|
1001
|
D.L. Carlson Investment Group
Concord,
New Hampshire
|
$599K
|
-$11.2K
|
-73
|
-2%
|
|
|
1002
|
Willow Creek Wealth Management
Sebastopol,
California
|
$596K
|
–
|
–
|
–
|
|
|
1003
|
Boltwood Capital Management
Walnut Creek,
California
|
$595K
|
–
|
–
|
–
|
|
|
1004
|
Intrust Bank
Wichita,
Kansas
|
$584K
|
–
|
–
|
–
|
|
|
1005
|
First Personal Financial Services
Charlotte,
North Carolina
|
$582K
|
–
|
–
|
–
|
|
|
1006
|
Bridges Investment Management
Omaha,
Nebraska
|
$574K
|
+$173K
|
+1,125
|
+44%
|
|
|
1007
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$570K
|
–
|
–
|
–
|
|
|
1008
|
Indie Asset Partners
Carmel,
Indiana
|
$569K
|
-$13K
|
-85
|
-2%
|
|
|
1009
|
Capital Planning
Bellevue,
Washington
|
$569K
|
+$157K
|
+1,021
|
+38%
|
|
|
1010
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$569K
|
+$564K
|
+3,677
|
New
|
|
|
1011
|
Gemmer Asset Management
Walnut Creek,
California
|
$565K
|
–
|
–
|
–
|
|
|
1012
|
1776 Wealth
Atlanta,
Georgia
|
$563K
|
–
|
–
|
–
|
|
|
1013
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$562K
|
–
|
–
|
–
|
|
|
1014
|
Argent Trust Co
Nashville,
Tennessee
|
$562K
|
+$2.61K
|
+17
|
+0.5%
|
|
|
1015
|
Disciplined Investments
Tulsa,
Oklahoma
|
$560K
|
+$153
|
+1
|
+0%
|
|
|
1016
|
Covenant Asset Management
Chester,
New Jersey
|
$557K
|
–
|
–
|
–
|
|
|
1017
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$556K
|
–
|
–
|
–
|
|
|
1018
|
Raub Brock Capital Management
Larkspur,
California
|
$554K
|
-$64.6K
|
-421
|
-11%
|
|
|
1019
|
Soundmark Wealth Management
Kirkland,
Washington
|
$553K
|
+$63.5K
|
+414
|
+13%
|
|
|
1020
|
Comerica Bank
Dallas,
Texas
|
$552K
|
+$89.9K
|
+586
|
+21%
|
|
|
1021
|
Rollins Financial
Atlanta,
Georgia
|
$549K
|
-$32.2K
|
-210
|
-6%
|
|
|
1022
|
Avity Investment Management
Greenwich,
Connecticut
|
$549K
|
+$111K
|
+725
|
+26%
|
|
|
1023
|
Matrix Asset Advisors
White Plains,
New York
|
$547K
|
+$143K
|
+929
|
+36%
|
|
|
1024
|
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
|
$542K
|
–
|
–
|
–
|
|
|
1025
|
BCS Wealth Management
Johnson City,
Tennessee
|
$542K
|
+$12.3K
|
+80
|
+2%
|
|
