|
1351
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$935K
|
+$81.2K
|
+269
|
+8%
|
|
|
1352
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$931K
|
-$1.4M
|
-4,625
|
-57%
|
|
|
1353
|
Dana Investment Advisors
Waukesha,
Wisconsin
|
$927K
|
+$129K
|
+427
|
+14%
|
|
|
1354
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$926K
|
+$400K
|
+1,324
|
+62%
|
|
|
1355
|
Chevy Chase Trust
Bethesda,
Maryland
|
$925K
|
-$10.9K
|
-36
|
-1%
|
|
|
1356
|
Peak Financial Management
Wellesley,
Massachusetts
|
$918K
|
-$152K
|
-505
|
-13%
|
|
|
1357
|
Peregrine Asset Advisers
Portland,
Oregon
|
$918K
|
+$21.4K
|
+71
|
+2%
|
|
|
1358
|
McDonald Partners
Cleveland,
Ohio
|
$917K
|
-$164K
|
-542
|
-14%
|
|
|
1359
|
|
$913K
|
–
|
–
|
–
|
|
|
1360
|
Montag & Associates
Atlanta,
Georgia
|
$911K
|
+$369K
|
+1,223
|
+56%
|
|
|
1361
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$908K
|
+$905
|
+3
|
+0.1%
|
|
|
1362
|
Tucker Asset Management
Littleton,
Colorado
|
$907K
|
+$362K
|
+1,199
|
+58%
|
|
|
1363
|
Clarus Wealth Advisors
Peoria,
Arizona
|
$904K
|
+$1.02M
|
+3,394
|
New
|
|
|
1364
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$903K
|
+$215K
|
+711
|
+27%
|
|
|
1365
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$901K
|
+$42.6K
|
+141
|
+4%
|
|
|
1366
|
Selective Wealth Management
Forest,
Virginia
|
$891K
|
+$158K
|
+523
|
+19%
|
|
|
1367
|
Girard Partners
King Of Prussia,
Pennsylvania
|
$891K
|
+$317K
|
+1,049
|
+46%
|
|
|
1368
|
Raab & Moskowitz Asset Management
Chatham,
New Jersey
|
$890K
|
–
|
–
|
–
|
|
|
1369
|
XML Financial
Bethesda,
Maryland
|
$890K
|
+$5.73K
|
+19
|
+0.6%
|
|
|
1370
|
NorthCrest Asset Manangement
Plymouth,
Minnesota
|
$887K
|
-$23.8K
|
-79
|
-2%
|
|
|
1371
|
First American Trust
Santa Ana,
California
|
$887K
|
+$1M
|
+3,318
|
New
|
|
|
1372
|
Wolff Financial Management
Kalamazoo,
Michigan
|
$886K
|
–
|
–
|
–
|
|
|
1373
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$886K
|
+$63.1K
|
+209
|
+7%
|
|
|
1374
|
Romano Brothers & Co
Evanston,
Illinois
|
$886K
|
+$1M
|
+3,314
|
New
|
|
|
1375
|
Sage Capital Advisors
Sioux Falls,
South Dakota
|
$878K
|
-$759K
|
-2,515
|
-43%
|
|
