|
1601
|
Disciplined Investors
Waco,
Texas
|
$312K
|
+$16.8K
|
+313
|
+7%
|
|
|
1602
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
$312K
|
+$273K
|
+5,085
|
New
|
|
|
1603
|
IFS Group
York,
Pennsylvania
|
$311K
|
+$273K
|
+5,081
|
New
|
|
|
1604
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
$310K
|
+$272K
|
+5,062
|
New
|
|
|
1605
|
NWM Advisors
San Luis Obispo,
California
|
$310K
|
-$292K
|
-5,442
|
-52%
|
|
|
1606
|
Walser Wealth Management
Tampa,
Florida
|
$310K
|
+$271K
|
+5,055
|
New
|
|
|
1607
|
Elevate Wealth Advisory
Athens,
Georgia
|
$309K
|
–
|
–
|
–
|
|
|
1608
|
Clifford Swan Investment Counsel
Pasadena,
California
|
$309K
|
–
|
–
|
–
|
|
|
1609
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$307K
|
-$36.5K
|
-680
|
-11%
|
|
|
1610
|
Daiwa Securities Group
Tokyo,
Japan
|
$306K
|
–
|
–
|
–
|
|
|
1611
|
Corient IA
Miami,
Florida
|
$306K
|
+$268K
|
+5,000
|
New
|
|
|
1612
|
Pickering Energy Partners
Houston,
Texas
|
$306K
|
+$268K
|
+5,000
|
New
|
|
|
1613
|
Adamsbrown Wealth Consultants
Wichita,
Kansas
|
$306K
|
+$17.9K
|
+334
|
+7%
|
|
|
1614
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$305K
|
+$1.45K
|
+27
|
+0.5%
|
|
|
1615
|
American Trust
Lexington,
Kentucky
|
$305K
|
+$267K
|
+4,982
|
New
|
|
|
1616
|
Prairie Wealth Advisors
Omaha,
Nebraska
|
$305K
|
–
|
–
|
–
|
|
|
1617
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$304K
|
+$15K
|
+280
|
+6%
|
|
|
1618
|
BOK Financial Private Wealth
Denver,
Colorado
|
$303K
|
–
|
–
|
–
|
|
|
1619
|
Wealthedge Investment Advisors
New York
|
$303K
|
+$1.66K
|
+31
|
+0.6%
|
|
|
1620
|
BridgePort Financial Solutions
Fairfield,
Iowa
|
$303K
|
–
|
–
|
–
|
|
|
1621
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$302K
|
+$1.61K
|
+30
|
+0.6%
|
|
|
1622
|
Peak Planning Group
Centennial,
Colorado
|
$302K
|
+$265K
|
+4,933
|
New
|
|
|
1623
|
Element Wealth
Ridgeland,
Mississippi
|
$301K
|
+$264K
|
+4,918
|
New
|
|
|
1624
|
Timothy G. Youngquist 2020 Irrevocable Trust
Fort Myers,
Florida
|
$301K
|
+$263K
|
+4,906
|
New
|
|
|
1625
|
Carret Asset Management
New York
|
$300K
|
–
|
–
|
–
|
|
