|
2076
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
$1.4M
|
+$108K
|
+941
|
+8%
|
|
|
2077
|
Venturi Wealth Management
Austin,
Texas
|
$1.4M
|
+$136K
|
+1,184
|
+10%
|
|
|
2078
|
Steward Financial Group
Colleyville,
Texas
|
$1.4M
|
+$2.98K
|
+26
|
+0.2%
|
|
|
2079
|
Insight Inv LLC
El Segundo,
California
|
$1.4M
|
–
|
–
|
–
|
|
|
2080
|
Insight Wealth Strategies
San Ramon,
California
|
$1.39M
|
–
|
–
|
–
|
|
|
2081
|
Oak Family Advisors
Chicago,
Illinois
|
$1.39M
|
+$931K
|
+8,114
|
+155%
|
|
|
2082
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$1.39M
|
+$67.5K
|
+588
|
+5%
|
|
|
2083
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$1.39M
|
+$106K
|
+921
|
+7%
|
|
|
2084
|
Weatherly Asset Management
Del Mar,
California
|
$1.39M
|
-$5.74K
|
-50
|
-0.4%
|
|
|
2085
|
Highlander Capital Management
Short Hills,
New Jersey
|
$1.39M
|
–
|
–
|
–
|
|
|
2086
|
Todd Asset Management
Louisville,
Kentucky
|
$1.39M
|
–
|
–
|
–
|
|
|
2087
|
Guardian Capital (Canada)
Toronto,
Ontario, Canada
|
$1.39M
|
-$178K
|
-1,550
|
-10%
|
|
|
2088
|
Matrix Private Capital Group
New York
|
$1.38M
|
-$276K
|
-2,403
|
-15%
|
|
|
2089
|
Access Financial Services
Minneapolis,
Minnesota
|
$1.38M
|
+$68.5K
|
+597
|
+5%
|
|
|
2090
|
Kiley Juergens Wealth Management
Olympia,
Washington
|
$1.38M
|
+$116K
|
+1,012
|
+8%
|
|
|
2091
|
|
$1.38M
|
+$1.52M
|
+13,208
|
New
|
|
|
2092
|
Birinyi Associates
Westport,
Connecticut
|
$1.38M
|
-$57.4K
|
-500
|
-4%
|
|
|
2093
|
Pointe Capital Management
Grosse Pointe Farms,
Michigan
|
$1.38M
|
–
|
–
|
–
|
|
|
2094
|
Delta Financial Advisors
New Orleans,
Louisiana
|
$1.38M
|
+$64K
|
+558
|
+4%
|
|
|
2095
|
Joseph Group Capital Management
Columbus,
Ohio
|
$1.38M
|
+$382K
|
+3,333
|
+34%
|
|
|
2096
|
Legacy Wealth Management (Mississippi)
Ridgeland,
Mississippi
|
$1.37M
|
+$23K
|
+200
|
+2%
|
|
|
2097
|
Soros Fund Management
New York
|
$1.37M
|
–
|
–
|
–
|
|
|
2098
|
Capital Square
Chattanooga,
Tennessee
|
$1.37M
|
+$286K
|
+2,492
|
+23%
|
|
|
2099
|
Waratah Capital Advisors
Toronto,
Ontario, Canada
|
$1.37M
|
+$982K
|
+8,554
|
+189%
|
|
|
2100
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$1.37M
|
-$121K
|
-1,051
|
-7%
|
|
