|
526
|
Optimum Investment Advisors
Chicago,
Illinois
|
$1.13M
|
–
|
–
|
–
|
|
|
527
|
Fort Point Capital Partners
San Francisco,
California
|
$1.11M
|
+$105K
|
+1,747
|
+11%
|
|
|
528
|
Essex Savings Bank
Essex,
Connecticut
|
$1.11M
|
–
|
–
|
–
|
|
|
529
|
Talon Private Wealth
The Villages,
Florida
|
$1.1M
|
+$1.06M
|
+17,582
|
New
|
|
|
530
|
Commonwealth Financial Services
Vienna,
West Virginia
|
$1.1M
|
-$5.18K
|
-86
|
-0.5%
|
|
|
531
|
GSB Wealth Management
Guilford,
Connecticut
|
$1.09M
|
+$8.86K
|
+147
|
+0.9%
|
|
|
532
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$1.08M
|
-$10.5K
|
-174
|
-1%
|
|
|
533
|
Ruggaard & Associates
Hudson,
Ohio
|
$1.08M
|
+$303K
|
+5,019
|
+41%
|
|
|
534
|
Sequent Planning
Omaha,
Nebraska
|
$1.08M
|
+$68.8K
|
+1,142
|
+7%
|
|
|
535
|
SouthState Corp
Winter Haven,
Florida
|
$1.07M
|
+$122K
|
+2,032
|
+14%
|
|
|
536
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$1.06M
|
+$241K
|
+3,991
|
+31%
|
|
|
537
|
Midland Wealth Advisors
Effingham,
Illinois
|
$1.05M
|
-$308K
|
-5,104
|
-23%
|
|
|
538
|
Private Trust Company
Cleveland,
Ohio
|
$1.05M
|
+$77.6K
|
+1,288
|
+8%
|
|
|
539
|
Mosaic Financial Group
Chicago,
Illinois
|
$1.04M
|
-$89.6K
|
-1,487
|
-8%
|
|
|
540
|
CGC Financial Services
Lake Oswego,
Oregon
|
$1.04M
|
-$50.9K
|
-845
|
-5%
|
|
|
541
|
Atwater Malick
Lancaster,
Pennsylvania
|
$1.04M
|
+$96.6K
|
+1,602
|
+11%
|
|
|
542
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$1.03M
|
+$117K
|
+1,945
|
+14%
|
|
|
543
|
Curi RMB Capital
Chicago,
Illinois
|
$1.02M
|
-$81.6K
|
-1,353
|
-8%
|
|
|
544
|
Paladin Advisory Group
Clive,
Iowa
|
$1.02M
|
-$964
|
-16
|
-0.1%
|
|
|
545
|
Oxford Financial Group
Carmel,
Indiana
|
$1.01M
|
–
|
–
|
–
|
|
|
546
|
Koshinski Asset Management
Decatur,
Illinois
|
$1.01M
|
+$638K
|
+10,576
|
+189%
|
|
|
547
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.01M
|
-$587K
|
-9,739
|
-38%
|
|
|
548
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$995K
|
+$641K
|
+10,635
|
+165%
|
|
|
549
|
Inscription Capital
Houston,
Texas
|
$991K
|
–
|
–
|
–
|
|
|
550
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$983K
|
-$25.3K
|
-420
|
-3%
|
|
