|
601
|
Chesley Taft & Associates
Chicago,
Illinois
|
$2.5M
|
+$1.29M
|
+18,225
|
+116%
|
|
|
602
|
Steel Grove Capital Advisors
Memphis,
Tennessee
|
$2.5M
|
-$1.67M
|
-23,666
|
-41%
|
|
|
603
|
Apollon Financial
Mount Pleasant,
South Carolina
|
$2.5M
|
+$2.4M
|
+33,927
|
New
|
|
|
604
|
J.W. Burns & Co
Dewitt,
New York
|
$2.49M
|
-$150K
|
-2,131
|
-6%
|
|
|
605
|
Eagle Bay Advisors
New York
|
$2.48M
|
-$826K
|
-11,705
|
-26%
|
|
|
606
|
Single Point Partners
Boston,
Massachusetts
|
$2.48M
|
-$238K
|
-3,373
|
-9%
|
|
|
607
|
Barden Capital Management
Austin,
Texas
|
$2.48M
|
–
|
–
|
–
|
|
|
608
|
Red Wave Investments
Dillsburg,
Pennsylvania
|
$2.46M
|
-$613K
|
-8,678
|
-21%
|
|
|
609
|
Prosperity Planning
Kansas City,
Missouri
|
$2.46M
|
–
|
–
|
–
|
|
|
610
|
Univest Financial
Souderton,
Pennsylvania
|
$2.45M
|
+$2.36M
|
+33,378
|
New
|
|
|
611
|
Saxony Capital Management
St. Louis,
Missouri
|
$2.45M
|
+$2.35M
|
+33,254
|
New
|
|
|
612
|
Evergreen Capital Management
Bellevue,
Washington
|
$2.44M
|
-$5.51K
|
-78
|
-0.2%
|
|
|
613
|
CFO4Life Group
Coppell,
Texas
|
$2.44M
|
+$385K
|
+5,453
|
+20%
|
|
|
614
|
Clear Creek Financial Management
Silverdale,
Washington
|
$2.44M
|
-$3.07M
|
-43,475
|
-57%
|
|
|
615
|
One Wealth Management Investment & Advisory Services
Miami Beach,
Florida
|
$2.43M
|
+$2.33M
|
+33,065
|
New
|
|
|
616
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$2.43M
|
+$661K
|
+9,367
|
+40%
|
|
|
617
|
Leeward Financial Partners
Bellevue,
Washington
|
$2.42M
|
-$145K
|
-2,054
|
-6%
|
|
|
618
|
GeoWealth Management
Chicago,
Illinois
|
$2.41M
|
-$265K
|
-3,758
|
-10%
|
|
|
619
|
Evensky & Katz
Coral Gables,
Florida
|
$2.4M
|
+$126K
|
+1,785
|
+6%
|
|
|
620
|
Frontier Asset Management
Sheridan,
Wyoming
|
$2.4M
|
+$163K
|
+2,312
|
+8%
|
|
|
621
|
Raymond James Trust
St. Petersburg,
Florida
|
$2.39M
|
+$33.2K
|
+470
|
+1%
|
|
|
622
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
$2.37M
|
+$2.27M
|
+32,188
|
New
|
|
|
623
|
Koshinski Asset Management
Decatur,
Illinois
|
$2.37M
|
-$1.37M
|
-19,365
|
-38%
|
|
|
624
|
Fagan Associates
Troy,
New York
|
$2.35M
|
-$55.6K
|
-787
|
-2%
|
|
|
625
|
Congress Wealth Management
Boston,
Massachusetts
|
$2.34M
|
+$119K
|
+1,687
|
+6%
|
|
