|
1026
|
Clearstead Trust
Portland,
Maine
|
$2.97M
|
–
|
–
|
–
|
|
|
1027
|
Successful Portfolios
Clearwater,
Florida
|
$2.95M
|
-$161K
|
-483
|
-5%
|
|
|
1028
|
Harvey Capital Management
Palm Beach,
Florida
|
$2.94M
|
-$75.5K
|
-227
|
-3%
|
|
|
1029
|
Red Door Wealth Management
Memphis,
Tennessee
|
$2.94M
|
–
|
–
|
–
|
|
|
1030
|
Segall Bryant & Hamill
Chicago,
Illinois
|
$2.92M
|
+$759K
|
+2,280
|
+35%
|
|
|
1031
|
Emerson Wealth
Bloomfield Hills,
Michigan
|
$2.89M
|
–
|
–
|
–
|
|
|
1032
|
Disciplined Investments
Tulsa,
Oklahoma
|
$2.88M
|
-$267K
|
-801
|
-9%
|
|
|
1033
|
Zurich Cantonal Bank
Zurich,
Switzerland
|
$2.88M
|
–
|
–
|
–
|
|
|
1034
|
Madison Wealth Management
Cincinnati,
Ohio
|
$2.85M
|
-$7.99K
|
-24
|
-0.3%
|
|
|
1035
|
LVZ Inc
Holland,
Michigan
|
$2.85M
|
-$2.19M
|
-6,570
|
-44%
|
|
|
1036
|
Taikang Asset Management (HK)
Hong Kong
|
$2.82M
|
–
|
–
|
–
|
|
|
1037
|
Evanson Asset Management
Carmel,
California
|
$2.79M
|
-$30.6K
|
-92
|
-1%
|
|
|
1038
|
Rikoon Group
Santa Fe,
New Mexico
|
$2.78M
|
-$3.99K
|
-12
|
-0.1%
|
|
|
1039
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$2.77M
|
-$85.9K
|
-258
|
-3%
|
|
|
1040
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$2.76M
|
+$441K
|
+1,325
|
+19%
|
|
|
1041
|
C.M. Bidwell & Associates
Honolulu,
Hawaii
|
$2.76M
|
–
|
–
|
–
|
|
|
1042
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$2.75M
|
+$90.2K
|
+271
|
+3%
|
|
|
1043
|
Cohen Capital Management
Corte Madera,
California
|
$2.73M
|
+$7.32K
|
+22
|
+0.3%
|
|
|
1044
|
Sage Capital Advisors
Sioux Falls,
South Dakota
|
$2.7M
|
+$26.6K
|
+80
|
+1%
|
|
|
1045
|
Ironwood Investment Counsel
Scottsdale,
Arizona
|
$2.7M
|
-$728K
|
-2,187
|
-21%
|
|
|
1046
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$2.69M
|
+$549K
|
+1,650
|
+26%
|
|
|
1047
|
FAS Wealth Partners
Leawood,
Kansas
|
$2.68M
|
-$219K
|
-659
|
-8%
|
|
|
1048
|
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
|
$2.67M
|
–
|
–
|
–
|
|
|
1049
|
Oldfather Financial Services
Kearney,
Nebraska
|
$2.67M
|
+$83.9K
|
+252
|
+3%
|
|
|
1050
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$2.65M
|
-$3.07M
|
-9,223
|
-54%
|
|
