|
2201
|
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
|
$12.6M
|
-$3.82M
|
-9,453
|
-22%
|
|
|
2202
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$12.6M
|
+$21K
|
+52
|
+0.2%
|
|
|
2203
|
SGL Investment Advisors
Missoula,
Montana
|
$12.6M
|
+$421K
|
+1,041
|
+4%
|
|
|
2204
|
KPP Advisory Services
Louisville,
Kentucky
|
$12.5M
|
-$262K
|
-647
|
-2%
|
|
|
2205
|
SOA Wealth Advisors
New York
|
$12.5M
|
+$10.3M
|
+25,426
|
+33%
|
|
|
2206
|
First Bankers Trust
Louisville,
Kentucky
|
$12.5M
|
-$61.9K
|
-153
|
-0.5%
|
|
|
2207
|
Biltmore Family Office
Charlotte,
North Carolina
|
$12.5M
|
-$299K
|
-740
|
-2%
|
|
|
2208
|
Laurel Oak Wealth Management
Marlton,
New Jersey
|
$12.5M
|
-$67.6K
|
-167
|
-0.5%
|
|
|
2209
|
Destiny Wealth Partners
Tavares,
Florida
|
$12.5M
|
-$5.99M
|
-14,815
|
-36%
|
|
|
2210
|
Citizens Business Bank
Ontario,
California
|
$12.4M
|
-$15.8K
|
-39
|
-0.1%
|
|
|
2211
|
Ervin Investment Management
Seattle,
Washington
|
$12.4M
|
+$94.7K
|
+234
|
+0.7%
|
|
|
2212
|
|
$12.4M
|
-$53.4K
|
-132
|
-0.4%
|
|
|
2213
|
Palumbo Wealth Management
Great Neck,
New York
|
$12.4M
|
+$4.01M
|
+9,917
|
+42%
|
|
|
2214
|
Harbour Investment Management
Edmonds,
Washington
|
$12.4M
|
-$164K
|
-405
|
-1%
|
|
|
2215
|
Louisbourg Investments
Dieppe,
New Brunswick, Canada
|
$12.4M
|
-$604K
|
-1,493
|
-3%
|
|
|
2216
|
San Luis Wealth Advisors
San Luis Obispo,
California
|
$12.4M
|
+$1.79M
|
+4,412
|
+15%
|
|
|
2217
|
Acumen Wealth Advisors
Chattanooga,
Tennessee
|
$12.4M
|
-$1.74M
|
-4,303
|
-11%
|
|
|
2218
|
Once Capital Management
New York
|
$12.4M
|
–
|
–
|
–
|
|
|
2219
|
OneAscent Financial Services
Birmingham,
Alabama
|
$12.4M
|
+$768K
|
+1,897
|
+6%
|
|
|
2220
|
PGIM Custom Harvest
Newark,
New Jersey
|
$12.4M
|
+$1.16M
|
+2,862
|
+9%
|
|
|
2221
|
Tulsa Wealth Advisors
Tulsa,
Oklahoma
|
$12.4M
|
+$1.01M
|
+2,487
|
+8%
|
|
|
2222
|
RV Capital
Schindellegi,
Switzerland
|
$12.3M
|
+$3.19M
|
+7,880
|
+31%
|
|
|
2223
|
AR Asset Management
West Hollywood,
California
|
$12.3M
|
–
|
–
|
–
|
|
|
2224
|
Builder Investment Group
Atlanta,
Georgia
|
$12.3M
|
+$110K
|
+271
|
+0.8%
|
|
|
2225
|
|
$12.3M
|
+$1.75M
|
+4,335
|
+15%
|
|
