|
1251
|
Aviso Wealth Management
Bellevue,
Washington
|
$1.01M
|
–
|
–
|
–
|
|
|
1252
|
TBH Global Asset Management
Brentwood,
Tennessee
|
$1.01M
|
-$157K
|
-2,700
|
-14%
|
|
|
1253
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$1.01M
|
-$7K
|
-120
|
-0.7%
|
|
|
1254
|
NorthCrest Asset Manangement
Plymouth,
Minnesota
|
$1.01M
|
+$6.3K
|
+108
|
+0.7%
|
|
|
1255
|
180 Wealth Advisors
Federal Way,
Washington
|
$1M
|
+$38.8K
|
+666
|
+4%
|
|
|
1256
|
WealthCare Investment Partners
Portsmouth,
Rhode Island
|
$1M
|
-$25.9K
|
-444
|
-3%
|
|
|
1257
|
Golden State Equity Partners
South Coast Metro,
California
|
$1M
|
+$936K
|
+16,056
|
New
|
|
|
1258
|
Frank Rimerman Advisors
Palo Alto,
California
|
$998K
|
–
|
–
|
–
|
|
|
1259
|
Collective Family Office
York,
Pennsylvania
|
$997K
|
+$5.25K
|
+90
|
+0.6%
|
|
|
1260
|
Noesis Capital Mangement
Boca Raton,
Florida
|
$993K
|
-$3.5K
|
-60
|
-0.4%
|
|
|
1261
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$990K
|
+$353K
|
+6,048
|
+62%
|
|
|
1262
|
Trademark Financial Management
Bloomington,
Minnesota
|
$984K
|
-$56K
|
-960
|
-6%
|
|
|
1263
|
Badgley Phelps Wealth Managers
Seattle,
Washington
|
$983K
|
+$42.3K
|
+726
|
+5%
|
|
|
1264
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$983K
|
–
|
–
|
–
|
|
|
1265
|
Bridgewealth Advisory Group
Fresno,
California
|
$982K
|
+$19.6K
|
+336
|
+2%
|
|
|
1266
|
Verity Asset Management
Durham,
North Carolina
|
$981K
|
+$577K
|
+9,894
|
+169%
|
|
|
1267
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$976K
|
-$3.5K
|
-60
|
-0.4%
|
|
|
1268
|
TrueWealth Advisors
Birmingham,
Alabama
|
$976K
|
+$26.6K
|
+456
|
+3%
|
|
|
1269
|
Alley Investment Management Company
Lake Forest,
Illinois
|
$973K
|
-$14.3K
|
-246
|
-2%
|
|
|
1270
|
Bremer Bank National Association
St Paul,
Minnesota
|
$971K
|
–
|
–
|
–
|
|
|
1271
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$970K
|
-$47.9K
|
-822
|
-5%
|
|
|
1272
|
Lavaca Capital
Houston,
Texas
|
$968K
|
+$906K
|
+15,534
|
New
|
|
|
1273
|
Bank of New Hampshire
Laconia,
New Hampshire
|
$968K
|
-$5.25K
|
-90
|
-0.6%
|
|
|
1274
|
EPG Wealth Management
Atlanta,
Georgia
|
$966K
|
-$904K
|
-15,504
|
Closed
|
|
|
1275
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$960K
|
-$11M
|
-188,454
|
-92%
|
|
