|
1026
|
Doyle Wealth Management
St. Petersburg,
Florida
|
$703K
|
+$2.55K
|
+23
|
+0.4%
|
|
|
1027
|
Game Plan Financial Advisors
Westlake,
Ohio
|
$703K
|
+$644K
|
+5,815
|
New
|
|
|
1028
|
Commerzbank Aktiengesellschaft
Frankfurt,
Germany
|
$701K
|
–
|
–
|
–
|
|
|
1029
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$700K
|
+$107K
|
+966
|
+20%
|
|
|
1030
|
Laffer Tengler Investments
Nashville,
Tennessee
|
$699K
|
+$142K
|
+1,286
|
+28%
|
|
|
1031
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$698K
|
-$4.21M
|
-38,031
|
-87%
|
|
|
1032
|
Clarius Group LLC
Seattle,
Washington
|
$698K
|
+$27.5K
|
+248
|
+4%
|
|
|
1033
|
Pecaut & Co
Sioux City,
Iowa
|
$697K
|
-$277K
|
-2,500
|
-30%
|
|
|
1034
|
Point View Wealth Management
Summit,
New Jersey
|
$692K
|
-$36.8K
|
-332
|
-5%
|
|
|
1035
|
Federated Hermes
Pittsburgh,
Pennsylvania
|
$691K
|
-$71.4K
|
-645
|
-10%
|
|
|
1036
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$690K
|
-$216K
|
-1,952
|
-25%
|
|
|
1037
|
Meridiem Investment Management
London,
United Kingdom
|
$688K
|
+$630K
|
+5,690
|
New
|
|
|
1038
|
Boston Financial Management
Boston,
Massachusetts
|
$687K
|
-$238K
|
-2,145
|
-27%
|
|
|
1039
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$686K
|
-$55.4K
|
-500
|
-8%
|
|
|
1040
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$686K
|
-$9.53K
|
-86
|
-1%
|
|
|
1041
|
Brooks Moore & Associates
Chattanooga,
Tennessee
|
$685K
|
-$122K
|
-1,100
|
-16%
|
|
|
1042
|
KCS Wealth Advisory
Los Angeles,
California
|
$685K
|
+$30.6K
|
+276
|
+5%
|
|
|
1043
|
Barings
Charlotte,
North Carolina
|
$682K
|
-$1.7M
|
-15,338
|
-73%
|
|
|
1044
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$679K
|
-$877K
|
-7,921
|
-58%
|
|
|
1045
|
Shelton Capital Management
Denver,
Colorado
|
$678K
|
-$7.86M
|
-70,991
|
-93%
|
|
|
1046
|
Garde Capital
Seattle,
Washington
|
$674K
|
–
|
–
|
–
|
|
|
1047
|
Segall Bryant & Hamill
Chicago,
Illinois
|
$670K
|
-$11.1K
|
-100
|
-2%
|
|
|
1048
|
Magnus Financial Group
New York
|
$664K
|
+$7.42K
|
+67
|
+1%
|
|
|
1049
|
SteelPeak Wealth
Woodland Hills,
California
|
$664K
|
+$187K
|
+1,691
|
+44%
|
|
|
1050
|
Alhambra Investment Management
Palmetto Bay,
Florida
|
$662K
|
–
|
–
|
–
|
|
