|
801
|
Wealthspire Advisors (New York)
New York
|
$901K
|
+$467K
|
+8,090
|
+155%
|
|
|
802
|
Wealth Alliance
Mellville,
New York
|
$886K
|
+$692
|
+12
|
+0.1%
|
|
|
803
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$885K
|
+$98.7K
|
+1,711
|
+15%
|
|
|
804
|
Parcion Private Wealth
Bellevue,
Washington
|
$883K
|
+$6.29K
|
+109
|
+0.9%
|
|
|
805
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$883K
|
+$109K
|
+1,887
|
+17%
|
|
|
806
|
Duff & Phelps Investment Management
Chicago,
Illinois
|
$881K
|
-$19.2K
|
-333
|
-2%
|
|
|
807
|
Palisade Asset Management
Minneapolis,
Minnesota
|
$880K
|
-$21.4K
|
-370
|
-3%
|
|
|
808
|
Stableford Capital II
Scottsdale,
Arizona
|
$878K
|
-$33.1K
|
-574
|
-5%
|
|
|
809
|
Jupiter Wealth Management
Glendale,
Colorado
|
$876K
|
–
|
–
|
–
|
|
|
810
|
Courier Capital
Buffalo,
New York
|
$872K
|
–
|
–
|
–
|
|
|
811
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$870K
|
-$48.4K
|
-839
|
-6%
|
|
|
812
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$866K
|
+$10.3K
|
+178
|
+1%
|
|
|
813
|
Corient Capital Partners
Newport Beach,
California
|
$866K
|
+$44.4K
|
+769
|
+6%
|
|
|
814
|
Home Federal Bank of Tennessee
Knoxville,
Tennessee
|
$864K
|
–
|
–
|
–
|
|
|
815
|
MidWestOne Financial Group
Iowa City,
Iowa
|
$863K
|
-$66.5K
|
-1,152
|
-8%
|
|
|
816
|
Perpetual Investment Management
Sydney,
Australia
|
$861K
|
–
|
–
|
–
|
|
|
817
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$857K
|
-$4.39K
|
-76
|
-0.6%
|
|
|
818
|
Pointe Capital Management
Grosse Pointe Farms,
Michigan
|
$853K
|
+$97.8K
|
+1,694
|
+16%
|
|
|
819
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$845K
|
+$82.9K
|
+1,436
|
+13%
|
|
|
820
|
Bank of New Hampshire
Laconia,
New Hampshire
|
$844K
|
–
|
–
|
–
|
|
|
821
|
CFO4Life Group
Coppell,
Texas
|
$841K
|
+$60K
|
+1,040
|
+9%
|
|
|
822
|
Greenwood Capital Associates
Greenwood,
South Carolina
|
$840K
|
-$332K
|
-5,761
|
-32%
|
|
|
823
|
Optimal Asset Management
Los Altos,
California
|
$840K
|
+$1.5K
|
+26
|
+0.2%
|
|
|
824
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$839K
|
-$278K
|
-4,820
|
-28%
|
|
|
825
|
Arete Wealth Advisors
Chicago,
Illinois
|
$838K
|
-$45.1K
|
-781
|
-6%
|
|
