|
1301
|
Oak Ridge Investments
Chicago,
Illinois
|
$723K
|
–
|
–
|
–
|
|
|
1302
|
LAM Group
Lake Oswego,
Oregon
|
$723K
|
–
|
–
|
–
|
|
|
1303
|
Alpine Bank Wealth Management
Grand Junction,
Colorado
|
$722K
|
+$698K
|
+7,696
|
New
|
|
|
1304
|
Weatherly Asset Management
Del Mar,
California
|
$719K
|
–
|
–
|
–
|
|
|
1305
|
Cary Street Partners Asset Management
Richmond,
Virginia
|
$718K
|
-$6.17K
|
-68
|
-0.9%
|
|
|
1306
|
Patten & Patten
Chattanooga,
Tennessee
|
$717K
|
–
|
–
|
–
|
|
|
1307
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$717K
|
-$92.5K
|
-1,020
|
-12%
|
|
|
1308
|
Integral Investment Advisors
Turlock,
California
|
$714K
|
–
|
–
|
–
|
|
|
1309
|
Monterey Private Wealth
Monterey,
California
|
$710K
|
-$363
|
-4
|
-0.1%
|
|
|
1310
|
Nomura Asset Management
Tokyo,
Japan
|
$710K
|
–
|
–
|
–
|
|
|
1311
|
Howard Wealth Management
Madison,
Connecticut
|
$709K
|
-$363
|
-4
|
-0.1%
|
|
|
1312
|
Jacobsen Capital Management
Salt Lake City,
Utah
|
$708K
|
+$2.9K
|
+32
|
+0.4%
|
|
|
1313
|
Providence First Trust
Scottsdale,
Arizona
|
$704K
|
+$363
|
+4
|
+0.1%
|
|
|
1314
|
Creative Financial Designs
Kokomo,
Indiana
|
$704K
|
-$46.1K
|
-508
|
-6%
|
|
|
1315
|
Steph & Co
Marinette,
Wisconsin
|
$702K
|
–
|
–
|
–
|
|
|
1316
|
Hanover Advisors
Seneca,
South Carolina
|
$702K
|
–
|
–
|
–
|
|
|
1317
|
|
$701K
|
+$407K
|
+4,484
|
+150%
|
|
|
1318
|
Cypress Financial Planning
Haddon Heights,
New Jersey
|
$699K
|
+$676K
|
+7,452
|
New
|
|
|
1319
|
Waypoint Wealth Counsel
Atlanta,
Georgia
|
$699K
|
-$3.99K
|
-44
|
-0.6%
|
|
|
1320
|
S.E.E.D. Planning Group
Binghamton,
New York
|
$697K
|
-$54.8K
|
-604
|
-8%
|
|
|
1321
|
Flagship Private Wealth
Woburn,
Massachusetts
|
$697K
|
+$248K
|
+2,732
|
+58%
|
|
|
1322
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$697K
|
–
|
–
|
–
|
|
|
1323
|
Telos Capital Management
San Diego,
California
|
$696K
|
+$272K
|
+3,000
|
+68%
|
|
|
1324
|
Brogan Financial
Knoxville,
Tennessee
|
$695K
|
+$671K
|
+7,404
|
New
|
|
|
1325
|
Curran Financial Partners
Daniel Island,
South Carolina
|
$693K
|
-$8.34K
|
-92
|
-1%
|
|
