|
1201
|
First County Bank
Stamford,
Connecticut
|
$363K
|
+$363K
|
+7,124
|
New
|
|
|
1202
|
Wayfinding Financial
Lynnwood,
Washington
|
$362K
|
–
|
–
|
–
|
|
|
1203
|
Traverso Chambers Private Wealth Management
Santa Rosa,
California
|
$359K
|
–
|
–
|
–
|
|
|
1204
|
Fisher Asset Management
Camas,
Washington
|
$359K
|
+$121K
|
+2,384
|
+51%
|
|
|
1205
|
Parsec Financial Management
Asheville,
North Carolina
|
$359K
|
+$2.04K
|
+40
|
+0.6%
|
|
|
1206
|
Raffa Wealth Management
Washington,
District of Columbia
|
$359K
|
+$2.04K
|
+40
|
+0.6%
|
|
|
1207
|
Logan Capital Management
Newtown Square,
Pennsylvania
|
$358K
|
-$12K
|
-236
|
-3%
|
|
|
1208
|
Silvercrest Asset Management
New York
|
$357K
|
–
|
–
|
–
|
|
|
1209
|
Silverlake Wealth Management
Williston,
Vermont
|
$354K
|
-$30K
|
-588
|
-8%
|
|
|
1210
|
True Capital Management
San Francisco,
California
|
$353K
|
+$353K
|
+6,928
|
New
|
|
|
1211
|
Clear Creek Financial Management
Silverdale,
Washington
|
$352K
|
-$35.7K
|
-700
|
-9%
|
|
|
1212
|
Naples Global Advisors
Naples,
Florida
|
$352K
|
–
|
–
|
–
|
|
|
1213
|
Chevy Chase Trust
Bethesda,
Maryland
|
$350K
|
+$350K
|
+6,876
|
New
|
|
|
1214
|
The Family Firm
Bethesda,
Maryland
|
$349K
|
+$22K
|
+432
|
+7%
|
|
|
1215
|
Ellsworth Advisors
Hudson,
Ohio
|
$348K
|
–
|
–
|
–
|
|
|
1216
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$348K
|
+$20.2K
|
+396
|
+6%
|
|
|
1217
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$341K
|
-$6.32K
|
-124
|
-2%
|
|
|
1218
|
Industrial Alliance Investment Management
Quebec,
Quebec, Canada
|
$341K
|
-$103K
|
-2,028
|
-23%
|
|
|
1219
|
Tower View Wealth Management
Shorewood,
Wisconsin
|
$341K
|
+$1.83K
|
+36
|
+0.5%
|
|
|
1220
|
Ategra Capital Management
Vienna,
Virginia
|
$340K
|
-$9.58K
|
-188
|
-3%
|
|
|
1221
|
Oakworth Capital
Birmingham,
Alabama
|
$340K
|
–
|
–
|
–
|
|
|
1222
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$339K
|
+$339K
|
+6,660
|
New
|
|
|
1223
|
EPIQ Capital Group
San Francisco,
California
|
$338K
|
+$1.83K
|
+36
|
+0.5%
|
|
|
1224
|
Wells Trecaso Financial Group
Akron,
Ohio
|
$338K
|
–
|
–
|
–
|
|
|
1225
|
GHP Investment Advisors
Denver,
Colorado
|
$338K
|
-$35.2K
|
-692
|
-9%
|
|
