|
1701
|
One Day In July LLC
Burlington,
Vermont
|
$642K
|
-$114K
|
-386
|
-16%
|
|
|
1702
|
Clifford Swan Investment Counsel
Pasadena,
California
|
$640K
|
-$27.1K
|
-92
|
-4%
|
|
|
1703
|
Weatherly Asset Management
Del Mar,
California
|
$639K
|
–
|
–
|
–
|
|
|
1704
|
Cornerstone Wealth Group
Huntersville,
North Carolina
|
$635K
|
-$20.4M
|
-69,259
|
-97%
|
|
|
1705
|
Country Trust Bank
Bloomington,
Illinois
|
$632K
|
-$36.9K
|
-125
|
-6%
|
|
|
1706
|
Fifth Third Wealth Advisors
Cincinnati,
Ohio
|
$627K
|
+$576K
|
+1,953
|
New
|
|
|
1707
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$626K
|
–
|
–
|
–
|
|
|
1708
|
Eudaimonia Advisors
Winchester,
Tennessee
|
$626K
|
-$41.9K
|
-142
|
-7%
|
|
|
1709
|
Wolff Wiese Magana
Carslbad,
California
|
$625K
|
+$12.7K
|
+43
|
+2%
|
|
|
1710
|
PAX Financial Group
San Antonio,
Texas
|
$624K
|
+$574K
|
+1,945
|
New
|
|
|
1711
|
OneAscent Financial Services
Birmingham,
Alabama
|
$623K
|
-$3.95M
|
-13,393
|
-87%
|
|
|
1712
|
Geometric Wealth Advisors
Washington,
District of Columbia
|
$622K
|
–
|
–
|
–
|
|
|
1713
|
Truepoint Inc
Cincinnati,
Ohio
|
$621K
|
-$51.9K
|
-176
|
-8%
|
|
|
1714
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
$620K
|
–
|
–
|
–
|
|
|
1715
|
Sittner & Nelson
Eugene,
Oregon
|
$619K
|
–
|
–
|
–
|
|
|
1716
|
Bricktown Capital
Detroit,
Michigan
|
$619K
|
-$11.7M
|
-39,496
|
-95%
|
|
|
1717
|
Pennsylvania Capital Management
Huntingdon Valley,
Pennsylvania
|
$619K
|
-$288K
|
-976
|
-34%
|
|
|
1718
|
IMA Advisory Services
Denver,
Colorado
|
$616K
|
-$32.5K
|
-110
|
-5%
|
|
|
1719
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$616K
|
+$25.4K
|
+86
|
+5%
|
|
|
1720
|
Ironwood Investment Counsel
Scottsdale,
Arizona
|
$614K
|
-$45.1K
|
-153
|
-7%
|
|
|
1721
|
Cadinha & Co
Honolulu,
Hawaii
|
$613K
|
–
|
–
|
–
|
|
|
1722
|
FMB Wealth Management
Westlake Village,
California
|
$613K
|
–
|
–
|
–
|
|
|
1723
|
Paragon Capital Management (Utah)
Provo,
Utah
|
$612K
|
+$27.1K
|
+92
|
+5%
|
|
|
1724
|
Formidable Asset Management
Cincinnati,
Ohio
|
$612K
|
-$291K
|
-985
|
-34%
|
|
|
1725
|
Breakwater Capital Group
Paramus,
New Jersey
|
$610K
|
-$36.6K
|
-124
|
-6%
|
|
