|
1351
|
Alan B. Lancz & Associates
Toledo,
Ohio
|
$269K
|
–
|
–
|
–
|
|
|
1352
|
Compass Wealth Management (Georgia)
Atlanta,
Georgia
|
$269K
|
–
|
–
|
–
|
|
|
1353
|
Boyd Watterson Asset Management
Cleveland,
Ohio
|
$269K
|
-$9.64K
|
-160
|
-3%
|
|
|
1354
|
Capital Performance Advisors
Walnut Creek,
California
|
$267K
|
+$60.8K
|
+1,009
|
+28%
|
|
|
1355
|
Destiny Wealth Partners
Tavares,
Florida
|
$266K
|
+$142K
|
+2,351
|
+123%
|
|
|
1356
|
Old Second National Bank of Aurora
Aurora,
Illinois
|
$265K
|
-$7.23K
|
-120
|
-3%
|
|
|
1357
|
Avidian Wealth Enterprises
Houston,
Texas
|
$265K
|
+$63.6K
|
+1,055
|
+30%
|
|
|
1358
|
Arsenal Capital Advisors
Conshohocken,
Pennsylvania
|
$264K
|
+$1.51K
|
+25
|
+0.6%
|
|
|
1359
|
Probity Advisors
Dallas,
Texas
|
$264K
|
-$1.08K
|
-18
|
-0.4%
|
|
|
1360
|
WBH Advisory
Baltimore,
Maryland
|
$263K
|
-$17.7K
|
-293
|
-6%
|
|
|
1361
|
NBC Securities
Birmingham,
Alabama
|
$261K
|
-$31.1K
|
-517
|
-10%
|
|
|
1362
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$261K
|
-$8.25K
|
-137
|
-3%
|
|
|
1363
|
Pinnacle Wealth Management Group
Plymouth,
Michigan
|
$260K
|
-$6.03K
|
-100
|
-2%
|
|
|
1364
|
Delta Investment Management
San Francisco,
California
|
$260K
|
–
|
–
|
–
|
|
|
1365
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$259K
|
-$584K
|
-9,687
|
-68%
|
|
|
1366
|
Sandy Cove Advisors
Hingham,
Massachusetts
|
$259K
|
+$1.57K
|
+26
|
+0.6%
|
|
|
1367
|
Hayek Kallen Investment Management
Fairhope,
Alabama
|
$259K
|
–
|
–
|
–
|
|
|
1368
|
Axim Planning & Wealth
Springboro,
Ohio
|
$259K
|
-$9.4K
|
-156
|
-3%
|
|
|
1369
|
OneAscent Financial Services
Birmingham,
Alabama
|
$258K
|
-$14.5K
|
-241
|
-5%
|
|
|
1370
|
55 North Private Wealth
Winter Park,
Florida
|
$258K
|
+$53.8K
|
+893
|
+25%
|
|
|
1371
|
NWF Advisory Services
Los Angeles,
California
|
$257K
|
-$18.3K
|
-303
|
-6%
|
|
|
1372
|
Davidson Trust Company
Seattle,
Washington
|
$257K
|
+$20.4K
|
+338
|
+8%
|
|
|
1373
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$256K
|
-$8.86K
|
-147
|
-3%
|
|
|
1374
|
Bowen Hanes & Co
Ponte Vedra Beach,
Florida
|
$256K
|
–
|
–
|
–
|
|
|
1375
|
VeraBank
Henderson,
Texas
|
$256K
|
-$36.9K
|
-613
|
-12%
|
|
