|
1701
|
Alteri Wealth
Westlake Village,
California
|
$1.38M
|
+$479K
|
+862
|
+56%
|
|
|
1702
|
BSW Wealth Partners
Boulder,
Colorado
|
$1.38M
|
-$48.4K
|
-87
|
-3%
|
|
|
1703
|
Wellspring Financial Advisors
Cleveland,
Ohio
|
$1.38M
|
+$1.03M
|
+1,850
|
+331%
|
|
|
1704
|
Harris Associates
Chicago,
Illinois
|
$1.38M
|
–
|
–
|
–
|
|
|
1705
|
71 West Capital Partners
Boston,
Massachusetts
|
$1.37M
|
+$1.33M
|
+2,400
|
New
|
|
|
1706
|
Caption Management
Oklahoma City,
Oklahoma
|
$1.37M
|
+$1.33M
|
+2,400
|
New
|
|
|
1707
|
North Star Asset Management
Neenah,
Wisconsin
|
$1.37M
|
+$55.6K
|
+100
|
+4%
|
|
|
1708
|
AAFMAA Wealth Management & Trust
Fayetteville,
North Carolina
|
$1.37M
|
-$761K
|
-1,370
|
-36%
|
|
|
1709
|
Seelaus Asset Management
Chatham,
New Jersey
|
$1.37M
|
-$41.7K
|
-75
|
-3%
|
|
|
1710
|
Independence Bank of Kentucky
Owensboro,
Kentucky
|
$1.37M
|
+$91.2K
|
+164
|
+7%
|
|
|
1711
|
Sompo Asset Management
Tokyo,
Japan
|
$1.36M
|
-$38.9K
|
-70
|
-3%
|
|
|
1712
|
SJS Investment Consulting
Sylvania,
Ohio
|
$1.36M
|
+$30.6K
|
+55
|
+2%
|
|
|
1713
|
Astoria Portfolio Advisors
New York
|
$1.36M
|
+$141K
|
+254
|
+16%
|
|
|
1714
|
Capital Planning Advisors
Roseville,
California
|
$1.36M
|
-$109K
|
-196
|
-8%
|
|
|
1715
|
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
$1.36M
|
+$108K
|
+195
|
+9%
|
|
|
1716
|
Fortem Financial Group
Palm Desert,
California
|
$1.36M
|
+$335K
|
+603
|
+34%
|
|
|
1717
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$1.35M
|
+$1.31M
|
+2,365
|
New
|
|
|
1718
|
Lincoln Capital
Lincoln,
Nebraska
|
$1.35M
|
–
|
–
|
–
|
|
|
1719
|
Waycross Partners
Louisville,
Kentucky
|
$1.35M
|
-$195K
|
-350
|
-13%
|
|
|
1720
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
$1.34M
|
+$419K
|
+754
|
+47%
|
|
|
1721
|
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
|
$1.34M
|
-$67.3K
|
-121
|
-5%
|
|
|
1722
|
Campbell & Co Investment Adviser
Baltimore,
Maryland
|
$1.34M
|
+$1.3M
|
+2,341
|
New
|
|
|
1723
|
REDW Wealth
Albuquerque,
New Mexico
|
$1.34M
|
-$45K
|
-81
|
-3%
|
|
|
1724
|
CDM Financial Counseling Services
Norwich,
Connecticut
|
$1.34M
|
+$1.3M
|
+2,335
|
New
|
|
|
1725
|
United Asset Strategies
Garden City,
New York
|
$1.34M
|
-$73.4K
|
-132
|
-5%
|
|
