|
601
|
Stockman Wealth Management
Billings,
Montana
|
$549K
|
-$26.5K
|
-640
|
-4%
|
|
|
602
|
Paulson Wealth Management
Wheaton,
Illinois
|
$540K
|
-$68.2K
|
-1,648
|
-10%
|
|
|
603
|
Global Financial Private Client
Sarasota,
Florida
|
$539K
|
-$8.94K
|
-216
|
-1%
|
|
|
604
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$539K
|
+$112K
|
+2,716
|
+20%
|
|
|
605
|
Rockland Trust
Hanover,
Massachusetts
|
$534K
|
+$23.2K
|
+560
|
+4%
|
|
|
606
|
LeJeune Puetz Investment Counsel
Traverse City,
Michigan
|
$534K
|
+$100K
|
+2,420
|
+18%
|
|
|
607
|
Newport Wealth Strategies
Irvine,
California
|
$533K
|
-$216K
|
-5,212
|
-26%
|
|
|
608
|
Choreo LLC
Rockford,
Illinois
|
$533K
|
+$157K
|
+3,784
|
+30%
|
|
|
609
|
Legacy Private Trust
Neenah,
Wisconsin
|
$527K
|
–
|
–
|
–
|
|
|
610
|
Conservest Capital Advisors
Wynnewood,
Pennsylvania
|
$522K
|
+$212K
|
+5,120
|
+48%
|
|
|
611
|
Strategic Wealth Partners Group
Deerfield,
Illinois
|
$522K
|
+$232K
|
+5,612
|
+55%
|
|
|
612
|
Benchmark Wealth Management
Old Lyme,
Connecticut
|
$521K
|
–
|
–
|
–
|
|
|
613
|
Covenant Multifamily Offices
San Antonio,
Texas
|
$516K
|
-$870K
|
-21,020
|
-52%
|
|
|
614
|
Birch Hill Investment Advisors
Boston,
Massachusetts
|
$508K
|
–
|
–
|
–
|
|
|
615
|
Sonata Capital Group
Seattle,
Washington
|
$507K
|
-$331K
|
-8,000
|
-34%
|
|
|
616
|
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
|
$502K
|
+$11.1K
|
+268
|
+2%
|
|
|
617
|
KFA Private Wealth Group
Tysons,
Virginia
|
$501K
|
+$332K
|
+8,024
|
+111%
|
|
|
618
|
One Wealth Advisors
San Francisco,
California
|
$501K
|
+$631K
|
+15,236
|
New
|
|
|
619
|
Oxbow Advisors
Austin,
Texas
|
$500K
|
–
|
–
|
–
|
|
|
620
|
CIBC World Market
Toronto,
Ontario, Canada
|
$500K
|
+$61.1K
|
+1,476
|
+11%
|
|
|
621
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$492K
|
-$26.8K
|
-648
|
-4%
|
|
|
622
|
Marotta Asset Management
Charlottesville,
Virginia
|
$490K
|
–
|
–
|
–
|
|
|
623
|
Stewardship Financial Advisors
Stockbridge,
Georgia
|
$490K
|
-$3.31K
|
-80
|
-0.5%
|
|
|
624
|
Trellis Advisors
Ellensburg,
Washington
|
$488K
|
–
|
–
|
–
|
|
|
625
|
Sullivan, Bruyette, Speros & Blaney
Mclean,
Virginia
|
$484K
|
+$609K
|
+14,700
|
New
|
|
