|
1201
|
Wells Financial Advisors
Framingham,
Massachusetts
|
$1.08M
|
–
|
–
|
–
|
|
|
1202
|
Towerpoint Wealth
Sacramento,
California
|
$1.08M
|
+$37.8K
|
+195
|
+4%
|
|
|
1203
|
Orser Capital Management
Southlake,
Texas
|
$1.08M
|
+$1.02M
|
+5,285
|
New
|
|
|
1204
|
O'Rourke & Company
Boston,
Massachusetts
|
$1.08M
|
–
|
–
|
–
|
|
|
1205
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$1.08M
|
+$193K
|
+998
|
+23%
|
|
|
1206
|
Union Savings Bank
Litchfield,
Connecticut
|
$1.08M
|
–
|
–
|
–
|
|
|
1207
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$1.07M
|
-$17.4K
|
-90
|
-2%
|
|
|
1208
|
Parr McKnight Wealth Management Group
Minneapolis,
Minnesota
|
$1.07M
|
-$34.5K
|
-178
|
-3%
|
|
|
1209
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$1.06M
|
–
|
–
|
–
|
|
|
1210
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$1.06M
|
–
|
–
|
–
|
|
|
1211
|
National Wealth Management Group
Cincinnati,
Ohio
|
$1.06M
|
+$166K
|
+856
|
+20%
|
|
|
1212
|
Strategic Financial Services
Utica,
New York
|
$1.06M
|
-$59.9K
|
-309
|
-6%
|
|
|
1213
|
Accredited Investors
Edina,
Minnesota
|
$1.05M
|
-$48.3K
|
-249
|
-5%
|
|
|
1214
|
Eagle Strategies
New York
|
$1.05M
|
-$4.46K
|
-23
|
-0.4%
|
|
|
1215
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$1.05M
|
-$421K
|
-2,170
|
-30%
|
|
|
1216
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
$1.05M
|
+$81.6K
|
+421
|
+9%
|
|
|
1217
|
Schrum Private Wealth Management
St. Augustine,
Florida
|
$1.05M
|
+$142K
|
+733
|
+17%
|
|
|
1218
|
Medallion Wealth Advisors
Farmington,
Connecticut
|
$1.04M
|
-$49.6K
|
-256
|
-5%
|
|
|
1219
|
Turn8 Private Wealth
Pointe Claire,
|
$1.04M
|
-$648K
|
-3,342
|
-40%
|
|
|
1220
|
Jag Capital Management
St Louis,
Missouri
|
$1.04M
|
–
|
–
|
–
|
|
|
1221
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$1.04M
|
+$248K
|
+1,279
|
+34%
|
|
|
1222
|
Brown Miller Wealth Management
Mclean,
Virginia
|
$1.04M
|
+$11.4K
|
+59
|
+1%
|
|
|
1223
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$1.03M
|
–
|
–
|
–
|
|
|
1224
|
Financial Advocates Investment Management
Olympia,
Washington
|
$1.03M
|
-$6.34M
|
-32,717
|
-87%
|
|
|
1225
|
Northwest Wealth Management
Spencer,
Iowa
|
$1.03M
|
-$16.3K
|
-84
|
-2%
|
|
