|
926
|
Private Trust Company
Cleveland,
Ohio
|
$432K
|
+$434K
|
+2,309
|
New
|
|
|
927
|
Zhang Financial
Portage,
Michigan
|
$430K
|
–
|
–
|
–
|
|
|
928
|
Xponance
Philadelphia,
Pennsylvania
|
$429K
|
-$119K
|
-632
|
-22%
|
|
|
929
|
Thrive Wealth Management
Audubon,
Pennsylvania
|
$429K
|
+$426K
|
+2,264
|
New
|
|
|
930
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$427K
|
+$63.8K
|
+339
|
+18%
|
|
|
931
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$427K
|
–
|
–
|
–
|
|
|
932
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$427K
|
-$5.64K
|
-30
|
-1%
|
|
|
933
|
Monument Capital Management
Alexandria,
Virginia
|
$425K
|
+$59.2K
|
+315
|
+16%
|
|
|
934
|
Opal Wealth Advisors
Jericho,
New York
|
$422K
|
+$5.46K
|
+29
|
+1%
|
|
|
935
|
DeDora Capital
Napa,
California
|
$422K
|
-$1.32K
|
-7
|
-0.3%
|
|
|
936
|
Certuity
North Palm Beach,
Florida
|
$420K
|
-$26.9K
|
-143
|
-6%
|
|
|
937
|
Range Advisory
Mclean,
Virginia
|
$418K
|
+$175K
|
+928
|
+73%
|
|
|
938
|
GDS Wealth Management
Flower Mound,
Texas
|
$418K
|
+$415K
|
+2,205
|
New
|
|
|
939
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$418K
|
-$19.6K
|
-104
|
-5%
|
|
|
940
|
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
|
$415K
|
-$8.65K
|
-46
|
-2%
|
|
|
941
|
Chevy Chase Trust
Bethesda,
Maryland
|
$415K
|
+$68.7K
|
+365
|
+20%
|
|
|
942
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$414K
|
-$22.4K
|
-119
|
-5%
|
|
|
943
|
Pines Wealth Management
Southern Pines,
North Carolina
|
$413K
|
-$60.9K
|
-324
|
-13%
|
|
|
944
|
EJMK Ventures
Itasca,
Illinois
|
$411K
|
-$213K
|
-1,130
|
-34%
|
|
|
945
|
Keenan LLC
Boston,
Massachusetts
|
$410K
|
-$19.4K
|
-103
|
-5%
|
|
|
946
|
Drive Wealth Management
Lehi,
Utah
|
$409K
|
+$61.7K
|
+328
|
+18%
|
|
|
947
|
Thompson Siegel & Walmsley
Richmond,
Virginia
|
$408K
|
–
|
–
|
–
|
|
|
948
|
Baker Avenue Asset Management
San Francisco,
California
|
$407K
|
+$404K
|
+2,147
|
New
|
|
|
949
|
Lynx Investment Advisory
Washington, Dc,
District of Columbia
|
$407K
|
+$169K
|
+898
|
+72%
|
|
|
950
|
Frederick Financial Consultants
Frederick,
Maryland
|
$407K
|
+$403K
|
+2,144
|
New
|
|
