|
1201
|
Insight Wealth Strategies
San Ramon,
California
|
$415K
|
-$48.5K
|
-424
|
-10%
|
|
|
1202
|
Acima Private Wealth
Richmond,
Virginia
|
$415K
|
+$91.2K
|
+797
|
+28%
|
|
|
1203
|
Fernwood Investment Management
Quincy,
Massachusetts
|
$411K
|
-$91.1K
|
-796
|
-18%
|
|
|
1204
|
Strategic Blueprint
Atlanta,
Georgia
|
$408K
|
+$25.7K
|
+225
|
+7%
|
|
|
1205
|
American Trust
Lexington,
Kentucky
|
$408K
|
+$409K
|
+3,574
|
New
|
|
|
1206
|
Colonial River Investments
Midlothian,
Virginia
|
$408K
|
+$409K
|
+3,574
|
New
|
|
|
1207
|
Bank Pictet & Cie (Europe)
Frankfurt Am Main,
Germany
|
$407K
|
-$43.5K
|
-380
|
-10%
|
|
|
1208
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$405K
|
-$1.72K
|
-15
|
-0.4%
|
|
|
1209
|
VeraBank
Henderson,
Texas
|
$401K
|
-$240K
|
-2,097
|
-37%
|
|
|
1210
|
NTV Asset Management
Charleston,
West Virginia
|
$401K
|
-$209K
|
-1,828
|
-34%
|
|
|
1211
|
Bank OZK
Little Rock,
Arkansas
|
$401K
|
+$117K
|
+1,027
|
+41%
|
|
|
1212
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$400K
|
-$45.4K
|
-397
|
-10%
|
|
|
1213
|
CRA Financial Services
Northfield,
New Jersey
|
$399K
|
-$51.4K
|
-449
|
-11%
|
|
|
1214
|
Leo H. Evart Inc
Redwood City,
California
|
$398K
|
+$399K
|
+3,490
|
New
|
|
|
1215
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$397K
|
-$43.8K
|
-383
|
-10%
|
|
|
1216
|
Surevest
Los Angeles,
California
|
$396K
|
+$397K
|
+3,467
|
New
|
|
|
1217
|
Cubic Asset Management
Boston,
Massachusetts
|
$394K
|
–
|
–
|
–
|
|
|
1218
|
IFS Advisors
Overland Park,
Kansas
|
$390K
|
-$26.3K
|
-230
|
-6%
|
|
|
1219
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$390K
|
+$74.7K
|
+653
|
+24%
|
|
|
1220
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$388K
|
+$390K
|
+3,405
|
New
|
|
|
1221
|
Mather Group
Chicago,
Illinois
|
$387K
|
-$67.4K
|
-589
|
-15%
|
|
|
1222
|
Bogart Wealth LLC
Mclean,
Virginia
|
$387K
|
+$54.5K
|
+476
|
+16%
|
|
|
1223
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$387K
|
+$374K
|
+3,273
|
New
|
|
|
1224
|
Harvest Investment Services
Oakbrook Terrace,
Illinois
|
$385K
|
-$4.17M
|
-36,470
|
-92%
|
|
|
1225
|
Centennial Wealth Advisory
Traverse City,
Michigan
|
$384K
|
-$15.7K
|
-137
|
-4%
|
|
