|
1301
|
Monterey Private Wealth
Monterey,
California
|
$353K
|
–
|
–
|
–
|
|
|
1302
|
Cerro Pacific Wealth Advisors
San Luis Obispo,
California
|
$353K
|
–
|
–
|
–
|
|
|
1303
|
First Business Financial Services
Madison,
Wisconsin
|
$353K
|
+$4K
|
+30
|
+1%
|
|
|
1304
|
Horizon Investment Services
Hammond,
Indiana
|
$349K
|
–
|
–
|
–
|
|
|
1305
|
ABLE Financial Group
Scottsdale,
Arizona
|
$349K
|
-$5.07K
|
-38
|
-1%
|
|
|
1306
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$349K
|
+$11.5K
|
+86
|
+3%
|
|
|
1307
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$349K
|
-$36.8K
|
-276
|
-9%
|
|
|
1308
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$348K
|
+$5.47K
|
+41
|
+1%
|
|
|
1309
|
Seldon Capital
San Francisco,
California
|
$346K
|
–
|
–
|
–
|
|
|
1310
|
Wealth Architects
Mountain View,
California
|
$345K
|
–
|
–
|
–
|
|
|
1311
|
Northwest Financial Advisors
Herndon,
Virginia
|
$344K
|
-$1.87K
|
-14
|
-0.5%
|
|
|
1312
|
Sonora Investment Management Group
Tucson,
Arizona
|
$341K
|
+$382K
|
+2,864
|
New
|
|
|
1313
|
44 Wealth Management
Eugene,
Oregon
|
$341K
|
+$393K
|
+2,944
|
New
|
|
|
1314
|
Breakwater Capital Group
Paramus,
New Jersey
|
$340K
|
+$32.3K
|
+242
|
+9%
|
|
|
1315
|
Diversified Trust
Memphis,
Tennessee
|
$339K
|
+$7.07K
|
+53
|
+2%
|
|
|
1316
|
Texas Capital Bancshares
Dallas,
Texas
|
$339K
|
+$11.5K
|
+86
|
+3%
|
|
|
1317
|
GM Advisory Group
Melville,
New York
|
$337K
|
+$378K
|
+2,833
|
New
|
|
|
1318
|
Linden Thomas Advisory Services
Charlotte,
North Carolina
|
$337K
|
+$75.5K
|
+566
|
+25%
|
|
|
1319
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$334K
|
-$30K
|
-225
|
-7%
|
|
|
1320
|
JGP Wealth Management
Bend,
Oregon
|
$334K
|
+$58.5K
|
+439
|
+19%
|
|
|
1321
|
Verity & Verity
Beaufort,
South Carolina
|
$332K
|
-$93.4K
|
-700
|
-20%
|
|
|
1322
|
Allen Wealth Management
Boone,
North Carolina
|
$332K
|
-$40K
|
-300
|
-10%
|
|
|
1323
|
D.L. Carlson Investment Group
Concord,
New Hampshire
|
$331K
|
+$62.1K
|
+466
|
+20%
|
|
|
1324
|
NWAM LLC
Mercer Island,
Washington
|
$330K
|
+$370K
|
+2,773
|
New
|
|
|
1325
|
Safeguard Financial
Minocqua,
Wisconsin
|
$330K
|
+$369K
|
+2,770
|
New
|
|
