|
1051
|
Univest Financial
Souderton,
Pennsylvania
|
$2.59M
|
+$824K
|
+7,161
|
+49%
|
|
|
1052
|
Busey Bank
Urbana,
Illinois
|
$2.57M
|
+$350K
|
+3,046
|
+16%
|
|
|
1053
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$2.56M
|
+$96.1K
|
+836
|
+4%
|
|
|
1054
|
Foundation Wealth Management (Pennsylvania)
Media,
Pennsylvania
|
$2.55M
|
-$201K
|
-1,752
|
-8%
|
|
|
1055
|
My Personal CFO LLC
Vancouver,
Washington
|
$2.55M
|
+$2.47M
|
+21,457
|
New
|
|
|
1056
|
Quest 10 Wealth Builders
Fuquay-Varina,
Virginia
|
$2.55M
|
-$29.1K
|
-253
|
-1%
|
|
|
1057
|
McGlone Suttner Wealth Management
Appleton,
Wisconsin
|
$2.55M
|
-$30.5K
|
-265
|
-1%
|
|
|
1058
|
Kingswood Wealth Advisors
San Diego,
California
|
$2.54M
|
+$403K
|
+3,500
|
+20%
|
|
|
1059
|
TruNorth Capital Management
Kalamazoo,
Michigan
|
$2.53M
|
+$64.2K
|
+558
|
+3%
|
|
|
1060
|
Zacks Investment Management
Chicago,
Illinois
|
$2.51M
|
-$654K
|
-5,684
|
-21%
|
|
|
1061
|
Tanaka Capital Management
New York
|
$2.5M
|
+$16.6M
|
+144,334
|
New
|
|
|
1062
|
Independent Family Office
Albany,
New York
|
$2.5M
|
+$369K
|
+3,208
|
+18%
|
|
|
1063
|
Barclays
London,
United Kingdom
|
$2.5M
|
-$962K
|
-8,362
|
-28%
|
|
|
1064
|
Pines Wealth Management
Southern Pines,
North Carolina
|
$2.5M
|
–
|
–
|
–
|
|
|
1065
|
Invera Wealth Advisors
Bend,
Oregon
|
$2.5M
|
-$1.96K
|
-17
|
-0.1%
|
|
|
1066
|
Goldstone Financial Group
Oakbrook Terrace,
Illinois
|
$2.49M
|
-$585K
|
-5,090
|
-20%
|
|
|
1067
|
CM Wealth Advisors
Beachwood,
Ohio
|
$2.49M
|
+$25.1K
|
+218
|
+1%
|
|
|
1068
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$2.49M
|
-$72.6K
|
-631
|
-3%
|
|
|
1069
|
Novem Group
Rochester,
New York
|
$2.49M
|
-$27.6K
|
-240
|
-1%
|
|
|
1070
|
Arvest Bank Trust Division
Dewey,
Oklahoma
|
$2.47M
|
-$121K
|
-1,049
|
-5%
|
|
|
1071
|
Family Office Research
Bethesda,
Maryland
|
$2.46M
|
+$56.1K
|
+488
|
+2%
|
|
|
1072
|
Coppell Advisory Solutions
Coppell,
Texas
|
$2.46M
|
+$238K
|
+2,071
|
+11%
|
|
|
1073
|
ViaWealth
Leawood,
Kansas
|
$2.46M
|
-$10K
|
-87
|
-0.4%
|
|
|
1074
|
Secure Asset Management
Troy,
Michigan
|
$2.46M
|
-$150K
|
-1,301
|
-6%
|
|
|
1075
|
RoundAngle Advisors
Red Bank,
New Jersey
|
$2.45M
|
-$7.82K
|
-68
|
-0.3%
|
|
