|
1851
|
Panoramic Investment Advisors
Denver,
Colorado
|
$1.78M
|
+$32.7K
|
+73
|
+2%
|
|
|
1852
|
ORBA Wealth Advisors
Chicago,
Illinois
|
$1.78M
|
+$1.66M
|
+3,718
|
New
|
|
|
1853
|
Pitcairn
Conshohocken,
Pennsylvania
|
$1.77M
|
–
|
–
|
–
|
|
|
1854
|
Builder Investment Group
Atlanta,
Georgia
|
$1.77M
|
–
|
–
|
–
|
|
|
1855
|
Operose Advisors
Milwaukee,
Wisconsin
|
$1.77M
|
+$316K
|
+707
|
+24%
|
|
|
1856
|
Capital Investment Counsel (Colorado)
Denver,
Colorado
|
$1.76M
|
+$1.65M
|
+3,693
|
New
|
|
|
1857
|
Weatherly Asset Management
Del Mar,
California
|
$1.76M
|
+$44.3K
|
+99
|
+3%
|
|
|
1858
|
Institute for Wealth Management
Denver,
Colorado
|
$1.75M
|
+$1.34K
|
+3
|
+0.1%
|
|
|
1859
|
Prudent Man Advisors
Naperville,
Illinois
|
$1.75M
|
–
|
–
|
–
|
|
|
1860
|
Firestone Capital Management
Coral Gables,
Florida
|
$1.75M
|
+$191K
|
+427
|
+13%
|
|
|
1861
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$1.75M
|
+$175K
|
+391
|
+12%
|
|
|
1862
|
Truvestments Capital
Sarasota,
Florida
|
$1.74M
|
-$30.4K
|
-68
|
-2%
|
|
|
1863
|
Zacks Investment Management
Chicago,
Illinois
|
$1.74M
|
+$806K
|
+1,801
|
+98%
|
|
|
1864
|
PCG Wealth Advisors
Overland Park,
Kansas
|
$1.74M
|
+$3.13K
|
+7
|
+0.2%
|
|
|
1865
|
Plancorp LLC
Saint Louis,
Missouri
|
$1.74M
|
+$28.6K
|
+64
|
+2%
|
|
|
1866
|
Breed's Hill Capital
Charlestown,
Massachusetts
|
$1.74M
|
+$1.63M
|
+3,640
|
New
|
|
|
1867
|
Versant Capital Management
Phoenix,
Arizona
|
$1.74M
|
+$111K
|
+248
|
+7%
|
|
|
1868
|
Vident Advisory
Alpharetta,
Georgia
|
$1.74M
|
-$68K
|
-152
|
-4%
|
|
|
1869
|
Heron Bay Capital Management
Bloomfield Hills,
Michigan
|
$1.74M
|
–
|
–
|
–
|
|
|
1870
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$1.72M
|
-$448
|
-1
|
-0%
|
|
|
1871
|
TD Asset Management
Toronto,
Ontario, Canada
|
$1.72M
|
+$1.61M
|
+3,602
|
New
|
|
|
1872
|
Farmers Trust Company
Youngstown,
Ohio
|
$1.72M
|
-$8.95K
|
-20
|
-0.6%
|
|
|
1873
|
CNB Bank
Clearfield,
Pennsylvania
|
$1.72M
|
-$75.6K
|
-169
|
-4%
|
|
|
1874
|
Formidable Asset Management
Cincinnati,
Ohio
|
$1.71M
|
-$4.92K
|
-11
|
-0.3%
|
|
|
1875
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$1.71M
|
-$13.4K
|
-30
|
-0.8%
|
|
