|
1301
|
McLean Asset Management
Tysons,
Virginia
|
$1.06M
|
+$10.1K
|
+65
|
+1%
|
|
|
1302
|
Personal CFO Solutions
Chester,
New Jersey
|
$1.06M
|
-$113K
|
-728
|
-11%
|
|
|
1303
|
West Family Investments
Carlsbad,
California
|
$1.05M
|
+$381K
|
+2,450
|
+66%
|
|
|
1304
|
|
$1.05M
|
-$246K
|
-1,583
|
-20%
|
|
|
1305
|
JMN Financial
New Albany,
Ohio
|
$1.05M
|
+$954K
|
+6,133
|
New
|
|
|
1306
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$1.05M
|
+$22.2K
|
+143
|
+2%
|
|
|
1307
|
Fayez Sarofim & Co
Houston,
Texas
|
$1.05M
|
-$1.82M
|
-11,700
|
-66%
|
|
|
1308
|
Centennial Bank
Conway,
Arkansas
|
$1.05M
|
-$952K
|
-6,120
|
-50%
|
|
|
1309
|
Sun Financial
Midvale,
Utah
|
$1.04M
|
+$948K
|
+6,098
|
New
|
|
|
1310
|
American National Bank & Trust
Wichita Falls,
Texas
|
$1.03M
|
+$207K
|
+1,328
|
+28%
|
|
|
1311
|
Legacy Edge Advisors
Syosset,
New York
|
$1.03M
|
-$28.8K
|
-185
|
-3%
|
|
|
1312
|
Kingdom Financial Group
Peoria,
Arizona
|
$1.03M
|
+$933K
|
+6,001
|
New
|
|
|
1313
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$1.03M
|
+$69.4K
|
+446
|
+8%
|
|
|
1314
|
Legal Advantage Investments
Los Altos Hills,
California
|
$1.02M
|
-$156
|
-1
|
-0%
|
|
|
1315
|
Watershed Private Wealth
Oak Brook,
Illinois
|
$1.02M
|
+$22.1K
|
+142
|
+2%
|
|
|
1316
|
Avidian Wealth Enterprises
Houston,
Texas
|
$1.01M
|
+$24.6K
|
+158
|
+3%
|
|
|
1317
|
Everett Harris & Co
Los Angeles,
California
|
$1.01M
|
–
|
–
|
–
|
|
|
1318
|
Quotient Wealth Partners
Dallas,
Texas
|
$1M
|
+$26.4K
|
+170
|
+3%
|
|
|
1319
|
Sustainable Insight Capital Management
New York
|
$1M
|
-$25.4M
|
-163,615
|
-97%
|
|
|
1320
|
VeraBank
Henderson,
Texas
|
$999K
|
–
|
–
|
–
|
|
|
1321
|
Aprio Wealth Management
Atlanta,
Georgia
|
$999K
|
+$369K
|
+2,372
|
+79%
|
|
|
1322
|
Strategic Blueprint
Atlanta,
Georgia
|
$995K
|
-$172K
|
-1,105
|
-16%
|
|
|
1323
|
Prosperity Financial Group
San Ramon,
California
|
$992K
|
+$129K
|
+827
|
+17%
|
|
|
1324
|
Cove Private Wealth
Oyster Bay Cove,
New York
|
$986K
|
–
|
–
|
–
|
|
|
1325
|
Portside Wealth Group
Provo,
Utah
|
$985K
|
+$105K
|
+677
|
+13%
|
|
