K
|
-660
|
-7%
|
|
|
1208
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$681K
|
+$635K
|
+8,980
|
New
|
|
|
1209
|
Bartlett & Co
Cincinnati,
Ohio
|
$680K
|
-$20.9K
|
-296
|
-3%
|
|
|
1210
|
Oak Ridge Investments
Chicago,
Illinois
|
$680K
|
+$634K
|
+8,968
|
New
|
|
|
1211
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$680K
|
-$20.9K
|
-296
|
-3%
|
|
|
1212
|
HC Advisors
Sandy Springs,
Georgia
|
$677K
|
+$1.41K
|
+20
|
+0.2%
|
|
|
1213
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$677K
|
–
|
–
|
–
|
|
|
1214
|
Sightline Wealth Advisors
Groton,
Connecticut
|
$674K
|
+$1.41K
|
+20
|
+0.2%
|
|
|
1215
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$671K
|
+$70.4K
|
+996
|
+13%
|
|
|
1216
|
Spotlight Asset Group
Oakbrook Terrace,
Illinois
|
$670K
|
–
|
–
|
–
|
|
|
1217
|
Weaver Consulting Group
Huntington Beach,
California
|
$669K
|
–
|
–
|
–
|
|
|
1218
|
Strategies Wealth Advisors
Grand Rapids,
Michigan
|
$669K
|
-$93.6K
|
-1,324
|
-13%
|
|
|
1219
|
Private Wealth Advisors (California)
Fresno,
California
|
$668K
|
-$4.81K
|
-68
|
-0.8%
|
|
|
1220
|
J.W. Coons Advisors
Columbus,
Ohio
|
$667K
|
-$16.7K
|
-236
|
-3%
|
|
|
1221
|
KilterHowling LLC
Boulder,
Colorado
|
$666K
|
+$1.98K
|
+28
|
+0.3%
|
|
|
1222
|
Marino Stram & Associates
Braintree,
Massachusetts
|
$666K
|
-$38.5K
|
-544
|
-6%
|
|
|
1223
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$664K
|
+$8.2K
|
+116
|
+1%
|
|
|
1224
|
17 Capital Partners
Pheonix,
Arizona
|
$664K
|
+$619K
|
+8,760
|
New
|
|
|
1225
|
Enterprise Bank & Trust
Lowell,
Massachusetts
|
$662K
|
-$12.7K
|
-180
|
-2%
|
|
