|
2051
|
Kiley Juergens Wealth Management
Olympia,
Washington
|
$1.59M
|
+$1.62M
|
+7,295
|
New
|
|
|
2052
|
Clarus Wealth Advisors
Peoria,
Arizona
|
$1.59M
|
+$1.7M
|
+7,684
|
New
|
|
|
2053
|
LifeSteps Financial
Claremont,
California
|
$1.59M
|
-$9.1K
|
-41
|
-0.6%
|
|
|
2054
|
Mayport LLC
Newton,
Massachusetts
|
$1.58M
|
+$24.6K
|
+111
|
+2%
|
|
|
2055
|
Heritage Family Offices
Scottsdale,
Arizona
|
$1.58M
|
-$376K
|
-1,696
|
-19%
|
|
|
2056
|
Old North State Trust
Greensboro,
North Carolina
|
$1.57M
|
-$7.32K
|
-33
|
-0.5%
|
|
|
2057
|
United Bank (Virginia)
Vienna,
Virginia
|
$1.57M
|
-$46.8K
|
-211
|
-3%
|
|
|
2058
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$1.56M
|
-$261K
|
-1,175
|
-14%
|
|
|
2059
|
Reliant Investment Partners
Pinehurst,
North Carolina
|
$1.56M
|
+$1.77K
|
+8
|
+0.1%
|
|
|
2060
|
Fortis Capital Management
Bellevue,
Washington
|
$1.56M
|
+$84.3K
|
+380
|
+6%
|
|
|
2061
|
RMR Wealth Builders
Montclair,
New Jersey
|
$1.56M
|
-$21.7K
|
-98
|
-1%
|
|
|
2062
|
Global Assets Advisory
Orlando,
Florida
|
$1.56M
|
+$20K
|
+90
|
+1%
|
|
|
2063
|
LeConte Wealth Management
Maryville,
Tennessee
|
$1.56M
|
+$1.04M
|
+4,686
|
+188%
|
|
|
2064
|
First Business Financial Services
Madison,
Wisconsin
|
$1.56M
|
+$72.3K
|
+326
|
+5%
|
|
|
2065
|
XXI Wealth LLC
Chicago,
Illinois
|
$1.56M
|
-$94.3K
|
-425
|
-6%
|
|
|
2066
|
Missouri Trust & Investment Company
Springfield,
Missouri
|
$1.56M
|
+$7.76K
|
+35
|
+0.5%
|
|
|
2067
|
Cambria Investment Management
Manhattan Beach,
California
|
$1.55M
|
-$108K
|
-487
|
-6%
|
|
|
2068
|
Hendershot Investments
Centreville,
Virginia
|
$1.55M
|
-$122K
|
-550
|
-7%
|
|
|
2069
|
First Nebraska Trust
Lincoln,
Nebraska
|
$1.55M
|
-$7.76K
|
-35
|
-0.5%
|
|
|
2070
|
Vega Investment Solutions
Paris,
France
|
$1.54M
|
+$85K
|
+383
|
+6%
|
|
|
2071
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$1.54M
|
-$39K
|
-176
|
-2%
|
|
|
2072
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$1.54M
|
+$134K
|
+603
|
+9%
|
|
|
2073
|
Farmers & Merchants Trust Company
Long Beach,
California
|
$1.54M
|
+$7.54K
|
+34
|
+0.5%
|
|
|
2074
|
Ark Wealth Advisors
Yorba Linda,
California
|
$1.53M
|
+$190K
|
+855
|
+14%
|
|
|
2075
|
Basepoint Wealth
Cedar Rapids,
Iowa
|
$1.53M
|
-$49.5K
|
-223
|
-3%
|
|
