|
1101
|
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
|
$391K
|
-$19.1K
|
-158
|
-5%
|
|
|
1102
|
Wintrust Investments
Chicago,
Illinois
|
$391K
|
+$389K
|
+3,221
|
New
|
|
|
1103
|
Mission Wealth Management
Santa Barbara,
California
|
$390K
|
+$27.9K
|
+231
|
+8%
|
|
|
1104
|
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
$390K
|
-$24.1K
|
-199
|
-6%
|
|
|
1105
|
First National Corp
Rockland,
Massachusetts
|
$389K
|
-$25.1K
|
-208
|
-6%
|
|
|
1106
|
Biltmore Family Office
Charlotte,
North Carolina
|
$389K
|
–
|
–
|
–
|
|
|
1107
|
Fairview Capital Investment Management
Greenbrae,
California
|
$387K
|
–
|
–
|
–
|
|
|
1108
|
Trueblood Wealth Management
Lima,
Ohio
|
$385K
|
+$383K
|
+3,166
|
New
|
|
|
1109
|
Voya Financial Advisors
Windsor,
Connecticut
|
$383K
|
+$49.3K
|
+408
|
+15%
|
|
|
1110
|
ICA Group Wealth Management
Denver,
Colorado
|
$382K
|
+$31.7K
|
+262
|
+9%
|
|
|
1111
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$382K
|
-$1.33K
|
-11
|
-0.3%
|
|
|
1112
|
Symphony Financial
Houston,
Texas
|
$381K
|
+$70.7K
|
+585
|
+23%
|
|
|
1113
|
Apella Capital
West Hartford,
Connecticut
|
$381K
|
+$102K
|
+844
|
+37%
|
|
|
1114
|
Aries Wealth Management
Portland,
Maine
|
$381K
|
–
|
–
|
–
|
|
|
1115
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$380K
|
-$81.6K
|
-675
|
-18%
|
|
|
1116
|
Integral Investment Advisors
Turlock,
California
|
$379K
|
–
|
–
|
–
|
|
|
1117
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$374K
|
-$6.04K
|
-50
|
-2%
|
|
|
1118
|
Western Wealth Management
Golden,
Colorado
|
$374K
|
+$604
|
+5
|
+0.2%
|
|
|
1119
|
Boston Research & Management
Manchester,
Massachusetts
|
$374K
|
–
|
–
|
–
|
|
|
1120
|
Longfellow Investment Management
Boston,
Massachusetts
|
$374K
|
+$130K
|
+1,072
|
+53%
|
|
|
1121
|
Left Brain Wealth Management
Naperville,
Illinois
|
$372K
|
–
|
–
|
–
|
|
|
1122
|
Martin Investment Management
Palm Beach Gardens,
Florida
|
$372K
|
–
|
–
|
–
|
|
|
1123
|
WFA Asset Management
Whitefish Bay,
Wisconsin
|
$371K
|
+$3.5K
|
+29
|
+1%
|
|
|
1124
|
First Trust Investment Solutions
Naples,
Florida
|
$369K
|
+$367K
|
+3,036
|
New
|
|
|
1125
|
BFSG LLC
Irvine,
California
|
$369K
|
-$67.3K
|
-557
|
-16%
|
|
