|
1051
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$592K
|
-$1K
|
-5
|
-0.2%
|
|
|
1052
|
Donaldson Capital Management
Evansville,
Indiana
|
$591K
|
–
|
–
|
–
|
|
|
1053
|
Pacific Excel Wealth Advisors
Walnut Creek,
California
|
$587K
|
+$205K
|
+1,024
|
+50%
|
|
|
1054
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$584K
|
-$65.1K
|
-325
|
-10%
|
|
|
1055
|
Anchor Investment Management
Columbia,
South Carolina
|
$583K
|
-$12K
|
-60
|
-2%
|
|
|
1056
|
Key Capital Management
Hendersonville, Tn 37075,
Tennessee
|
$575K
|
+$273K
|
+1,364
|
+83%
|
|
|
1057
|
Elevate Wealth Advisory
Athens,
Georgia
|
$571K
|
+$16.8K
|
+84
|
+3%
|
|
|
1058
|
Wealth Management Associates
Cherry Hill,
New Jersey
|
$571K
|
+$161K
|
+805
|
+37%
|
|
|
1059
|
Oath Planning
Tulsa,
Oklahoma
|
$569K
|
+$1.2K
|
+6
|
+0.2%
|
|
|
1060
|
Genesis Wealth Advisors
Braintree,
Massachusetts
|
$569K
|
–
|
–
|
–
|
|
|
1061
|
Tolleson Wealth Management
Dallas,
Texas
|
$567K
|
–
|
–
|
–
|
|
|
1062
|
Heritage Family Offices
Scottsdale,
Arizona
|
$563K
|
+$11.6K
|
+58
|
+2%
|
|
|
1063
|
Sunbelt Securities
Houston,
Texas
|
$562K
|
-$143K
|
-713
|
-20%
|
|
|
1064
|
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
|
$557K
|
+$145K
|
+723
|
+33%
|
|
|
1065
|
Opus Financial Solutions
Downers Grove,
Illinois
|
$553K
|
-$13.6K
|
-68
|
-2%
|
|
|
1066
|
Exchange Bank
Santa Rosa,
California
|
$553K
|
+$45.1K
|
+225
|
+8%
|
|
|
1067
|
Palatine Hill Wealth Management
Birmingham,
Michigan
|
$553K
|
–
|
–
|
–
|
|
|
1068
|
Capital Group Private Client Services
Los Angeles,
California
|
$549K
|
–
|
–
|
–
|
|
|
1069
|
SYM Financial Corp
Winona Lake,
Indiana
|
$546K
|
–
|
–
|
–
|
|
|
1070
|
First Financial Group
Raleigh,
North Carolina
|
$544K
|
+$200
|
+1
|
+0%
|
|
|
1071
|
International Private Wealth Advisors
San Diego,
California
|
$544K
|
-$24.9K
|
-124
|
-4%
|
|
|
1072
|
Curry Webb Wealth Management
Indianapolis,
Indiana
|
$543K
|
+$601
|
+3
|
+0.1%
|
|
|
1073
|
Elevation Wealth Management
Eden Prairie,
Minnesota
|
$542K
|
-$119K
|
-592
|
-17%
|
|
|
1074
|
Fort Point Capital Partners
San Francisco,
California
|
$542K
|
+$49.3K
|
+246
|
+10%
|
|
|
1075
|
IPG Investment Advisors
San Diego,
California
|
$541K
|
–
|
–
|
–
|
|
