|
351
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$1.08M
|
-$28K
|
-250
|
-3%
|
|
|
352
|
Chatham Capital Group
Savannah,
Georgia
|
$1.07M
|
–
|
–
|
–
|
|
|
353
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$1.07M
|
+$40.5K
|
+362
|
+4%
|
|
|
354
|
Axiom Investment Management
New York
|
$1.07M
|
+$86.7K
|
+774
|
+9%
|
|
|
355
|
Grove Bank & Trust
Miami,
Florida
|
$1.05M
|
+$329K
|
+2,935
|
+46%
|
|
|
356
|
NewDay Solutions
Hampton,
New Hampshire
|
$1.05M
|
+$1.04M
|
+9,310
|
New
|
|
|
357
|
Corient Capital Partners
Newport Beach,
California
|
$1.05M
|
+$17.8K
|
+159
|
+2%
|
|
|
358
|
Bank of the West
Monterey Park,
California
|
$1.04M
|
-$562K
|
-5,022
|
-35%
|
|
|
359
|
High Falls Advisors
Rochester,
New York
|
$1.02M
|
-$61.7K
|
-551
|
-6%
|
|
|
360
|
Rockefeller Capital Management
New York
|
$999K
|
+$20.9K
|
+187
|
+2%
|
|
|
361
|
Westside Investment Management
Santa Monica,
California
|
$998K
|
+$988K
|
+8,827
|
New
|
|
|
362
|
Trust Company
Manhattan,
Kansas
|
$987K
|
–
|
–
|
–
|
|
|
363
|
West Coast Financial
Santa Barbara,
California
|
$986K
|
-$141K
|
-1,262
|
-13%
|
|
|
364
|
Truepoint Inc
Cincinnati,
Ohio
|
$983K
|
+$153K
|
+1,367
|
+19%
|
|
|
365
|
Oxford Financial Group
Carmel,
Indiana
|
$972K
|
–
|
–
|
–
|
|
|
366
|
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
|
$971K
|
+$35.9K
|
+321
|
+4%
|
|
|
367
|
Cresset Asset Management
Chicago,
Illinois
|
$946K
|
+$310K
|
+2,765
|
+49%
|
|
|
368
|
Realta Investment Advisors
Wilmington,
Delaware
|
$939K
|
+$106K
|
+946
|
+13%
|
|
|
369
|
Level Four Advisory Services
Dallas,
Texas
|
$936K
|
+$37.6K
|
+336
|
+4%
|
|
|
370
|
Executive Wealth Group
Kirkland,
Washington
|
$932K
|
+$4.48K
|
+40
|
+0.5%
|
|
|
371
|
WealthOne
Albany,
New York
|
$920K
|
+$25.5K
|
+228
|
+3%
|
|
|
372
|
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
|
$919K
|
-$268K
|
-2,392
|
-23%
|
|
|
373
|
Parsons Capital Management
Providence,
Rhode Island
|
$916K
|
-$5.6K
|
-50
|
-0.6%
|
|
|
374
|
Westover Capital Advisors
Wilmington,
Delaware
|
$915K
|
+$230K
|
+2,055
|
+34%
|
|
|
375
|
Philadelphia Trust Company
Philadelphia,
Pennsylvania
|
$911K
|
-$52.5K
|
-469
|
-6%
|
|
