|
1076
|
Summit Financial Strategies
Columbus,
Ohio
|
$698K
|
–
|
–
|
–
|
|
|
1077
|
9258 Wealth Management
Blue Ash,
Ohio
|
$695K
|
+$26.8K
|
+690
|
+4%
|
|
|
1078
|
Cohen Investment Advisors
Bedford,
New Hampshire
|
$692K
|
+$53.4K
|
+1,374
|
+9%
|
|
|
1079
|
Jefferies Financial Group
New York
|
$691K
|
-$96.1K
|
-2,472
|
-13%
|
|
|
1080
|
Channel Wealth
Santa Barbara,
California
|
$691K
|
+$647K
|
+16,632
|
New
|
|
|
1081
|
Semus Wealth Partners
Boca Raton,
Florida
|
$691K
|
+$245K
|
+6,288
|
+61%
|
|
|
1082
|
Noesis Capital Mangement
Boca Raton,
Florida
|
$689K
|
–
|
–
|
–
|
|
|
1083
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$686K
|
+$18.2K
|
+468
|
+3%
|
|
|
1084
|
PGIM Custom Harvest
Newark,
New Jersey
|
$678K
|
-$207K
|
-5,310
|
-25%
|
|
|
1085
|
Washington Trust
Westerly,
Rhode Island
|
$675K
|
+$700
|
+18
|
+0.1%
|
|
|
1086
|
Agate Pass Investment Management
Bainbridge Island,
Washington
|
$675K
|
+$228K
|
+5,850
|
+56%
|
|
|
1087
|
Horizon Investment Services
Hammond,
Indiana
|
$674K
|
+$63.9K
|
+1,644
|
+11%
|
|
|
1088
|
Bank of New Hampshire
Laconia,
New Hampshire
|
$672K
|
-$5.83K
|
-150
|
-0.9%
|
|
|
1089
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$672K
|
-$123K
|
-3,162
|
-16%
|
|
|
1090
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$671K
|
-$93.6K
|
-2,406
|
-13%
|
|
|
1091
|
Verus Capital Partners
Scottsdale,
Arizona
|
$671K
|
+$12.8K
|
+330
|
+2%
|
|
|
1092
|
W Advisors LLC
Germantown,
Tennessee
|
$670K
|
+$25.4K
|
+654
|
+4%
|
|
|
1093
|
TrueWealth Advisors
Birmingham,
Alabama
|
$668K
|
-$28K
|
-720
|
-4%
|
|
|
1094
|
Washington Trust Bank
Spokane,
Washington
|
$664K
|
-$113K
|
-2,904
|
-15%
|
|
|
1095
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$664K
|
+$54.6K
|
+1,404
|
+10%
|
|
|
1096
|
Tanglewood Legacy Advisors
Houston,
Texas
|
$663K
|
+$620K
|
+15,954
|
New
|
|
|
1097
|
RVW Wealth
Los Angeles,
California
|
$663K
|
+$39.2K
|
+1,008
|
+7%
|
|
|
1098
|
L & S Advisors
Los Angeles,
California
|
$662K
|
+$162K
|
+4,170
|
+35%
|
|
|
1099
|
LPWM LLC
Minneapolis,
Minnesota
|
$662K
|
+$107K
|
+2,754
|
+21%
|
|
|
1100
|
Investmark Advisory Group
Shelton,
Connecticut
|
$662K
|
+$37.3K
|
+960
|
+6%
|
|
