|
401
|
Goelzer Investment Management
Carmel,
Indiana
|
$2.01M
|
–
|
–
|
–
|
|
|
402
|
Grove Bank & Trust
Miami,
Florida
|
$1.99M
|
–
|
–
|
–
|
|
|
403
|
Oliver Luxxe Assets
Gladstone,
New Jersey
|
$1.98M
|
+$199K
|
+2,802
|
+12%
|
|
|
404
|
Appleton Partners
Boston,
Massachusetts
|
$1.98M
|
-$28.4K
|
-400
|
-2%
|
|
|
405
|
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
$1.97M
|
-$33K
|
-465
|
-2%
|
|
|
406
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$1.96M
|
-$13.9K
|
-195
|
-0.8%
|
|
|
407
|
EP Wealth Advisors
Torrance,
California
|
$1.94M
|
-$21.5K
|
-302
|
-1%
|
|
|
408
|
Hilltop Wealth Advisors
Chapel Hill,
North Carolina
|
$1.94M
|
+$286K
|
+4,031
|
+19%
|
|
|
409
|
Litman Gregory Wealth Management
Larkspur,
California
|
$1.94M
|
–
|
–
|
–
|
|
|
410
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$1.92M
|
+$62.3K
|
+877
|
+4%
|
|
|
411
|
Meridian Wealth Management
Lexington,
Kentucky
|
$1.9M
|
-$1.72M
|
-24,262
|
-50%
|
|
|
412
|
Weatherly Asset Management
Del Mar,
California
|
$1.88M
|
–
|
–
|
–
|
|
|
413
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$1.86M
|
-$25.4K
|
-358
|
-1%
|
|
|
414
|
Boston Family Office
Boston,
Massachusetts
|
$1.85M
|
-$462K
|
-6,501
|
-21%
|
|
|
415
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.85M
|
-$128K
|
-1,799
|
-7%
|
|
|
416
|
Paragon Private Wealth Management
Lexington,
Kentucky
|
$1.85M
|
+$356K
|
+5,012
|
+27%
|
|
|
417
|
Valmark Advisers
Akron,
Ohio
|
$1.82M
|
+$46.5K
|
+654
|
+3%
|
|
|
418
|
|
$1.82M
|
-$8.03K
|
-113
|
-0.5%
|
|
|
419
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$1.82M
|
-$63.2K
|
-889
|
-4%
|
|
|
420
|
Busey Bank
Urbana,
Illinois
|
$1.81M
|
-$163K
|
-2,300
|
-9%
|
|
|
421
|
Naples Global Advisors
Naples,
Florida
|
$1.81M
|
+$16.6K
|
+233
|
+1%
|
|
|
422
|
Fulcrum Capital
Seattle,
Washington
|
$1.8M
|
-$296K
|
-4,170
|
-15%
|
|
|
423
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$1.8M
|
+$50.4K
|
+710
|
+3%
|
|
|
424
|
Venture Visionary Partners
Sylvania,
Ohio
|
$1.8M
|
-$10.5K
|
-148
|
-0.6%
|
|
|
425
|
Smith, Moore & Co
Clayton,
Missouri
|
$1.78M
|
+$148K
|
+2,087
|
+10%
|
|
