|
1401
|
CX Institutional
Auburn,
Indiana
|
$1.01M
|
+$115K
|
+3,892
|
+12%
|
|
|
1402
|
Mill Capital Management
Concord,
North Carolina
|
$1M
|
–
|
–
|
–
|
|
|
1403
|
Tilt Investment Management Holdings
New York
|
$1,000K
|
–
|
–
|
–
|
|
|
1404
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$996K
|
-$27.8K
|
-938
|
-3%
|
|
|
1405
|
IFG Advisory
Atlanta,
Georgia
|
$994K
|
-$48.8K
|
-1,650
|
-4%
|
|
|
1406
|
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
$993K
|
–
|
–
|
–
|
|
|
1407
|
Blue Edge Capital
Richmond,
Virginia
|
$987K
|
+$1.75K
|
+59
|
+0.2%
|
|
|
1408
|
Geneos Wealth Management
Englewood,
Colorado
|
$985K
|
+$33.2K
|
+1,123
|
+3%
|
|
|
1409
|
TLWM Financial
San Antonio,
Texas
|
$985K
|
+$31.7K
|
+1,071
|
+3%
|
|
|
1410
|
Aspen Investment Management
Grand Rapids,
Michigan
|
$985K
|
+$54K
|
+1,825
|
+5%
|
|
|
1411
|
Wealth Management Associates
Cherry Hill,
New Jersey
|
$985K
|
+$13.9K
|
+471
|
+1%
|
|
|
1412
|
Fee-Only Financial Planning
Okatie,
South Carolina
|
$983K
|
–
|
–
|
–
|
|
|
1413
|
Curated Wealth Partners
El Segundo,
California
|
$982K
|
-$56.5K
|
-1,909
|
-5%
|
|
|
1414
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$981K
|
-$33.5K
|
-1,133
|
-3%
|
|
|
1415
|
Kiley Juergens Wealth Management
Olympia,
Washington
|
$980K
|
-$61.3K
|
-2,073
|
-5%
|
|
|
1416
|
Edge Wealth Management
New York
|
$979K
|
-$193K
|
-6,512
|
-15%
|
|
|
1417
|
Princeton Capital Management
Red Bank,
New Jersey
|
$979K
|
-$7.69K
|
-260
|
-0.7%
|
|
|
1418
|
Epacria Capital Partners
Boulder,
Colorado
|
$977K
|
–
|
–
|
–
|
|
|
1419
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$975K
|
-$174K
|
-5,865
|
-14%
|
|
|
1420
|
SignalPoint Asset Management
Springfield,
Missouri
|
$973K
|
+$9.7K
|
+328
|
+0.9%
|
|
|
1421
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$967K
|
-$206K
|
-6,959
|
-16%
|
|
|
1422
|
Buttonwood Financial Advisors
Baltimore,
Maryland
|
$967K
|
-$5.3K
|
-179
|
-0.5%
|
|
|
1423
|
Cape Ann Savings Bank
Glocuster,
Massachusetts
|
$966K
|
-$30.3K
|
-1,025
|
-3%
|
|
|
1424
|
Circle Wealth Management
Summit,
New Jersey
|
$964K
|
+$17.2K
|
+582
|
+2%
|
|
|
1425
|
West Branch Capital
Amherst,
Massachusetts
|
$962K
|
+$178
|
+6
|
+0%
|
|
