|
1301
|
Journey Retirement Planning & Investment Management
Ammon,
Idaho
|
$707K
|
+$89.1K
|
+706
|
+14%
|
|
|
1302
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$706K
|
+$43.8K
|
+347
|
+7%
|
|
|
1303
|
First Financial Bank - Trust Division
Hamilton,
Ohio
|
$706K
|
+$31.4K
|
+249
|
+5%
|
|
|
1304
|
Financial Security Advisor
Virginia Beach,
Virginia
|
$706K
|
-$115K
|
-909
|
-14%
|
|
|
1305
|
SageView Advisory Group
Newport Beach,
California
|
$704K
|
-$13.1K
|
-104
|
-2%
|
|
|
1306
|
Palisade Capital Management
Fort Lee,
New Jersey
|
$701K
|
+$20.4K
|
+162
|
+3%
|
|
|
1307
|
Palogic Value Management
Dallas,
Texas
|
$701K
|
–
|
–
|
–
|
|
|
1308
|
Independence Bank of Kentucky
Owensboro,
Kentucky
|
$700K
|
-$3.53K
|
-28
|
-0.5%
|
|
|
1309
|
E&G Advisors
Houston,
Texas
|
$697K
|
–
|
–
|
–
|
|
|
1310
|
NorthRock Partners
Minneapolis,
Minnesota
|
$697K
|
-$52.1K
|
-413
|
-7%
|
|
|
1311
|
Kera Capital Partners
San Jose,
California
|
$696K
|
+$340K
|
+2,699
|
+97%
|
|
|
1312
|
Trivium Point Advisory
Westport,
Connecticut
|
$695K
|
-$98.4K
|
-780
|
-12%
|
|
|
1313
|
GSA Capital Partners
London,
United Kingdom
|
$695K
|
+$693K
|
+5,490
|
New
|
|
|
1314
|
CVA Family Office
Denver,
Colorado
|
$693K
|
+$1.01K
|
+8
|
+0.1%
|
|
|
1315
|
Decker Wealth Management LLC
Nashville,
Tennessee
|
$693K
|
–
|
–
|
–
|
|
|
1316
|
Kassira Wealth Management
Knoxville,
Tennessee
|
$689K
|
+$145K
|
+1,148
|
+27%
|
|
|
1317
|
PCM Encore
Aspen,
Colorado
|
$686K
|
-$8.96K
|
-71
|
-1%
|
|
|
1318
|
Live Oak Investment Partners
Austin,
Texas
|
$686K
|
+$23.1K
|
+183
|
+3%
|
|
|
1319
|
Freestone Capital Holdings
Seattle,
Washington
|
$683K
|
-$60.9K
|
-483
|
-8%
|
|
|
1320
|
Crewe Advisors
Salt Lake City,
Utah
|
$682K
|
+$3.78K
|
+30
|
+0.6%
|
|
|
1321
|
Visionary Horizons
Knoxville,
Tennessee
|
$682K
|
-$56.4K
|
-447
|
-8%
|
|
|
1322
|
Cordatus Wealth Management
Newtown,
Pennsylvania
|
$678K
|
+$3.15K
|
+25
|
+0.5%
|
|
|
1323
|
Members Trust
Tampa,
Florida
|
$678K
|
-$12.6K
|
-100
|
-2%
|
|
|
1324
|
Guyasuta Investment Advisors
Pittsburgh,
Pennsylvania
|
$677K
|
-$30.4K
|
-241
|
-4%
|
|
|
1325
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$675K
|
+$65.1K
|
+516
|
+11%
|
|
