|
626
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$1.63M
|
-$346K
|
-3,773
|
-18%
|
|
|
627
|
Traub Capital Management
Needham,
Massachusetts
|
$1.63M
|
-$50.4K
|
-550
|
-3%
|
|
|
628
|
Advyzon Investment Management
Lisle,
Illinois
|
$1.62M
|
+$812K
|
+8,863
|
+101%
|
|
|
629
|
Serenus Wealth Advisors
Santa Monica,
California
|
$1.61M
|
+$6.23K
|
+68
|
+0.4%
|
|
|
630
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$1.59M
|
+$1.26M
|
+13,749
|
+385%
|
|
|
631
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$1.55M
|
-$7.18M
|
-78,327
|
-82%
|
|
|
632
|
GeoWealth Management
Chicago,
Illinois
|
$1.55M
|
+$1.2M
|
+13,066
|
+345%
|
|
|
633
|
SVB Wealth
Boston,
Massachusetts
|
$1.54M
|
-$660K
|
-7,208
|
-30%
|
|
|
634
|
Bank of New York Mellon
New York
|
$1.53M
|
-$16.4M
|
-178,844
|
-91%
|
|
|
635
|
Creekmur Asset Management
Morton,
Illinois
|
$1.52M
|
-$259K
|
-2,823
|
-15%
|
|
|
636
|
Ameliora Wealth Management
Zurich,
Switzerland
|
$1.48M
|
–
|
–
|
–
|
|
|
637
|
TLWM Financial
San Antonio,
Texas
|
$1.47M
|
-$1.88M
|
-20,545
|
-56%
|
|
|
638
|
NTV Asset Management
Charleston,
West Virginia
|
$1.45M
|
+$996K
|
+10,876
|
+220%
|
|
|
639
|
CX Institutional
Auburn,
Indiana
|
$1.45M
|
-$72M
|
-785,662
|
-98%
|
|
|
640
|
|
$1.43M
|
+$135K
|
+1,475
|
+10%
|
|
|
641
|
Pekin Hardy Strauss
Chicago,
Illinois
|
$1.42M
|
+$528K
|
+5,768
|
+59%
|
|
|
642
|
Eagle Global Advisors
Houston,
Texas
|
$1.42M
|
-$261K
|
-2,850
|
-16%
|
|
|
643
|
Certior Financial Group
King Of Prussia,
Pennsylvania
|
$1.42M
|
-$3.7M
|
-40,375
|
-72%
|
|
|
644
|
World Investment Advisors
Santa Barbara,
California
|
$1.4M
|
+$33.9K
|
+370
|
+2%
|
|
|
645
|
Black Swift Group
Boulder,
Colorado
|
$1.4M
|
+$1.4M
|
+15,250
|
New
|
|
|
646
|
Financial & Tax Architects
St Louis,
Missouri
|
$1.39M
|
-$39.3M
|
-428,941
|
-97%
|
|
|
647
|
Fourth Dimension Wealth
Middleburg Heights,
Ohio
|
$1.38M
|
-$49.9K
|
-545
|
-3%
|
|
|
648
|
US Bancorp
Minneapolis,
Minnesota
|
$1.38M
|
-$6.77M
|
-73,936
|
-83%
|
|
|
649
|
|
$1.38M
|
–
|
–
|
–
|
|
|
650
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$1.37M
|
-$304K
|
-3,316
|
-18%
|
|
