|
1101
|
ProVise Management Group
Clearwater,
Florida
|
$230K
|
+$188K
|
+3,600
|
New
|
|
|
1102
|
Quintet Private Bank (Europe)
Luxembourg
|
$226K
|
-$38.7K
|
-740
|
-17%
|
|
|
1103
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$225K
|
+$162K
|
+3,100
|
New
|
|
|
1104
|
Riverwater Partners
Milwaukee,
Wisconsin
|
$225K
|
+$184K
|
+3,520
|
New
|
|
|
1105
|
HeadInvest LLC
Portland,
Maine
|
$223K
|
+$20.9K
|
+400
|
+13%
|
|
|
1106
|
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
|
$223K
|
+$130K
|
+2,476
|
+241%
|
|
|
1107
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$223K
|
+$183K
|
+3,492
|
New
|
|
|
1108
|
PDS Planning
Dublin,
Ohio
|
$223K
|
+$183K
|
+3,492
|
New
|
|
|
1109
|
Evergreen Capital Management
Bellevue,
Washington
|
$221K
|
+$182K
|
+3,468
|
New
|
|
|
1110
|
Patron Partners
Houston,
Texas
|
$221K
|
+$181K
|
+3,460
|
New
|
|
|
1111
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$220K
|
+$164K
|
+3,140
|
+1,047%
|
|
|
1112
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$219K
|
+$180K
|
+3,436
|
New
|
|
|
1113
|
Baystate Wealth Management
Boston,
Massachusetts
|
$219K
|
+$44.4K
|
+848
|
+33%
|
|
|
1114
|
Driehaus Capital Management
Chicago,
Illinois
|
$218K
|
+$178K
|
+3,408
|
New
|
|
|
1115
|
Premier Path Wealth Partners
Madison,
New Jersey
|
$218K
|
+$178K
|
+3,408
|
New
|
|
|
1116
|
Tyche Wealth Partners
Plano,
Texas
|
$217K
|
+$178K
|
+3,404
|
New
|
|
|
1117
|
Delta Asset Management
Memphis,
Tennessee
|
$217K
|
–
|
–
|
–
|
|
|
1118
|
CreativeOne Wealth
Overland Park,
Kansas
|
$217K
|
+$178K
|
+3,400
|
New
|
|
|
1119
|
Axxcess Wealth Management
Carlsbad,
California
|
$217K
|
+$178K
|
+3,396
|
New
|
|
|
1120
|
Balentine LLC
Atlanta,
Georgia
|
$217K
|
+$178K
|
+3,396
|
New
|
|
|
1121
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$217K
|
+$178K
|
+3,396
|
New
|
|
|
1122
|
&Partners
Nashville,
Tennessee
|
$214K
|
+$176K
|
+3,352
|
New
|
|
|
1123
|
Allred Capital Management
Dallas,
Texas
|
$214K
|
+$175K
|
+3,348
|
New
|
|
|
1124
|
Intrua Financial
Houston,
Texas
|
$212K
|
+$174K
|
+3,324
|
New
|
|
|
1125
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$212K
|
+$174K
|
+3,316
|
New
|
|
