|
1601
|
OMC Financial Services
Dewitt,
New York
|
$30.4M
|
-$549K
|
-1,920
|
-2%
|
|
|
1602
|
Trek Financial
Scottsdale,
Arizona
|
$30.4M
|
+$30M
|
+104,919
|
New
|
|
|
1603
|
Verition Fund Management
Greenwich,
Connecticut
|
$30.3M
|
-$11.7M
|
-40,801
|
-28%
|
|
|
1604
|
Ignite Planners
San Clemente,
California
|
$30.3M
|
+$293K
|
+1,024
|
+1%
|
|
|
1605
|
Blue Zone Wealth Advisors
Los Angeles,
California
|
$30.2M
|
+$60.9K
|
+213
|
+0.2%
|
|
|
1606
|
Stockman Wealth Management
Billings,
Montana
|
$30.2M
|
-$1.32M
|
-4,601
|
-4%
|
|
|
1607
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$30.2M
|
-$700K
|
-2,448
|
-2%
|
|
|
1608
|
TTP Investments
San Jose,
California
|
$30.1M
|
+$6.01K
|
+21
|
+0%
|
|
|
1609
|
TownSquare Capital
Provo,
Utah
|
$30.1M
|
+$1.17M
|
+4,074
|
+4%
|
|
|
1610
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$30.1M
|
-$1.97M
|
-6,890
|
-6%
|
|
|
1611
|
Community Financial Services Group
Newport,
Vermont
|
$30.1M
|
+$283K
|
+989
|
+1%
|
|
|
1612
|
Copeland Capital Management
Conshohocken,
Pennsylvania
|
$30M
|
-$1.28M
|
-4,467
|
-4%
|
|
|
1613
|
LSV Asset Management
Chicago,
Illinois
|
$30M
|
–
|
–
|
–
|
|
|
1614
|
FourThought Financial Partners
Venice,
Florida
|
$30M
|
+$289K
|
+1,012
|
+1%
|
|
|
1615
|
Harrell Investment Partners
Austin,
Texas
|
$30M
|
-$415K
|
-1,450
|
-1%
|
|
|
1616
|
HORAN Wealth
Cincinnati,
Ohio
|
$29.9M
|
+$308K
|
+1,076
|
+1%
|
|
|
1617
|
Platform Wealth Management
Holladay,
Utah
|
$29.9M
|
+$29.6M
|
+103,471
|
New
|
|
|
1618
|
TriaGen Wealth Management
Calabasas,
California
|
$29.9M
|
-$4.28M
|
-14,978
|
-13%
|
|
|
1619
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
$29.9M
|
-$1.06M
|
-3,714
|
-3%
|
|
|
1620
|
McLean Asset Management
Tysons,
Virginia
|
$29.9M
|
-$329K
|
-1,150
|
-1%
|
|
|
1621
|
Garde Capital
Seattle,
Washington
|
$29.8M
|
-$667K
|
-2,331
|
-2%
|
|
|
1622
|
Dale Q Rice Investment Management
Vancouver,
Washington
|
$29.8M
|
-$738K
|
-2,581
|
-2%
|
|
|
1623
|
Key Financial Inc
West Chester,
Pennsylvania
|
$29.7M
|
-$194K
|
-679
|
-0.7%
|
|
|
1624
|
Perkins Coie Trust Company
Seattle,
Washington
|
$29.7M
|
+$7.72K
|
+27
|
+0%
|
|
|
1625
|
Stenger Family Office
Naperville,
Illinois
|
$29.7M
|
-$85K
|
-297
|
-0.3%
|
|
