|
601
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$1.92M
|
+$54.1K
|
+1,210
|
+3%
|
|
|
602
|
Moulton Wealth Management
Spokane,
Washington
|
$1.92M
|
-$1.84M
|
-41,268
|
-50%
|
|
|
603
|
Prosperity Consulting Group
Owings Mills,
Maryland
|
$1.91M
|
+$1.94M
|
+43,430
|
New
|
|
|
604
|
Fidelis Capital Partners
Tampa,
Florida
|
$1.89M
|
+$268
|
+6
|
+0%
|
|
|
605
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$1.88M
|
-$174K
|
-3,884
|
-8%
|
|
|
606
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$1.88M
|
+$210K
|
+4,700
|
+12%
|
|
|
607
|
Fort Point Capital Partners
San Francisco,
California
|
$1.87M
|
+$6.44K
|
+144
|
+0.3%
|
|
|
608
|
Mission Wealth Management
Santa Barbara,
California
|
$1.87M
|
-$68.9K
|
-1,542
|
-3%
|
|
|
609
|
Independence Bank of Kentucky
Owensboro,
Kentucky
|
$1.87M
|
-$96.4K
|
-2,156
|
-5%
|
|
|
610
|
Terra Nova Asset Management
New York
|
$1.85M
|
-$27K
|
-604
|
-1%
|
|
|
611
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$1.85M
|
-$94.9M
|
-2,123,700
|
-98%
|
|
|
612
|
MGO Private Wealth
Irvine,
California
|
$1.85M
|
-$232K
|
-5,196
|
-11%
|
|
|
613
|
Colonial River Investments
Midlothian,
Virginia
|
$1.84M
|
-$253K
|
-5,668
|
-12%
|
|
|
614
|
Fernwood Investment Management
Quincy,
Massachusetts
|
$1.84M
|
+$21.1K
|
+472
|
+1%
|
|
|
615
|
Joel Isaacson & Co
New York
|
$1.83M
|
+$144K
|
+3,226
|
+8%
|
|
|
616
|
Bank of New Hampshire
Laconia,
New Hampshire
|
$1.83M
|
+$4.38K
|
+98
|
+0.2%
|
|
|
617
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$1.82M
|
+$699K
|
+15,628
|
+60%
|
|
|
618
|
Panoramic Investment Advisors
Denver,
Colorado
|
$1.82M
|
+$1.85M
|
+41,446
|
New
|
|
|
619
|
Goodman Advisory Group
Needham,
Massachusetts
|
$1.8M
|
+$1.36M
|
+30,454
|
+286%
|
|
|
620
|
Granite Harbor Advisors
Houston,
Texas
|
$1.79M
|
+$13.4K
|
+300
|
+0.7%
|
|
|
621
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$1.77M
|
-$202K
|
-4,516
|
-10%
|
|
|
622
|
Wealth Advisors of Iowa
West Des Moines,
Iowa
|
$1.77M
|
-$22M
|
-491,232
|
-92%
|
|
|
623
|
|
$1.76M
|
-$2.06M
|
-46,000
|
-53%
|
|
|
624
|
Monetary Management Group
St Louis,
Missouri
|
$1.75M
|
+$42.5K
|
+950
|
+2%
|
|
|
625
|
Chevy Chase Trust
Bethesda,
Maryland
|
$1.75M
|
+$176K
|
+3,928
|
+11%
|
|
