|
1701
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$1.09M
|
+$100K
|
+881
|
+10%
|
|
|
1702
|
Harrell Investment Partners
Austin,
Texas
|
$1.09M
|
-$2.16K
|
-19
|
-0.2%
|
|
|
1703
|
Prudent Man Advisors
Naperville,
Illinois
|
$1.09M
|
-$187K
|
-1,643
|
-15%
|
|
|
1704
|
Altavista Wealth Management
Asheville,
North Carolina
|
$1.09M
|
+$8.52K
|
+75
|
+0.8%
|
|
|
1705
|
Golden State Wealth Management
Santa Ana,
California
|
$1.09M
|
+$271K
|
+2,384
|
+35%
|
|
|
1706
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$1.09M
|
–
|
–
|
–
|
|
|
1707
|
Bourgeon Capital Management
Darien,
Connecticut
|
$1.08M
|
+$32.6K
|
+287
|
+3%
|
|
|
1708
|
Oak Family Advisors
Chicago,
Illinois
|
$1.08M
|
+$252K
|
+2,220
|
+32%
|
|
|
1709
|
Valmark Advisers
Akron,
Ohio
|
$1.08M
|
+$192K
|
+1,689
|
+23%
|
|
|
1710
|
StrongBox Wealth
Lee's Summit,
Missouri
|
$1.08M
|
+$524K
|
+4,612
|
+101%
|
|
|
1711
|
Fosun International
Hong Kong,
China
|
$1.08M
|
+$357K
|
+3,140
|
+52%
|
|
|
1712
|
Meristem Family Wealth
Minnetonka,
Minnesota
|
$1.08M
|
+$45.3K
|
+399
|
+5%
|
|
|
1713
|
Mitchell & Pahl Private Wealth
Oklahoma City,
Oklahoma
|
$1.08M
|
+$68.2K
|
+600
|
+7%
|
|
|
1714
|
SkyOak Wealth
Southfield,
Michigan
|
$1.07M
|
+$385K
|
+3,386
|
+59%
|
|
|
1715
|
Walker Asset Management
Verona,
Missouri
|
$1.07M
|
+$1.04M
|
+9,128
|
New
|
|
|
1716
|
Adalta Capital Management
New York
|
$1.07M
|
–
|
–
|
–
|
|
|
1717
|
Washington Trust Advisors
Wellesley,
Massachusetts
|
$1.07M
|
+$1.03M
|
+9,086
|
New
|
|
|
1718
|
Lyell Wealth Management
Menlo Park,
California
|
$1.07M
|
-$33.4K
|
-294
|
-3%
|
|
|
1719
|
Citizens & Northern Corp
Wellsboro,
Pennsylvania
|
$1.06M
|
-$121K
|
-1,069
|
-11%
|
|
|
1720
|
Firestone Capital Management
Coral Gables,
Florida
|
$1.06M
|
–
|
–
|
–
|
|
|
1721
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$1.06M
|
-$162K
|
-1,429
|
-14%
|
|
|
1722
|
Cooper Financial Group
Irvine,
California
|
$1.06M
|
-$27.5K
|
-242
|
-3%
|
|
|
1723
|
Needham Investment Management
New York
|
$1.06M
|
–
|
–
|
–
|
|
|
1724
|
Herbst Group
Westport,
Connecticut
|
$1.06M
|
+$1.02M
|
+9,000
|
New
|
|
|
1725
|
Boston Research & Management
Manchester,
Massachusetts
|
$1.05M
|
–
|
–
|
–
|
|
