|
851
|
Penobscot Investment Management
Boston,
Massachusetts
|
$400K
|
–
|
–
|
–
|
|
|
852
|
Investment Partners
New Philadelphia,
Ohio
|
$400K
|
+$74.1K
|
+737
|
+25%
|
|
|
853
|
Greatmark Investment Partners
Columbus,
Georgia
|
$399K
|
–
|
–
|
–
|
|
|
854
|
Capital One Financial
Mclean,
Virginia
|
$394K
|
-$13.3K
|
-132
|
-3%
|
|
|
855
|
Avantax Planning Partners
Dubuque,
Iowa
|
$393K
|
–
|
–
|
–
|
|
|
856
|
DOHJ LLC
Seattle,
Washington
|
$392K
|
-$39.8K
|
-396
|
-10%
|
|
|
857
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$391K
|
-$33K
|
-328
|
-8%
|
|
|
858
|
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
|
$386K
|
–
|
–
|
–
|
|
|
859
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$384K
|
–
|
–
|
–
|
|
|
860
|
Covenant Multifamily Offices
San Antonio,
Texas
|
$384K
|
+$66.7K
|
+663
|
+23%
|
|
|
861
|
Oakworth Capital
Birmingham,
Alabama
|
$382K
|
-$67.4K
|
-670
|
-16%
|
|
|
862
|
Associated Banc-Corp
Green Bay,
Wisconsin
|
$380K
|
-$118K
|
-1,176
|
-25%
|
|
|
863
|
Vontobel Holding
Zurich,
Switzerland
|
$380K
|
-$45.9K
|
-456
|
-11%
|
|
|
864
|
Mather Group
Chicago,
Illinois
|
$376K
|
-$7.34K
|
-73
|
-2%
|
|
|
865
|
SouthState Corp
Winter Haven,
Florida
|
$375K
|
-$18.2K
|
-181
|
-5%
|
|
|
866
|
Vigilare Wealth Management
Scottsdale,
Arizona
|
$375K
|
+$15.2K
|
+151
|
+5%
|
|
|
867
|
Crescent Capital Consulting
New Orleans,
Louisiana
|
$374K
|
–
|
–
|
–
|
|
|
868
|
Douglas Lane & Associates
New York
|
$373K
|
-$3.02K
|
-30
|
-0.9%
|
|
|
869
|
MJP Associates
Farmington,
Connecticut
|
$372K
|
+$29.2K
|
+290
|
+9%
|
|
|
870
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$371K
|
+$57.3K
|
+570
|
+20%
|
|
|
871
|
EPG Wealth Management
Atlanta,
Georgia
|
$370K
|
+$63.3K
|
+629
|
+22%
|
|
|
872
|
Wealthspire Advisors (New York)
New York
|
$369K
|
-$891K
|
-8,857
|
-72%
|
|
|
873
|
Principal Street Partners
Memphis,
Tennessee
|
$369K
|
-$275K
|
-2,733
|
-44%
|
|
|
874
|
Proficio Capital Partners
Newton,
Massachusetts
|
$368K
|
+$14.8K
|
+147
|
+4%
|
|
|
875
|
Clarius Group LLC
Seattle,
Washington
|
$367K
|
+$5.73K
|
+57
|
+2%
|
|
