|
2501
|
JPL Wealth Management
Highlands Ranch,
Colorado
|
$14M
|
-$104K
|
-363
|
-0.7%
|
|
|
2502
|
Maxi Investments CY
Limassol,
Cyprus
|
$14M
|
+$7.32M
|
+25,600
|
+112%
|
|
|
2503
|
|
$14M
|
-$111K
|
-389
|
-0.8%
|
|
|
2504
|
One Day In July LLC
Burlington,
Vermont
|
$14M
|
+$899K
|
+3,143
|
+7%
|
|
|
2505
|
Urban Wealth Management
El Segundo,
California
|
$14M
|
-$1.7M
|
-5,945
|
-11%
|
|
|
2506
|
Impact Partnership Wealth
Marietta,
Georgia
|
$14M
|
-$148K
|
-516
|
-1%
|
|
|
2507
|
Torray Investment Partners
Bethesda,
Maryland
|
$14M
|
-$343K
|
-1,200
|
-2%
|
|
|
2508
|
Steinberganna Wealth Management
Huntington,
New York
|
$14M
|
-$21.2K
|
-74
|
-0.2%
|
|
|
2509
|
Everpar Advisors
Tulsa,
Oklahoma
|
$14M
|
+$101K
|
+352
|
+0.7%
|
|
|
2510
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$14M
|
+$340K
|
+1,189
|
+3%
|
|
|
2511
|
JVL Associates
Wyoming,
Michigan
|
$14M
|
+$327K
|
+1,142
|
+2%
|
|
|
2512
|
Oak Harbor Wealth Partners
Raleigh,
North Carolina
|
$13.9M
|
-$2.57M
|
-8,981
|
-16%
|
|
|
2513
|
Insight Wealth Strategies
San Ramon,
California
|
$13.9M
|
+$483K
|
+1,690
|
+4%
|
|
|
2514
|
Port Capital
Chicago,
Illinois
|
$13.9M
|
+$403K
|
+1,410
|
+3%
|
|
|
2515
|
United Bank (Georgia)
Zebulon,
Georgia
|
$13.9M
|
-$110K
|
-386
|
-0.8%
|
|
|
2516
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$13.9M
|
-$6.89M
|
-24,094
|
-33%
|
|
|
2517
|
TLW Wealth Management
Indian Rocks Beach,
Florida
|
$13.9M
|
-$332K
|
-1,161
|
-2%
|
|
|
2518
|
Carl P. Sherr & Co
Worcester,
Massachusetts
|
$13.9M
|
+$860K
|
+3,006
|
+7%
|
|
|
2519
|
SYM Financial Corp
Winona Lake,
Indiana
|
$13.8M
|
-$1.14M
|
-3,998
|
-8%
|
|
|
2520
|
Carnegie Lake Advisors
Princeton,
New Jersey
|
$13.8M
|
-$114K
|
-400
|
-0.8%
|
|
|
2521
|
One Wealth Management Investment & Advisory Services
Miami Beach,
Florida
|
$13.8M
|
-$253K
|
-884
|
-2%
|
|
|
2522
|
Navellier & Associates
Reno,
Nevada
|
$13.8M
|
+$335K
|
+1,170
|
+3%
|
|
|
2523
|
Brentview Investment Management
Northfield,
Illinois
|
$13.8M
|
+$328K
|
+1,148
|
+2%
|
|
|
2524
|
Glass Wealth Management
San Antonio,
Texas
|
$13.8M
|
+$920K
|
+3,218
|
+7%
|
|
|
2525
|
Allied Investment Advisors
Billings,
Montana
|
$13.8M
|
-$173K
|
-605
|
-1%
|
|
