|
601
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$5.73M
|
+$5.73M
|
+58,552
|
New
|
|
|
602
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$5.69M
|
+$484K
|
+4,941
|
+9%
|
|
|
603
|
One Day In July LLC
Burlington,
Vermont
|
$5.69M
|
+$869K
|
+8,881
|
+18%
|
|
|
604
|
Caldwell Trust
Venice,
Florida
|
$5.66M
|
+$680K
|
+6,952
|
+14%
|
|
|
605
|
Shelter Mutual Insurance
Columbia,
Missouri
|
$5.65M
|
–
|
–
|
–
|
|
|
606
|
Ballentine Partners
Waltham,
Massachusetts
|
$5.64M
|
+$98
|
+1
|
+0%
|
|
|
607
|
Mainsail Financial Group
Bellevue,
Washington
|
$5.62M
|
+$284K
|
+2,904
|
+5%
|
|
|
608
|
Bromfield Sneider Wealth Advisors
Westwood,
Massachusetts
|
$5.55M
|
+$378K
|
+3,866
|
+7%
|
|
|
609
|
Cornerstone Partners Capital Management
Charlottesville,
Virginia
|
$5.5M
|
–
|
–
|
–
|
|
|
610
|
Regal Investment Advisors
Kentwood,
Michigan
|
$5.49M
|
-$508K
|
-5,187
|
-8%
|
|
|
611
|
First American Trust
Santa Ana,
California
|
$5.47M
|
+$1.17M
|
+11,957
|
+27%
|
|
|
612
|
Proficio Capital Partners
Newton,
Massachusetts
|
$5.47M
|
+$5.46M
|
+55,805
|
New
|
|
|
613
|
Family Investment Center
Saint Joseph,
Missouri
|
$5.4M
|
-$1.65M
|
-16,811
|
-23%
|
|
|
614
|
Evermay Wealth Management
Arlington,
Virginia
|
$5.37M
|
+$5.37M
|
+54,834
|
+219,336%
|
|
|
615
|
Element Wealth
Ridgeland,
Mississippi
|
$5.35M
|
-$152K
|
-1,552
|
-3%
|
|
|
616
|
Nomura Asset Management
Tokyo,
Japan
|
$5.35M
|
-$626K
|
-6,395
|
-10%
|
|
|
617
|
Meeder Asset Management
Dublin,
Ohio
|
$5.34M
|
-$7.93M
|
-80,998
|
-60%
|
|
|
618
|
CreativeOne Wealth
Overland Park,
Kansas
|
$5.32M
|
+$561K
|
+5,735
|
+12%
|
|
|
619
|
Ancora Advisors
Cleveland,
Ohio
|
$5.32M
|
+$106K
|
+1,079
|
+2%
|
|
|
620
|
The Family Firm
Bethesda,
Maryland
|
$5.31M
|
+$330K
|
+3,373
|
+7%
|
|
|
621
|
Arrien Investments
Boise,
Idaho
|
$5.29M
|
+$237K
|
+2,418
|
+5%
|
|
|
622
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
$5.28M
|
-$213K
|
-2,177
|
-4%
|
|
|
623
|
DMC Group
Birmingham,
Alabama
|
$5.27M
|
+$176K
|
+1,802
|
+3%
|
|
|
624
|
Avidian Wealth Enterprises
Houston,
Texas
|
$5.27M
|
+$453K
|
+4,633
|
+9%
|
|
|
625
|
|
$5.22M
|
+$24.7K
|
+252
|
+0.5%
|
|
