|
976
|
Strategic Financial Concepts
San Antonio,
Texas
|
$1.27M
|
+$1.29M
|
+9,219
|
New
|
|
|
977
|
WealthSource Partners
San Luis Obispo,
California
|
$1.26M
|
+$8.42K
|
+60
|
+0.7%
|
|
|
978
|
Vontobel Holding
Zurich,
Switzerland
|
$1.26M
|
-$591K
|
-4,215
|
-32%
|
|
|
979
|
GYL Financial Synergies
West Hartford,
Connecticut
|
$1.26M
|
-$32.7K
|
-233
|
-2%
|
|
|
980
|
Howland Capital Management
Boston,
Massachusetts
|
$1.25M
|
–
|
–
|
–
|
|
|
981
|
Seven Post Investment Office
San Francisco,
California
|
$1.24M
|
–
|
–
|
–
|
|
|
982
|
Roffman Miller Associates
Philadelphia,
Pennsylvania
|
$1.24M
|
+$29.5K
|
+210
|
+2%
|
|
|
983
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$1.23M
|
-$138K
|
-983
|
-10%
|
|
|
984
|
O'Connor Financial Group
Quincy,
Illinois
|
$1.23M
|
+$1.25M
|
+8,901
|
New
|
|
|
985
|
CRA Financial Services
Northfield,
New Jersey
|
$1.22M
|
–
|
–
|
–
|
|
|
986
|
HighTower Trust
Houston,
Texas
|
$1.22M
|
+$24.3K
|
+173
|
+2%
|
|
|
987
|
TAGStone Capital
Charlotte,
North Carolina
|
$1.22M
|
+$1.12K
|
+8
|
+0.1%
|
|
|
988
|
LAM Group
Lake Oswego,
Oregon
|
$1.21M
|
-$47.7K
|
-340
|
-4%
|
|
|
989
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$1.21M
|
-$1.82K
|
-13
|
-0.1%
|
|
|
990
|
Thompson Davis & Co
Richmond,
Virginia
|
$1.2M
|
-$135K
|
-963
|
-10%
|
|
|
991
|
Tidal Investments
Milwaukee,
Wisconsin
|
$1.19M
|
-$216K
|
-1,542
|
-15%
|
|
|
992
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$1.19M
|
+$675K
|
+4,812
|
+126%
|
|
|
993
|
Alera Investment Advisors
Deerfield,
Illinois
|
$1.18M
|
+$140
|
+1
|
+0%
|
|
|
994
|
James J. Burns & Company
Melville,
New York
|
$1.18M
|
+$878K
|
+6,255
|
+278%
|
|
|
995
|
First County Bank
Stamford,
Connecticut
|
$1.17M
|
-$2.52M
|
-17,953
|
-68%
|
|
|
996
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$1.17M
|
–
|
–
|
–
|
|
|
997
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$1.17M
|
+$57.3K
|
+408
|
+5%
|
|
|
998
|
Waterfront Wealth
Overland Park,
Kansas
|
$1.17M
|
-$17.4K
|
-124
|
-1%
|
|
|
999
|
Taylor Hoffman Wealth Management
Richmond,
Virginia
|
$1.17M
|
-$28.6K
|
-204
|
-2%
|
|
|
1000
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$1.17M
|
+$4.91K
|
+35
|
+0.4%
|
|
