|
851
|
James Investment Research
Alpha,
Ohio
|
$899K
|
–
|
–
|
–
|
|
|
852
|
Chesley Taft & Associates
Chicago,
Illinois
|
$896K
|
-$188K
|
-988
|
-17%
|
|
|
853
|
Vontobel Holding
Zurich,
Switzerland
|
$896K
|
–
|
–
|
–
|
|
|
854
|
Personal CFO Solutions
Chester,
New Jersey
|
$895K
|
-$559K
|
-2,937
|
-38%
|
|
|
855
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$889K
|
+$85.7K
|
+450
|
+11%
|
|
|
856
|
CRA Financial Services
Northfield,
New Jersey
|
$889K
|
+$27.8K
|
+146
|
+3%
|
|
|
857
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$885K
|
–
|
–
|
–
|
|
|
858
|
Legacy Trust
Grand Rapids,
Michigan
|
$883K
|
–
|
–
|
–
|
|
|
859
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$881K
|
-$9.71K
|
-51
|
-1%
|
|
|
860
|
Woodside Wealth Management
Framingham,
Massachusetts
|
$878K
|
+$888K
|
+4,665
|
New
|
|
|
861
|
Atomi Financial Group
New York
|
$876K
|
-$97.9K
|
-514
|
-10%
|
|
|
862
|
Veracity Capital
Atlanta,
Georgia
|
$875K
|
-$125K
|
-657
|
-12%
|
|
|
863
|
Willow Creek Wealth Management
Sebastopol,
California
|
$872K
|
–
|
–
|
–
|
|
|
864
|
Stanich Group
Montauk,
New York
|
$867K
|
-$190
|
-1
|
-0%
|
|
|
865
|
First Bank & Trust
Brookings,
South Dakota
|
$865K
|
-$19.8K
|
-104
|
-2%
|
|
|
866
|
Brass Tax Wealth Management
Cincinnati,
Ohio
|
$860K
|
+$871K
|
+4,571
|
New
|
|
|
867
|
Guidance Point Advisors
Wellesley,
Massachusetts
|
$860K
|
-$2.1K
|
-11
|
-0.2%
|
|
|
868
|
Magnolia Private Wealth
Philadelphia,
Pennsylvania
|
$857K
|
-$1.71K
|
-9
|
-0.2%
|
|
|
869
|
Belpointe Asset Management
Reno,
Nevada
|
$853K
|
+$404K
|
+2,121
|
+88%
|
|
|
870
|
Roehl & Yi Investment Advisors
Eugene,
Oregon
|
$852K
|
-$97.9K
|
-514
|
-10%
|
|
|
871
|
Regimen Wealth
Atlanta,
Georgia
|
$846K
|
-$32.6K
|
-171
|
-4%
|
|
|
872
|
Hoge Financial Services
Canonsburg,
Pennsylvania
|
$845K
|
+$3.62K
|
+19
|
+0.4%
|
|
|
873
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$834K
|
–
|
–
|
–
|
|
|
874
|
Central Pacific Bank - Trust Division
Honolulu,
Hawaii
|
$832K
|
-$1.01M
|
-5,319
|
-55%
|
|
|
875
|
American National Bank & Trust
Wichita Falls,
Texas
|
$830K
|
-$43.4K
|
-228
|
-5%
|
|
