|
1301
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$750K
|
+$740K
|
+16,612
|
New
|
|
|
1302
|
|
$749K
|
+$126K
|
+2,834
|
+21%
|
|
|
1303
|
Clearstead Trust
Portland,
Maine
|
$747K
|
+$490
|
+11
|
+0.1%
|
|
|
1304
|
NorthCrest Asset Manangement
Plymouth,
Minnesota
|
$744K
|
+$734K
|
+16,476
|
New
|
|
|
1305
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
$743K
|
-$34.1K
|
-766
|
-4%
|
|
|
1306
|
Catalyst Financial Partners
Boston,
Massachusetts
|
$735K
|
-$999K
|
-22,417
|
-58%
|
|
|
1307
|
Source Financial Advisors
New York
|
$730K
|
-$15.6K
|
-351
|
-2%
|
|
|
1308
|
New Millennium Group
Sandy,
Utah
|
$729K
|
-$20.4K
|
-458
|
-3%
|
|
|
1309
|
Spinnaker Investment Group
Newport Beach,
California
|
$729K
|
-$53.1K
|
-1,192
|
-7%
|
|
|
1310
|
Allie Family Office
Miami,
Florida
|
$725K
|
+$382K
|
+8,575
|
+115%
|
|
|
1311
|
Abbot Financial Management
Andover,
Massachusetts
|
$721K
|
+$20K
|
+450
|
+3%
|
|
|
1312
|
Arkos Global Advisors
Houston,
Texas
|
$717K
|
-$46.9K
|
-1,052
|
-6%
|
|
|
1313
|
Main Management
San Francisco,
California
|
$716K
|
-$17.2K
|
-387
|
-2%
|
|
|
1314
|
Glassman Wealth Services
Vienna,
Virginia
|
$716K
|
+$5.21K
|
+117
|
+0.7%
|
|
|
1315
|
Graypoint LLC
Albany,
New York
|
$713K
|
-$11K
|
-246
|
-2%
|
|
|
1316
|
Cassady Schiller Wealth Management
Cincinnati,
Ohio
|
$711K
|
+$595K
|
+13,360
|
+559%
|
|
|
1317
|
Tufton Capital Management
Hunt Valley,
Maryland
|
$711K
|
–
|
–
|
–
|
|
|
1318
|
Romano Brothers & Co
Evanston,
Illinois
|
$706K
|
–
|
–
|
–
|
|
|
1319
|
Mills Wealth Advisors
Southlake,
Texas
|
$706K
|
-$141K
|
-3,167
|
-17%
|
|
|
1320
|
Krilogy Financial
St. Louis,
Missouri
|
$705K
|
+$1.2K
|
+27
|
+0.2%
|
|
|
1321
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
$704K
|
+$166K
|
+3,728
|
+31%
|
|
|
1322
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$703K
|
–
|
–
|
–
|
|
|
1323
|
Financial Perspectives
Minneapolis,
Minnesota
|
$703K
|
–
|
–
|
–
|
|
|
1324
|
Round Rock Advisors
Wilton,
Connecticut
|
$702K
|
-$3.03K
|
-68
|
-0.4%
|
|
|
1325
|
Bath Savings Trust
Bath,
Maine
|
$702K
|
+$55.7K
|
+1,250
|
+9%
|
|
