|
476
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
$1.1M
|
–
|
–
|
–
|
|
|
477
|
True North Advisors
Dallas,
Texas
|
$1.09M
|
+$27.8K
|
+1,414
|
+3%
|
|
|
478
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$1.09M
|
+$17.1K
|
+872
|
+2%
|
|
|
479
|
Kiley Juergens Wealth Management
Olympia,
Washington
|
$1.09M
|
+$56.9K
|
+2,900
|
+5%
|
|
|
480
|
Curtis Advisory Group
Santa Barbara,
California
|
$1.09M
|
-$1.05M
|
-53,704
|
-49%
|
|
|
481
|
Wilson & Boucher Capital Management
Moraga,
California
|
$1.08M
|
+$1.09M
|
+55,560
|
New
|
|
|
482
|
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
|
$1.08M
|
+$4.08K
|
+208
|
+0.4%
|
|
|
483
|
Kaizen Financial Strategies
Campbell,
California
|
$1.08M
|
+$29.5K
|
+1,504
|
+3%
|
|
|
484
|
Bowling Portfolio Management
Cincinnati,
Ohio
|
$1.07M
|
-$66.4K
|
-3,384
|
-6%
|
|
|
485
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$1.07M
|
+$30.7K
|
+1,562
|
+3%
|
|
|
486
|
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
|
$1.06M
|
+$8.56K
|
+436
|
+0.8%
|
|
|
487
|
Apella Capital
West Hartford,
Connecticut
|
$1.06M
|
-$13.8K
|
-704
|
-1%
|
|
|
488
|
Strategic Family Wealth Counselors
Fairfield,
New Jersey
|
$1.05M
|
+$29.2K
|
+1,486
|
+3%
|
|
|
489
|
Fisher Asset Management
Camas,
Washington
|
$1.05M
|
+$374K
|
+19,052
|
+54%
|
|
|
490
|
Geode Capital Management
Boston,
Massachusetts
|
$1.03M
|
–
|
–
|
–
|
|
|
491
|
Stifel Financial
St. Louis,
Missouri
|
$1.03M
|
-$38.3K
|
-1,952
|
-4%
|
|
|
492
|
Burton Enright Welch
Walnut Creek,
California
|
$1.02M
|
+$1.03M
|
+52,714
|
New
|
|
|
493
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$1.02M
|
-$88K
|
-4,482
|
-8%
|
|
|
494
|
Wealth Management Resources
Smithfield,
Rhode Island
|
$1.01M
|
+$1.02M
|
+52,160
|
New
|
|
|
495
|
Fiduciary Group
Savannah,
Georgia
|
$1.01M
|
-$9.27K
|
-472
|
-0.9%
|
|
|
496
|
Twele Capital Management
Minnetonka,
Minnesota
|
$1M
|
+$20.9K
|
+1,066
|
+2%
|
|
|
497
|
Truist Financial
Charlotte,
North Carolina
|
$990K
|
+$25.4K
|
+1,296
|
+3%
|
|
|
498
|
Journey Advisory Group
Covington,
Kentucky
|
$989K
|
+$8.88K
|
+452
|
+0.9%
|
|
|
499
|
Nelson Capital Management
Menlo Park,
California
|
$981K
|
+$1.41K
|
+72
|
+0.1%
|
|
|
500
|
Kearns & Associates
Palos Verdes Estates,
California
|
$981K
|
+$991K
|
+50,496
|
New
|
|
