|
1176
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$572K
|
+$166K
|
+1,005
|
+43%
|
|
|
1177
|
D.L. Carlson Investment Group
Concord,
New Hampshire
|
$571K
|
-$86.7K
|
-526
|
-14%
|
|
|
1178
|
Legacy Financial Advisors
Covington,
Kentucky
|
$570K
|
+$91K
|
+552
|
+20%
|
|
|
1179
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$569K
|
+$206K
|
+1,251
|
+61%
|
|
|
1180
|
Scott Capital Advisors
Portland,
Oregon
|
$568K
|
+$545K
|
+3,307
|
New
|
|
|
1181
|
Perennial Investment Advisors
Los Angeles,
California
|
$567K
|
+$151K
|
+917
|
+38%
|
|
|
1182
|
Chevy Chase Trust
Bethesda,
Maryland
|
$566K
|
-$366K
|
-2,223
|
-40%
|
|
|
1183
|
RVW Wealth
Los Angeles,
California
|
$565K
|
–
|
–
|
–
|
|
|
1184
|
Agate Pass Investment Management
Bainbridge Island,
Washington
|
$565K
|
+$542K
|
+3,291
|
New
|
|
|
1185
|
Gratus Capital
Atlanta,
Georgia
|
$564K
|
+$14.3K
|
+87
|
+3%
|
|
|
1186
|
Trust Company of Oklahoma
Tulsa,
Oklahoma
|
$562K
|
–
|
–
|
–
|
|
|
1187
|
Summit Financial Group
Moorefield,
West Virginia
|
$562K
|
+$136K
|
+825
|
+34%
|
|
|
1188
|
Thompson Davis & Co
Richmond,
Virginia
|
$560K
|
+$538K
|
+3,261
|
New
|
|
|
1189
|
New Legacy Group
New York
|
$557K
|
+$535K
|
+3,246
|
New
|
|
|
1190
|
Peak Asset Management
Louisville,
Colorado
|
$556K
|
–
|
–
|
–
|
|
|
1191
|
InterOcean Capital Group
Nashville,
Tennessee
|
$556K
|
+$165
|
+1
|
+0%
|
|
|
1192
|
Crew Capital Management
Cincinnati,
Ohio
|
$555K
|
+$532K
|
+3,230
|
New
|
|
|
1193
|
Compass Advisory Group
Melville,
New York
|
$551K
|
-$10.2M
|
-61,585
|
-95%
|
|
|
1194
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$550K
|
+$3.63K
|
+22
|
+0.7%
|
|
|
1195
|
O'Brien Greene & Co
Media,
Pennsylvania
|
$548K
|
+$494
|
+3
|
+0.1%
|
|
|
1196
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$547K
|
-$4.95K
|
-30
|
-0.9%
|
|
|
1197
|
FirstPurpose Wealth
Orem,
Utah
|
$547K
|
+$525K
|
+3,184
|
New
|
|
|
1198
|
Truepoint Inc
Cincinnati,
Ohio
|
$544K
|
+$119K
|
+720
|
+29%
|
|
|
1199
|
Schrum Private Wealth Management
St. Augustine,
Florida
|
$544K
|
+$521K
|
+3,158
|
New
|
|
|
1200
|
Madison Wealth Partners
Madison,
Wisconsin
|
$538K
|
+$22.3K
|
+135
|
+5%
|
|
