|
1301
|
Truepoint Inc
Cincinnati,
Ohio
|
$1.63M
|
+$758K
|
+2,952
|
+83%
|
|
|
1302
|
Portside Wealth Group
Provo,
Utah
|
$1.63M
|
+$239K
|
+932
|
+17%
|
|
|
1303
|
Lake Street Private Wealth
Chicago,
Illinois
|
$1.62M
|
+$7.19K
|
+28
|
+0.4%
|
|
|
1304
|
Profit Investment Management
North Bethesda,
Maryland
|
$1.62M
|
-$92K
|
-358
|
-5%
|
|
|
1305
|
Quest Investment Management
Lake Oswego,
Oregon
|
$1.62M
|
+$1.66M
|
+6,459
|
New
|
|
|
1306
|
Concentric Wealth Management
Lafayette,
California
|
$1.62M
|
+$64.2K
|
+250
|
+4%
|
|
|
1307
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$1.61M
|
+$186K
|
+726
|
+13%
|
|
|
1308
|
Triumph Capital Management
Denver,
Colorado
|
$1.61M
|
+$169K
|
+656
|
+11%
|
|
|
1309
|
Eudaimonia Partners
Winchester,
Tennessee
|
$1.61M
|
-$193K
|
-753
|
-10%
|
|
|
1310
|
SlateStone Wealth
Jupiter,
Florida
|
$1.61M
|
+$15.7K
|
+61
|
+1%
|
|
|
1311
|
Laffer Tengler Investments
Nashville,
Tennessee
|
$1.61M
|
-$214K
|
-834
|
-11%
|
|
|
1312
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$1.6M
|
+$162K
|
+630
|
+11%
|
|
|
1313
|
Synergy Financial Group
San Ramon,
California
|
$1.6M
|
-$6.68K
|
-26
|
-0.4%
|
|
|
1314
|
Verum Partners
Charlotte,
North Carolina
|
$1.6M
|
+$1.64M
|
+6,396
|
New
|
|
|
1315
|
Catalyst Financial Partners
Boston,
Massachusetts
|
$1.6M
|
+$313K
|
+1,220
|
+24%
|
|
|
1316
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$1.59M
|
+$38.3K
|
+149
|
+2%
|
|
|
1317
|
Avidian Wealth Enterprises
Houston,
Texas
|
$1.59M
|
+$135K
|
+524
|
+9%
|
|
|
1318
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$1.59M
|
+$8.22K
|
+32
|
+0.5%
|
|
|
1319
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$1.58M
|
-$310K
|
-1,205
|
-16%
|
|
|
1320
|
XML Financial
Bethesda,
Maryland
|
$1.58M
|
+$359K
|
+1,397
|
+28%
|
|
|
1321
|
Glenview Trust
Louisville,
Kentucky
|
$1.57M
|
+$29.5K
|
+115
|
+2%
|
|
|
1322
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$1.57M
|
+$507K
|
+1,972
|
+46%
|
|
|
1323
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$1.57M
|
+$90.9K
|
+354
|
+6%
|
|
|
1324
|
Masso Torrence Wealth Management
Marlton,
New Jersey
|
$1.56M
|
+$74K
|
+288
|
+5%
|
|
|
1325
|
CNB Bank
Clearfield,
Pennsylvania
|
$1.56M
|
+$79.4K
|
+309
|
+5%
|
|
