|
1401
|
Primoris Wealth Advisors
North Palm Beach,
Florida
|
$203K
|
+$223K
|
+5,430
|
New
|
|
|
1402
|
DBK Financial Counsel
Cuyahoga Falls,
Ohio
|
$202K
|
–
|
–
|
–
|
|
|
1403
|
Mitchell Capital Management
Leawood,
Kansas
|
$202K
|
–
|
–
|
–
|
|
|
1404
|
PDS Planning
Dublin,
Ohio
|
$201K
|
-$20.5K
|
-498
|
-8%
|
|
|
1405
|
O'Rourke & Company
Boston,
Massachusetts
|
$200K
|
-$4.19K
|
-102
|
-2%
|
|
|
1406
|
Kalos Management
Alpharetta,
Georgia
|
$200K
|
-$739
|
-18
|
-0.3%
|
|
|
1407
|
Chevy Chase Trust
Bethesda,
Maryland
|
$200K
|
–
|
–
|
–
|
|
|
1408
|
Howe & Rusling
Rochester,
New York
|
$192K
|
+$8.63K
|
+210
|
+4%
|
|
|
1409
|
City Holding Co
Charleston,
West Virginia
|
$191K
|
–
|
–
|
–
|
|
|
1410
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$189K
|
-$50K
|
-1,218
|
-19%
|
|
|
1411
|
Truvestments Capital
Sarasota,
Florida
|
$189K
|
-$35.5K
|
-864
|
-15%
|
|
|
1412
|
Solstein Capital
Menlo Park,
California
|
$189K
|
–
|
–
|
–
|
|
|
1413
|
Clean Yield Group
Norwich,
Vermont
|
$179K
|
–
|
–
|
–
|
|
|
1414
|
LBJ Family Wealth Advisors
Austin,
Texas
|
$174K
|
+$246
|
+6
|
+0.1%
|
|
|
1415
|
Oxford Financial Group
Carmel,
Indiana
|
$173K
|
–
|
–
|
–
|
|
|
1416
|
Webster Bank
Waterbury,
Connecticut
|
$173K
|
+$43.1K
|
+1,050
|
+29%
|
|
|
1417
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$172K
|
+$5.92K
|
+144
|
+3%
|
|
|
1418
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$169K
|
-$45.8K
|
-1,116
|
-20%
|
|
|
1419
|
TFC Financial Management
Boston,
Massachusetts
|
$169K
|
+$32.8K
|
+798
|
+21%
|
|
|
1420
|
Curi Wealth Management
Raleigh,
North Carolina
|
$167K
|
+$59.7K
|
+1,452
|
+48%
|
|
|
1421
|
Atwood & Palmer
Kansas City,
Missouri
|
$166K
|
+$179K
|
+4,362
|
+3,635%
|
|
|
1422
|
Baldrige Asset Management
Allentown,
Pennsylvania
|
$163K
|
–
|
–
|
–
|
|
|
1423
|
Fairfield, Bush & Co
Darien,
Connecticut
|
$162K
|
-$6.66K
|
-162
|
-4%
|
|
|
1424
|
Arrow Financial
Glens Falls,
New York
|
$160K
|
+$40.4K
|
+984
|
+29%
|
|
|
1425
|
Missouri Trust & Investment Company
Springfield,
Missouri
|
$158K
|
-$2.46K
|
-60
|
-1%
|
|
