|
1301
|
NorthRock Partners
Minneapolis,
Minnesota
|
$896K
|
-$1.66M
|
-16,018
|
-68%
|
|
|
1302
|
Avidian Wealth Enterprises
Houston,
Texas
|
$895K
|
+$33.1K
|
+319
|
+4%
|
|
|
1303
|
First City Capital Management
Savannah,
Georgia
|
$895K
|
-$9.55K
|
-92
|
-1%
|
|
|
1304
|
Steph & Co
Marinette,
Wisconsin
|
$893K
|
-$81.4K
|
-784
|
-9%
|
|
|
1305
|
Parsons Capital Management
Providence,
Rhode Island
|
$892K
|
-$41.5K
|
-400
|
-5%
|
|
|
1306
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$889K
|
-$143K
|
-1,373
|
-15%
|
|
|
1307
|
Jeppson Wealth Management
Manhattan Beach,
California
|
$887K
|
-$1.14K
|
-11
|
-0.1%
|
|
|
1308
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$884K
|
-$4.99K
|
-48
|
-0.6%
|
|
|
1309
|
Pekin Hardy Strauss
Chicago,
Illinois
|
$883K
|
+$786K
|
+7,565
|
New
|
|
|
1310
|
Delta Asset Management
Memphis,
Tennessee
|
$881K
|
–
|
–
|
–
|
|
|
1311
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$881K
|
+$10.9K
|
+105
|
+1%
|
|
|
1312
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$881K
|
-$20.9K
|
-201
|
-3%
|
|
|
1313
|
One Wealth Advisors
San Francisco,
California
|
$880K
|
-$9.66K
|
-93
|
-1%
|
|
|
1314
|
ArrowMark Colorado Holdings
Denver,
Colorado
|
$879K
|
-$571K
|
-5,500
|
-42%
|
|
|
1315
|
Hickory Point Bank & Trust
Decatur,
Illinois
|
$876K
|
–
|
–
|
–
|
|
|
1316
|
626 Financial
Portage,
Michigan
|
$874K
|
-$118K
|
-1,136
|
-13%
|
|
|
1317
|
Pursuit Wealth Management
Palm Beach Gardens,
Florida
|
$872K
|
+$776K
|
+7,476
|
New
|
|
|
1318
|
JM2 Capital
Edmond,
Oklahoma
|
$871K
|
+$775K
|
+7,463
|
New
|
|
|
1319
|
First Bancorp
Damariscotta,
Maine
|
$869K
|
-$75.3K
|
-725
|
-9%
|
|
|
1320
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$864K
|
–
|
–
|
–
|
|
|
1321
|
Zions Bancorporation, National Association
Salt Lake City,
Utah
|
$864K
|
+$99K
|
+953
|
+15%
|
|
|
1322
|
KCM Investment Advisors
Greenbrae,
California
|
$863K
|
-$89.3K
|
-860
|
-10%
|
|
|
1323
|
Oslo Pensjonsforsikring
Oslo,
|
$863K
|
–
|
–
|
–
|
|
|
1324
|
CVA Family Office
Denver,
Colorado
|
$860K
|
-$3.84K
|
-37
|
-0.5%
|
|
|
1325
|
Larry Mathis Financial Planning
Phoenix,
Arizona
|
$860K
|
+$765K
|
+7,367
|
New
|
|
