|
1401
|
Alta Advisers
London,
United Kingdom
|
$655K
|
–
|
–
|
–
|
|
|
1402
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$654K
|
+$37.9K
|
+75
|
+6%
|
|
|
1403
|
Generali Investments CEE
Prague,
Czech Republic
|
$653K
|
-$66.8K
|
-132
|
-9%
|
|
|
1404
|
Trueblood Wealth Management
Lima,
Ohio
|
$652K
|
+$30.9K
|
+61
|
+5%
|
|
|
1405
|
Alpha Zero
Boca Raton,
Florida
|
$652K
|
+$33.9K
|
+67
|
+5%
|
|
|
1406
|
Aviance Capital Partners
Naples,
Florida
|
$649K
|
–
|
–
|
–
|
|
|
1407
|
Cornell Pochily Investment Advisors
Ithaca,
New York
|
$645K
|
+$10.1K
|
+20
|
+1%
|
|
|
1408
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$644K
|
-$75.4K
|
-149
|
-10%
|
|
|
1409
|
Empirical Wealth Management
Seattle,
Washington
|
$640K
|
-$690K
|
-1,363
|
-50%
|
|
|
1410
|
Venturi Wealth Management
Austin,
Texas
|
$639K
|
-$135K
|
-267
|
-16%
|
|
|
1411
|
Lineweaver Wealth Advisors
Valley View,
Ohio
|
$639K
|
-$176K
|
-348
|
-20%
|
|
|
1412
|
Focus Financial Network
Minneapolis,
Minnesota
|
$637K
|
-$22.3K
|
-44
|
-3%
|
|
|
1413
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$636K
|
–
|
–
|
–
|
|
|
1414
|
Petersen Hastings Wealth Advisors
Kennewick,
Washington
|
$634K
|
–
|
–
|
–
|
|
|
1415
|
Lewis Asset Management
Lafayette,
California
|
$633K
|
-$39.5K
|
-78
|
-5%
|
|
|
1416
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$632K
|
-$32.9K
|
-65
|
-5%
|
|
|
1417
|
Private Trust Company
Cleveland,
Ohio
|
$627K
|
+$11.6K
|
+23
|
+2%
|
|
|
1418
|
Evolve Private Wealth
Los Angeles,
California
|
$626K
|
+$249K
|
+493
|
+57%
|
|
|
1419
|
Private Wealth Partners
Mill Valley,
California
|
$622K
|
-$26.3K
|
-52
|
-4%
|
|
|
1420
|
Resources Management Corp
West Hartford,
Connecticut
|
$622K
|
–
|
–
|
–
|
|
|
1421
|
Dana Investment Advisors
Waukesha,
Wisconsin
|
$621K
|
+$105K
|
+208
|
+18%
|
|
|
1422
|
Perbak Capital Partners
London,
United Kingdom
|
$619K
|
+$679K
|
+1,342
|
New
|
|
|
1423
|
Journey Retirement Planning & Investment Management
Ammon,
Idaho
|
$618K
|
-$2.1M
|
-4,151
|
-76%
|
|
|
1424
|
Nicholas Investment Partners
Rancho Santa Fe,
California
|
$618K
|
–
|
–
|
–
|
|
|
1425
|
First Business Financial Services
Madison,
Wisconsin
|
$618K
|
+$50.6K
|
+100
|
+8%
|
|
