|
1051
|
Triumph Capital Management
Denver,
Colorado
|
$760K
|
+$702K
|
+13,400
|
New
|
|
|
1052
|
Unio Capital
Princeton,
New Jersey
|
$758K
|
+$700K
|
+13,365
|
New
|
|
|
1053
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$757K
|
+$82.7K
|
+1,579
|
+13%
|
|
|
1054
|
Professional Financial Advisors
North Platte,
Nebraska
|
$757K
|
+$16K
|
+305
|
+2%
|
|
|
1055
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$754K
|
+$298K
|
+5,699
|
+75%
|
|
|
1056
|
Summit Asset Management
Memphis,
Tennessee
|
$752K
|
+$23.6K
|
+450
|
+4%
|
|
|
1057
|
Farther Finance Advisors
San Francisco,
California
|
$750K
|
+$551K
|
+10,529
|
+389%
|
|
|
1058
|
Mutual Advisors
Omaha,
Nebraska
|
$749K
|
+$59.8K
|
+1,141
|
+9%
|
|
|
1059
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$746K
|
-$76.4K
|
-1,458
|
-10%
|
|
|
1060
|
Forum Financial Management
Lombard,
Illinois
|
$746K
|
-$43.4K
|
-828
|
-6%
|
|
|
1061
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$743K
|
+$32.5K
|
+620
|
+5%
|
|
|
1062
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$743K
|
+$3.98K
|
+76
|
+0.6%
|
|
|
1063
|
Stokes Family Office
New Orleans,
Louisiana
|
$738K
|
+$12.5K
|
+238
|
+2%
|
|
|
1064
|
Greenline Partners
New York
|
$738K
|
+$53K
|
+1,012
|
+8%
|
|
|
1065
|
WorldQuant Millennium Advisors
New York
|
$734K
|
-$17.1M
|
-326,031
|
-96%
|
|
|
1066
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$733K
|
-$228K
|
-4,347
|
-25%
|
|
|
1067
|
Venturi Wealth Management
Austin,
Texas
|
$733K
|
+$440K
|
+8,401
|
+186%
|
|
|
1068
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$727K
|
-$43.3K
|
-827
|
-7%
|
|
|
1069
|
Hamel Associates
Chatham,
New Jersey
|
$725K
|
+$46.4K
|
+885
|
+7%
|
|
|
1070
|
IHT Wealth Management
Chicago,
Illinois
|
$725K
|
+$249K
|
+4,758
|
+59%
|
|
|
1071
|
Gemmer Asset Management
Walnut Creek,
California
|
$720K
|
+$681
|
+13
|
+0.1%
|
|
|
1072
|
Oder Investment Management
Woodland Hills,
California
|
$716K
|
+$5.87K
|
+112
|
+0.9%
|
|
|
1073
|
West Financial Advisors
Des Moines,
Iowa
|
$714K
|
–
|
–
|
–
|
|
|
1074
|
Coldstream Capital Management
Bellevue,
Washington
|
$714K
|
-$40.4K
|
-772
|
-6%
|
|
|
1075
|
National Wealth Management Group
Cincinnati,
Ohio
|
$705K
|
+$563K
|
+10,754
|
New
|
|
