|
1601
|
Clifford Swan Investment Counsel
Pasadena,
California
|
$309K
|
–
|
–
|
–
|
|
|
1602
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$307K
|
-$36.5K
|
-680
|
-11%
|
|
|
1603
|
Daiwa Securities Group
Tokyo,
Japan
|
$306K
|
–
|
–
|
–
|
|
|
1604
|
Corient IA
Miami,
Florida
|
$306K
|
+$268K
|
+5,000
|
New
|
|
|
1605
|
Pickering Energy Partners
Houston,
Texas
|
$306K
|
+$268K
|
+5,000
|
New
|
|
|
1606
|
Adamsbrown Wealth Consultants
Wichita,
Kansas
|
$306K
|
+$17.9K
|
+334
|
+7%
|
|
|
1607
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$305K
|
+$1.45K
|
+27
|
+0.5%
|
|
|
1608
|
American Trust
Lexington,
Kentucky
|
$305K
|
+$267K
|
+4,982
|
New
|
|
|
1609
|
Prairie Wealth Advisors
Omaha,
Nebraska
|
$305K
|
–
|
–
|
–
|
|
|
1610
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$304K
|
+$15K
|
+280
|
+6%
|
|
|
1611
|
BOK Financial Private Wealth
Denver,
Colorado
|
$303K
|
–
|
–
|
–
|
|
|
1612
|
Wealthedge Investment Advisors
New York
|
$303K
|
+$1.66K
|
+31
|
+0.6%
|
|
|
1613
|
BridgePort Financial Solutions
Fairfield,
Iowa
|
$303K
|
–
|
–
|
–
|
|
|
1614
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$302K
|
+$1.61K
|
+30
|
+0.6%
|
|
|
1615
|
Peak Planning Group
Centennial,
Colorado
|
$302K
|
+$265K
|
+4,933
|
New
|
|
|
1616
|
Element Wealth
Ridgeland,
Mississippi
|
$301K
|
+$264K
|
+4,918
|
New
|
|
|
1617
|
Timothy G. Youngquist 2020 Irrevocable Trust
Fort Myers,
Florida
|
$301K
|
+$263K
|
+4,906
|
New
|
|
|
1618
|
Carret Asset Management
New York
|
$300K
|
–
|
–
|
–
|
|
|
1619
|
Stelac Advisory Services
New York
|
$300K
|
+$263K
|
+4,900
|
New
|
|
|
1620
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$300K
|
+$31.3K
|
+584
|
+13%
|
|
|
1621
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$299K
|
-$27.7K
|
-516
|
-10%
|
|
|
1622
|
American Institute for Advanced Investment Management
Scottsdale,
Arizona
|
$298K
|
–
|
–
|
–
|
|
|
1623
|
Future Financial Wealth Management
Cincinnati,
Ohio
|
$298K
|
–
|
–
|
–
|
|
|
1624
|
BSW Wealth Partners
Boulder,
Colorado
|
$296K
|
+$259K
|
+4,825
|
New
|
|
|
1625
|
TruWealth Advisors
Metairie,
Louisiana
|
$295K
|
-$1.34K
|
-25
|
-0.5%
|
|
