|
1251
|
Boyd Watterson Asset Management
Cleveland,
Ohio
|
$569K
|
–
|
–
|
–
|
|
|
1252
|
Channel Wealth
Santa Barbara,
California
|
$568K
|
-$78.5K
|
-1,662
|
-12%
|
|
|
1253
|
XML Financial
Bethesda,
Maryland
|
$567K
|
+$2.27K
|
+48
|
+0.4%
|
|
|
1254
|
Wealth Management Partners
Tucson,
Arizona
|
$564K
|
-$23K
|
-486
|
-4%
|
|
|
1255
|
Waller Financial Planning Group
Columbus,
Ohio
|
$563K
|
-$6.52K
|
-138
|
-1%
|
|
|
1256
|
One Wealth Advisors
San Francisco,
California
|
$560K
|
–
|
–
|
–
|
|
|
1257
|
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
|
$557K
|
–
|
–
|
–
|
|
|
1258
|
Windsor Capital Management
Phoenix,
Arizona
|
$554K
|
-$283
|
-6
|
-0%
|
|
|
1259
|
TruWealth Advisors
Metairie,
Louisiana
|
$552K
|
+$70.3K
|
+1,488
|
+14%
|
|
|
1260
|
Traynor Capital Management
Malvern,
Pennsylvania
|
$551K
|
+$47.9K
|
+1,014
|
+9%
|
|
|
1261
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$550K
|
+$286K
|
+6,060
|
+100%
|
|
|
1262
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$549K
|
-$41.4K
|
-876
|
-7%
|
|
|
1263
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$548K
|
-$19.3K
|
-408
|
-3%
|
|
|
1264
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$547K
|
-$26.6K
|
-564
|
-4%
|
|
|
1265
|
L & S Advisors
Los Angeles,
California
|
$547K
|
-$6.52K
|
-138
|
-1%
|
|
|
1266
|
LifePlan Investment Advisors
Raleigh,
North Carolina
|
$546K
|
+$171K
|
+3,618
|
+43%
|
|
|
1267
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$543K
|
+$567
|
+12
|
+0.1%
|
|
|
1268
|
Strategic Advocates
Logan,
Utah
|
$542K
|
+$564K
|
+11,952
|
New
|
|
|
1269
|
Winslow Capital Management
Minneapolis,
Minnesota
|
$541K
|
+$115K
|
+2,430
|
+26%
|
|
|
1270
|
Mason Investment Advisory Services
Reston,
Virginia
|
$540K
|
+$50.2K
|
+1,062
|
+10%
|
|
|
1271
|
Imprint Wealth
Mount Pleasant,
South Carolina
|
$535K
|
+$49.6K
|
+1,050
|
+10%
|
|
|
1272
|
Single Point Partners
Boston,
Massachusetts
|
$534K
|
+$556K
|
+11,766
|
New
|
|
|
1273
|
Vise Technologies
New York
|
$530K
|
+$551K
|
+11,670
|
New
|
|
|
1274
|
Fairhaven Wealth Management
Oak Brook,
Illinois
|
$528K
|
–
|
–
|
–
|
|
|
1275
|
Cambridge Trust
Cambridge,
Massachusetts
|
$525K
|
-$30K
|
-636
|
-5%
|
|
