|
1201
|
Monterey Private Wealth
Monterey,
California
|
$248K
|
+$222K
|
+1,197
|
New
|
|
|
1202
|
Journey Strategic Wealth
Summit,
New Jersey
|
$247K
|
+$222K
|
+1,194
|
New
|
|
|
1203
|
Atlas Brown
Louisville,
Kentucky
|
$245K
|
+$220K
|
+1,187
|
New
|
|
|
1204
|
Alera Investment Advisors
Deerfield,
Illinois
|
$245K
|
+$220K
|
+1,185
|
New
|
|
|
1205
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
$245K
|
+$220K
|
+1,185
|
New
|
|
|
1206
|
Livforsakringsbolaget Skandia
Stockholm,
Sweden
|
$245K
|
–
|
–
|
–
|
|
|
1207
|
Jones Financial Companies
Des Peres,
Missouri
|
$245K
|
+$8.35K
|
+45
|
+4%
|
|
|
1208
|
Klingenstein Fields & Co
New York
|
$244K
|
+$219K
|
+1,180
|
New
|
|
|
1209
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$244K
|
+$219K
|
+1,180
|
New
|
|
|
1210
|
Jackson Creek Investment Advisors
Castle Rock,
Colorado
|
$244K
|
+$219K
|
+1,181
|
New
|
|
|
1211
|
Principal Street Partners
Memphis,
Tennessee
|
$243K
|
+$209K
|
+1,127
|
New
|
|
|
1212
|
LMG Wealth Partners
Shreveport,
Louisiana
|
$243K
|
+$218K
|
+1,174
|
New
|
|
|
1213
|
Trust Investment Advisors
Indianapolis,
Indiana
|
$242K
|
+$217K
|
+1,168
|
New
|
|
|
1214
|
Wealth Architects
Mountain View,
California
|
$241K
|
+$216K
|
+1,165
|
New
|
|
|
1215
|
BSW Wealth Partners
Boulder,
Colorado
|
$239K
|
-$106K
|
-569
|
-33%
|
|
|
1216
|
Pavion Blue Capital
Newport Beach,
California
|
$237K
|
+$212K
|
+1,145
|
New
|
|
|
1217
|
Plancorp LLC
Saint Louis,
Missouri
|
$237K
|
+$212K
|
+1,145
|
New
|
|
|
1218
|
RWA Wealth Partners
Newton,
Massachusetts
|
$237K
|
+$212K
|
+1,144
|
New
|
|
|
1219
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$236K
|
+$211K
|
+1,139
|
New
|
|
|
1220
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$235K
|
+$211K
|
+1,138
|
New
|
|
|
1221
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$235K
|
+$210K
|
+1,134
|
New
|
|
|
1222
|
Chesapeake Wealth Management
Williamsburg,
Virginia
|
$233K
|
+$209K
|
+1,128
|
New
|
|
|
1223
|
Sentinel Trust
Houston,
Texas
|
$232K
|
+$208K
|
+1,121
|
New
|
|
|
1224
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$232K
|
+$201K
|
+1,083
|
New
|
|
|
1225
|
Nixon Peabody Trust
Boston,
Massachusetts
|
$230K
|
+$206K
|
+1,110
|
New
|
|
