|
1151
|
BigSur Wealth Management
Miami,
Florida
|
$616K
|
+$262K
|
+1,500
|
+91%
|
|
|
1152
|
Coe Capital Management
Highland Park,
Illinois
|
$615K
|
-$21.9K
|
-125
|
-4%
|
|
|
1153
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$614K
|
+$548K
|
+3,132
|
New
|
|
|
1154
|
Cooper Financial Group
Irvine,
California
|
$611K
|
+$204K
|
+1,166
|
+60%
|
|
|
1155
|
Pioneer Trust Bank
Salem,
Oregon
|
$605K
|
–
|
–
|
–
|
|
|
1156
|
Keeley-Teton Advisors
Chicago,
Illinois
|
$605K
|
+$47.2K
|
+270
|
+10%
|
|
|
1157
|
KCM Investment Advisors
Greenbrae,
California
|
$600K
|
+$43.7K
|
+250
|
+9%
|
|
|
1158
|
McDonald Partners
Cleveland,
Ohio
|
$600K
|
+$536K
|
+3,062
|
New
|
|
|
1159
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$599K
|
-$78.7K
|
-450
|
-13%
|
|
|
1160
|
Strategic Financial Services
Utica,
New York
|
$599K
|
-$25.4K
|
-145
|
-5%
|
|
|
1161
|
Larson Financial Group
St Louis,
Missouri
|
$599K
|
-$16.8K
|
-96
|
-3%
|
|
|
1162
|
Private Asset Management
San Diego,
California
|
$585K
|
-$86.6K
|
-495
|
-14%
|
|
|
1163
|
Garrison Point Capital
Walnut Creek,
California
|
$585K
|
–
|
–
|
–
|
|
|
1164
|
Mattern Wealth Management
Lawrence,
Kansas
|
$579K
|
+$35K
|
+200
|
+7%
|
|
|
1165
|
Linscomb Wealth
Houston,
Texas
|
$579K
|
+$89.2K
|
+510
|
+21%
|
|
|
1166
|
Financial Management Network
Mission Viejo,
California
|
$578K
|
+$472K
|
+2,698
|
New
|
|
|
1167
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$574K
|
-$7.35K
|
-42
|
-1%
|
|
|
1168
|
Allegheny Financial Group
Pittsburgh,
Pennsylvania
|
$573K
|
+$511K
|
+2,921
|
New
|
|
|
1169
|
Chevy Chase Trust
Bethesda,
Maryland
|
$572K
|
-$1.31M
|
-7,497
|
-72%
|
|
|
1170
|
Calamos Wealth Management
Naperville,
Illinois
|
$572K
|
–
|
–
|
–
|
|
|
1171
|
Bar Harbor Trust Services
Ellsworth,
Maine
|
$569K
|
–
|
–
|
–
|
|
|
1172
|
V2 Financial group
Naperville,
Illinois
|
$569K
|
+$508K
|
+2,902
|
New
|
|
|
1173
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$567K
|
-$233K
|
-1,334
|
-32%
|
|
|
1174
|
RGT Wealth Advisors
Dallas,
Texas
|
$565K
|
+$504K
|
+2,880
|
New
|
|
|
1175
|
Flagship Private Wealth
Woburn,
Massachusetts
|
$565K
|
+$472K
|
+2,697
|
New
|
|
