|
1101
|
Narus Financial Partners
Salt Lake City,
Utah
|
$728K
|
–
|
–
|
–
|
|
|
1102
|
M. Kraus & Co
Shelburne,
Vermont
|
$727K
|
-$84.7K
|
-460
|
-10%
|
|
|
1103
|
Intrua Financial
Houston,
Texas
|
$726K
|
+$75.7K
|
+411
|
+11%
|
|
|
1104
|
L.M. Kohn & Company
Cincinnati,
Ohio
|
$726K
|
+$55.4K
|
+301
|
+8%
|
|
|
1105
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$722K
|
+$206K
|
+1,119
|
+38%
|
|
|
1106
|
First Interstate Bank
Billings,
Montana
|
$717K
|
-$14K
|
-76
|
-2%
|
|
|
1107
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$717K
|
–
|
–
|
–
|
|
|
1108
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$715K
|
–
|
–
|
–
|
|
|
1109
|
Montgomery Investment Management
Rockville,
Maryland
|
$714K
|
–
|
–
|
–
|
|
|
1110
|
BlueCrest Capital Management
St Helier,
Jersey
|
$714K
|
+$184K
|
+1,000
|
+33%
|
|
|
1111
|
Allie Family Office
Miami,
Florida
|
$712K
|
–
|
–
|
–
|
|
|
1112
|
Autumn Glory Partners
Dallas,
Texas
|
$709K
|
–
|
–
|
–
|
|
|
1113
|
First County Bank
Stamford,
Connecticut
|
$709K
|
-$369K
|
-2,003
|
-34%
|
|
|
1114
|
Sentry LLC
Memphis,
Tennessee
|
$708K
|
+$731K
|
+3,969
|
New
|
|
|
1115
|
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
|
$708K
|
+$731K
|
+3,969
|
New
|
|
|
1116
|
Valley Wealth Managers
Paramus,
New Jersey
|
$707K
|
-$18.2K
|
-99
|
-2%
|
|
|
1117
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$707K
|
+$504K
|
+2,740
|
+223%
|
|
|
1118
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$704K
|
+$21.2K
|
+115
|
+3%
|
|
|
1119
|
Well Done LLC
Holland,
Michigan
|
$701K
|
+$97K
|
+527
|
+15%
|
|
|
1120
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$699K
|
-$368
|
-2
|
-0.1%
|
|
|
1121
|
Next Capital Management
New York
|
$694K
|
+$97.4K
|
+529
|
+16%
|
|
|
1122
|
Round Rock Advisors
Wilton,
Connecticut
|
$694K
|
-$19.9K
|
-108
|
-3%
|
|
|
1123
|
Bridges Investment Management
Omaha,
Nebraska
|
$694K
|
–
|
–
|
–
|
|
|
1124
|
Libra Wealth
Los Gatos,
California
|
$692K
|
–
|
–
|
–
|
|
|
1125
|
Tompkins Financial
Ithaca,
New York
|
$692K
|
+$49.7K
|
+270
|
+7%
|
|
