|
1051
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
$1.87M
|
+$1.86M
|
+8,503
|
New
|
|
|
1052
|
Realta Investment Advisors
Wilmington,
Delaware
|
$1.86M
|
-$1.53K
|
-7
|
-0.1%
|
|
|
1053
|
M.E. Allison & Co
San Antonio,
Texas
|
$1.86M
|
-$47.8K
|
-219
|
-3%
|
|
|
1054
|
truNorth Financial Services
Chambersburg,
Pennsylvania
|
$1.86M
|
+$1.85M
|
+8,458
|
New
|
|
|
1055
|
Red Mountain Financial
Fort Collins,
Colorado
|
$1.86M
|
+$24.7K
|
+113
|
+1%
|
|
|
1056
|
United Services Automobile Association
San Antonio,
Texas
|
$1.85M
|
-$164K
|
-751
|
-8%
|
|
|
1057
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$1.85M
|
+$34.7K
|
+159
|
+2%
|
|
|
1058
|
AAFMAA Wealth Management & Trust
Fayetteville,
North Carolina
|
$1.84M
|
-$222K
|
-1,014
|
-11%
|
|
|
1059
|
Facet Wealth Inc
Baltimore,
Maryland
|
$1.84M
|
+$669K
|
+3,063
|
+59%
|
|
|
1060
|
Talisman Wealth Advisors
Mountainside,
New Jersey
|
$1.83M
|
-$95.3K
|
-436
|
-5%
|
|
|
1061
|
Impact Capital Partners
Greenwood Village,
Colorado
|
$1.83M
|
-$16.4K
|
-75
|
-0.9%
|
|
|
1062
|
CDKV Holdings
Denver,
Colorado
|
$1.82M
|
+$1.81M
|
+8,266
|
New
|
|
|
1063
|
Asempa Wealth Advisors
Baton Rouge,
Louisiana
|
$1.81M
|
+$1.8M
|
+8,223
|
New
|
|
|
1064
|
Chicago Capital
Chicago,
Illinois
|
$1.8M
|
-$164K
|
-752
|
-8%
|
|
|
1065
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$1.8M
|
–
|
–
|
–
|
|
|
1066
|
BNC Wealth Management
Beaverton,
Oregon
|
$1.8M
|
-$245K
|
-1,120
|
-12%
|
|
|
1067
|
Versant Capital Management
Phoenix,
Arizona
|
$1.8M
|
-$13.1K
|
-60
|
-0.7%
|
|
|
1068
|
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
|
$1.79M
|
+$932K
|
+4,267
|
+110%
|
|
|
1069
|
|
$1.79M
|
+$1.54M
|
+7,065
|
+662%
|
|
|
1070
|
Successful Portfolios
Clearwater,
Florida
|
$1.78M
|
+$49.6K
|
+227
|
+3%
|
|
|
1071
|
Madison Park Capital Advisors
Seattle,
Washington
|
$1.78M
|
-$10.9K
|
-50
|
-0.6%
|
|
|
1072
|
Hartmann Taylor Wealth Management
Dallas,
Texas
|
$1.78M
|
-$37.1K
|
-170
|
-2%
|
|
|
1073
|
WESCAP Management Group
Glendale,
California
|
$1.78M
|
–
|
–
|
–
|
|
|
1074
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$1.76M
|
-$70.4K
|
-322
|
-4%
|
|
|
1075
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$1.76M
|
+$16.8K
|
+77
|
+1%
|
|
