|
601
|
Private Trust Company
Cleveland,
Ohio
|
$3.33M
|
-$125K
|
-1,267
|
-4%
|
|
|
602
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$3.33M
|
+$2.99M
|
+30,200
|
New
|
|
|
603
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$3.32M
|
+$393K
|
+3,970
|
+15%
|
|
|
604
|
17 Capital Partners
Pheonix,
Arizona
|
$3.32M
|
-$898K
|
-9,069
|
-23%
|
|
|
605
|
Axis Wealth Partners
East Providence,
Rhode Island
|
$3.31M
|
-$223K
|
-2,251
|
-7%
|
|
|
606
|
Custom Index Systems
New York
|
$3.31M
|
+$4.36K
|
+44
|
+0.1%
|
|
|
607
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$3.3M
|
-$184K
|
-1,858
|
-6%
|
|
|
608
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$3.29M
|
+$1.04M
|
+10,474
|
+54%
|
|
|
609
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$3.28M
|
+$217K
|
+2,193
|
+8%
|
|
|
610
|
Bessemer Group
Woodbridge,
New Jersey
|
$3.27M
|
+$697K
|
+7,047
|
+31%
|
|
|
611
|
Commonwealth Retirement Investments
Richmond,
Virginia
|
$3.25M
|
-$271K
|
-2,741
|
-8%
|
|
|
612
|
Blalock Williams
Alexander City,
Alabama
|
$3.23M
|
-$99.4K
|
-1,004
|
-3%
|
|
|
613
|
LifePlan Investment Advisors
Raleigh,
North Carolina
|
$3.22M
|
-$80.5K
|
-813
|
-3%
|
|
|
614
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$3.21M
|
–
|
–
|
–
|
|
|
615
|
Essex Financial Services
Essex,
Connecticut
|
$3.21M
|
+$145K
|
+1,464
|
+5%
|
|
|
616
|
Baron Wealth Management
Troy,
Michigan
|
$3.17M
|
+$2.67K
|
+27
|
+0.1%
|
|
|
617
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
$3.15M
|
-$191K
|
-1,931
|
-6%
|
|
|
618
|
Mattern Wealth Management
Lawrence,
Kansas
|
$3.15M
|
-$10.7K
|
-108
|
-0.4%
|
|
|
619
|
JMG Financial Group
Downers Grove,
Illinois
|
$3.08M
|
+$103K
|
+1,045
|
+4%
|
|
|
620
|
Spirepoint Private Client
Vero Beach,
Florida
|
$3.08M
|
-$297K
|
-3,000
|
-10%
|
|
|
621
|
RhumbLine Advisers
Boston,
Massachusetts
|
$3.07M
|
–
|
–
|
–
|
|
|
622
|
Venturi Wealth Management
Austin,
Texas
|
$3.05M
|
-$36.9K
|
-373
|
-1%
|
|
|
623
|
|
$3.04M
|
-$240K
|
-2,425
|
-8%
|
|
|
624
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$3.04M
|
+$353K
|
+3,564
|
+15%
|
|
|
625
|
Park Place Capital
Homewood,
Alabama
|
$3.03M
|
-$1.7M
|
-17,182
|
-38%
|
|
