|
1201
|
Investment Management Trust
Fitchburg,
Massachusetts
|
$389K
|
+$407K
|
+2,030
|
New
|
|
|
1202
|
Waterway Wealth Management
The Woodlands,
Texas
|
$386K
|
–
|
–
|
–
|
|
|
1203
|
|
$385K
|
+$186K
|
+930
|
+86%
|
|
|
1204
|
Provident Wealth Management
Brentwood,
Tennessee
|
$384K
|
–
|
–
|
–
|
|
|
1205
|
Strategy Asset Managers
Pasadena,
California
|
$381K
|
-$222K
|
-1,107
|
-36%
|
|
|
1206
|
Whalerock Point Partners
Providence,
Rhode Island
|
$379K
|
–
|
–
|
–
|
|
|
1207
|
Koshinski Asset Management
Decatur,
Illinois
|
$376K
|
+$19.8K
|
+99
|
+5%
|
|
|
1208
|
OakTrust Wealth Advisors
Wilton,
Connecticut
|
$376K
|
+$802
|
+4
|
+0.2%
|
|
|
1209
|
Mosaic Financial Group
Chicago,
Illinois
|
$376K
|
–
|
–
|
–
|
|
|
1210
|
American National Bank & Trust
Wichita Falls,
Texas
|
$376K
|
–
|
–
|
–
|
|
|
1211
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$373K
|
+$63.1K
|
+315
|
+19%
|
|
|
1212
|
Clarity Financial
Houston,
Texas
|
$369K
|
+$38.1K
|
+190
|
+11%
|
|
|
1213
|
CWS Financial Advisors
Kalamazoo,
Michigan
|
$368K
|
–
|
–
|
–
|
|
|
1214
|
Channel Wealth
Santa Barbara,
California
|
$368K
|
+$71.6K
|
+357
|
+23%
|
|
|
1215
|
Catalyst Financial Partners
Boston,
Massachusetts
|
$368K
|
+$76.8K
|
+383
|
+25%
|
|
|
1216
|
Napier Financial
Braintree,
Massachusetts
|
$368K
|
+$384K
|
+1,916
|
New
|
|
|
1217
|
LifeGoal Wealth Advisors
Saratoga Springs,
New York
|
$367K
|
+$4.01K
|
+20
|
+1%
|
|
|
1218
|
Alvarez & Marsal Private Wealth Partners
West Palm Beach,
Florida
|
$366K
|
–
|
–
|
–
|
|
|
1219
|
NorthStar Asset Management (Massachusetts)
Boston,
Massachusetts
|
$364K
|
–
|
–
|
–
|
|
|
1220
|
Bullock Wealth Management
Bloomington,
Indiana
|
$363K
|
–
|
–
|
–
|
|
|
1221
|
Fulcrum Equity Management
Plano,
Texas
|
$362K
|
–
|
–
|
–
|
|
|
1222
|
Coastal Bridge Advisors
Westport,
Connecticut
|
$362K
|
+$146K
|
+729
|
+63%
|
|
|
1223
|
Adamsbrown Wealth Consultants
Wichita,
Kansas
|
$361K
|
+$401
|
+2
|
+0.1%
|
|
|
1224
|
Frederick Financial Consultants
Frederick,
Maryland
|
$359K
|
+$10.4K
|
+52
|
+3%
|
|
|
1225
|
Payne Capital
Lake Oswego,
Oregon
|
$358K
|
+$374K
|
+1,867
|
New
|
|
