|
1051
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$1.41M
|
+$113K
|
+1,014
|
+9%
|
|
|
1052
|
WP Advisors
San Francisco,
California
|
$1.41M
|
+$6.47K
|
+58
|
+0.5%
|
|
|
1053
|
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
$1.4M
|
-$1.04M
|
-9,325
|
-43%
|
|
|
1054
|
Westwood Holdings Group
Dallas,
Texas
|
$1.39M
|
-$345K
|
-3,093
|
-20%
|
|
|
1055
|
Howland Capital Management
Boston,
Massachusetts
|
$1.39M
|
+$34.2K
|
+307
|
+3%
|
|
|
1056
|
Flagship Private Wealth
Woburn,
Massachusetts
|
$1.39M
|
+$23.1K
|
+207
|
+2%
|
|
|
1057
|
Beam Wealth Advisors
Covington,
Louisiana
|
$1.38M
|
-$10.2K
|
-91
|
-0.7%
|
|
|
1058
|
New York Life Investment Management
New York
|
$1.38M
|
-$404K
|
-3,620
|
-23%
|
|
|
1059
|
Novak Financial Planning
Bel Air,
Maryland
|
$1.38M
|
-$90.8K
|
-814
|
-6%
|
|
|
1060
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$1.36M
|
-$2.79K
|
-25
|
-0.2%
|
|
|
1061
|
Hohimer Wealth Management
Seattle,
Washington
|
$1.35M
|
+$104K
|
+936
|
+8%
|
|
|
1062
|
Meridian Investment Counsel
Lafayette,
California
|
$1.35M
|
–
|
–
|
–
|
|
|
1063
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$1.35M
|
+$46.2K
|
+414
|
+4%
|
|
|
1064
|
American State Bank (Iowa)
Sioux Center,
Iowa
|
$1.35M
|
+$195K
|
+1,745
|
+17%
|
|
|
1065
|
Segall Bryant & Hamill
Chicago,
Illinois
|
$1.33M
|
+$46.5K
|
+417
|
+4%
|
|
|
1066
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
$1.33M
|
-$215K
|
-1,924
|
-14%
|
|
|
1067
|
LifeSteps Financial
Claremont,
California
|
$1.33M
|
+$365K
|
+3,269
|
+38%
|
|
|
1068
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$1.33M
|
-$57.2K
|
-513
|
-4%
|
|
|
1069
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$1.33M
|
+$1.56K
|
+14
|
+0.1%
|
|
|
1070
|
Hollencrest Capital Management
Newport Beach,
California
|
$1.32M
|
-$16.2K
|
-145
|
-1%
|
|
|
1071
|
Harbor Advisory Corp
Portsmouth,
New Hampshire
|
$1.32M
|
–
|
–
|
–
|
|
|
1072
|
J.W. Coons Advisors
Columbus,
Ohio
|
$1.31M
|
-$357K
|
-3,199
|
-22%
|
|
|
1073
|
Strategy Asset Managers
Pasadena,
California
|
$1.31M
|
+$190K
|
+1,704
|
+17%
|
|
|
1074
|
Journey Advisory Group
Covington,
Kentucky
|
$1.31M
|
+$373K
|
+3,348
|
+41%
|
|
|
1075
|
Thomasville National Bank
Thomasville,
Georgia
|
$1.31M
|
-$689K
|
-6,181
|
-35%
|
|
