|
1301
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$663K
|
-$10.5K
|
-52
|
-2%
|
|
|
1302
|
American Investment Services
Great Barrington,
Massachusetts
|
$662K
|
-$25.5K
|
-126
|
-4%
|
|
|
1303
|
Stage Harbor Financial
Westwood,
Massachusetts
|
$661K
|
–
|
–
|
–
|
|
|
1304
|
RDA Financial Network
Akron,
Iowa
|
$660K
|
-$202
|
-1
|
-0%
|
|
|
1305
|
SeaCrest Wealth Management
Purchase,
New York
|
$660K
|
+$10.3K
|
+51
|
+2%
|
|
|
1306
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
$658K
|
+$13.7K
|
+68
|
+2%
|
|
|
1307
|
Tiemann Investment Advisors
Menlo Park,
California
|
$658K
|
+$202
|
+1
|
+0%
|
|
|
1308
|
Center for Financial Planning
Southfied,
Michigan
|
$655K
|
–
|
–
|
–
|
|
|
1309
|
Baron Wealth Management
Troy,
Michigan
|
$655K
|
+$1.62K
|
+8
|
+0.2%
|
|
|
1310
|
Cascade Financial Partners
San Diego,
California
|
$652K
|
-$5.86K
|
-29
|
-0.9%
|
|
|
1311
|
Clayton Financial Group
St. Louis,
Missouri
|
$651K
|
+$8.08K
|
+40
|
+1%
|
|
|
1312
|
HoyleCohen
San Diego,
California
|
$650K
|
-$17.8K
|
-88
|
-3%
|
|
|
1313
|
Douglass Winthrop Advisors
New York
|
$649K
|
-$617K
|
-3,054
|
-49%
|
|
|
1314
|
Lake Street Private Wealth
Chicago,
Illinois
|
$646K
|
+$83.1K
|
+411
|
+15%
|
|
|
1315
|
Relative Value Partners Group
|
$646K
|
+$241K
|
+1,191
|
+60%
|
|
|
1316
|
McGuire Investment Group
Wakefield,
Rhode Island
|
$646K
|
–
|
–
|
–
|
|
|
1317
|
Shared Vision Wealth Group
Carlsbad,
United States
|
$646K
|
+$52.9K
|
+262
|
+9%
|
|
|
1318
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$642K
|
–
|
–
|
–
|
|
|
1319
|
CM Wealth Advisors
Beachwood,
Ohio
|
$639K
|
-$15.6K
|
-77
|
-2%
|
|
|
1320
|
City Center Advisors LLC
Troy,
Michigan
|
$639K
|
–
|
–
|
–
|
|
|
1321
|
SOL Capital Management
Rockville,
Maryland
|
$637K
|
-$5.05K
|
-25
|
-0.8%
|
|
|
1322
|
Donaldson Capital Management
Evansville,
Indiana
|
$637K
|
-$6.47K
|
-32
|
-1%
|
|
|
1323
|
Copeland Capital Management
Conshohocken,
Pennsylvania
|
$636K
|
+$555K
|
+2,745
|
+702%
|
|
|
1324
|
LaSalle St. Investment Advisors
Elmhurst,
Illinois
|
$636K
|
+$139K
|
+688
|
+28%
|
|
|
1325
|
AAF Wealth Management
Westborough,
Massachusetts
|
$636K
|
-$1.82K
|
-9
|
-0.3%
|
|
