|
1001
|
Alpine Bank Wealth Management
Grand Junction,
Colorado
|
$1.62M
|
-$58K
|
-611
|
-3%
|
|
|
1002
|
Narus Financial Partners
Salt Lake City,
Utah
|
$1.62M
|
-$200K
|
-2,108
|
-11%
|
|
|
1003
|
Bitterroot Capital Advisors
Bozeman,
Montana
|
$1.62M
|
+$1.6M
|
+16,882
|
New
|
|
|
1004
|
Innova Wealth Partners
Newtown,
Pennsylvania
|
$1.62M
|
-$1.08M
|
-11,426
|
-40%
|
|
|
1005
|
Teachers Insurance & Annuity Association of America
New York
|
$1.62M
|
–
|
–
|
–
|
|
|
1006
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$1.62M
|
-$31.7K
|
-334
|
-2%
|
|
|
1007
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$1.61M
|
+$54.5K
|
+575
|
+4%
|
|
|
1008
|
Triasima Portfolio Management
Montreal,
Quebec, Canada
|
$1.61M
|
+$10.6K
|
+112
|
+0.7%
|
|
|
1009
|
Harbour Capital Advisors
Tysons Corner,
Virginia
|
$1.6M
|
-$73K
|
-770
|
-4%
|
|
|
1010
|
Michels Family Financial
Fort Worth,
Texas
|
$1.6M
|
+$50.8K
|
+536
|
+3%
|
|
|
1011
|
Riverbridge Partners
Minneapolis,
Minnesota
|
$1.6M
|
–
|
–
|
–
|
|
|
1012
|
MTM Investment Management
Spartanburg,
South Carolina
|
$1.59M
|
+$137K
|
+1,444
|
+10%
|
|
|
1013
|
Trust Point Inc
La Crosse,
Wisconsin
|
$1.59M
|
-$28.5K
|
-300
|
-2%
|
|
|
1014
|
Lyell Wealth Management
Menlo Park,
California
|
$1.59M
|
-$2.94K
|
-31
|
-0.2%
|
|
|
1015
|
Zhang Financial
Portage,
Michigan
|
$1.57M
|
+$18.8K
|
+198
|
+1%
|
|
|
1016
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$1.57M
|
+$56.4K
|
+595
|
+4%
|
|
|
1017
|
Equitable Trust
Nashville,
Tennessee
|
$1.57M
|
–
|
–
|
–
|
|
|
1018
|
|
$1.57M
|
-$21.3K
|
-225
|
-1%
|
|
|
1019
|
Hollencrest Capital Management
Newport Beach,
California
|
$1.57M
|
–
|
–
|
–
|
|
|
1020
|
ProVise Management Group
Clearwater,
Florida
|
$1.57M
|
-$20.9K
|
-220
|
-1%
|
|
|
1021
|
FDx Advisors
Chicago,
Illinois
|
$1.56M
|
-$513K
|
-5,406
|
-25%
|
|
|
1022
|
Well Done LLC
Holland,
Michigan
|
$1.56M
|
–
|
–
|
–
|
|
|
1023
|
Granite Harbor Advisors
Houston,
Texas
|
$1.56M
|
+$16.1K
|
+170
|
+1%
|
|
|
1024
|
1607 Capital Partners
Richmond,
Virginia
|
$1.55M
|
+$1.53M
|
+16,150
|
New
|
|
|
1025
|
Hickory Point Bank & Trust
Decatur,
Illinois
|
$1.55M
|
+$90.5K
|
+954
|
+6%
|
|
