|
1301
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$370K
|
-$120K
|
-1,752
|
-25%
|
|
|
1302
|
Advisory Services & Investments
Bend,
Oregon
|
$369K
|
–
|
–
|
–
|
|
|
1303
|
The Family Firm
Bethesda,
Maryland
|
$369K
|
+$546
|
+8
|
+0.2%
|
|
|
1304
|
Klingenstein Fields & Co
New York
|
$368K
|
-$4.92K
|
-72
|
-1%
|
|
|
1305
|
Prelude Capital Management
New York
|
$368K
|
+$362K
|
+5,300
|
New
|
|
|
1306
|
RPG Investment Advisory
Pleasanton,
California
|
$366K
|
+$360K
|
+5,268
|
New
|
|
|
1307
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$364K
|
-$159K
|
-2,324
|
-31%
|
|
|
1308
|
Shelton Wealth Management
Fort Worth,
Texas
|
$364K
|
+$8.46K
|
+124
|
+2%
|
|
|
1309
|
Cypress Capital Management (Delaware)
Greenville,
Delaware
|
$363K
|
–
|
–
|
–
|
|
|
1310
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$363K
|
+$8.19K
|
+120
|
+2%
|
|
|
1311
|
Ashford Capital Management
Wilmington,
Delaware
|
$363K
|
+$18.8K
|
+276
|
+6%
|
|
|
1312
|
FFT Wealth Management
Philadelphia,
Pennsylvania
|
$362K
|
–
|
–
|
–
|
|
|
1313
|
Cedar Wealth Management
Walnut Creek,
California
|
$360K
|
–
|
–
|
–
|
|
|
1314
|
17 Capital Partners
Pheonix,
Arizona
|
$360K
|
+$1.64K
|
+24
|
+0.5%
|
|
|
1315
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$360K
|
+$54.6K
|
+800
|
+18%
|
|
|
1316
|
American Money Management
Rancho Santa Fe,
California
|
$357K
|
+$1.91K
|
+28
|
+0.5%
|
|
|
1317
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$355K
|
–
|
–
|
–
|
|
|
1318
|
Texas Capital Bancshares
Dallas,
Texas
|
$355K
|
–
|
–
|
–
|
|
|
1319
|
Wipfli Financial Advisors
Milwaukee,
Wisconsin
|
$354K
|
+$348K
|
+5,104
|
New
|
|
|
1320
|
Berkeley Inc
Boise,
Idaho
|
$354K
|
+$273
|
+4
|
+0.1%
|
|
|
1321
|
Warner Financial
Bethesda,
Maryland
|
$352K
|
-$11.7K
|
-172
|
-3%
|
|
|
1322
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$352K
|
+$123K
|
+1,804
|
+57%
|
|
|
1323
|
Silicon Hills Wealth Management
Austin,
Texas
|
$350K
|
–
|
–
|
–
|
|
|
1324
|
Strategy Asset Managers
Pasadena,
California
|
$350K
|
+$344K
|
+5,044
|
New
|
|
|
1325
|
Affinity Wealth Management
Wilmington,
Delaware
|
$349K
|
–
|
–
|
–
|
|
