|
826
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$684K
|
–
|
–
|
–
|
|
|
827
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$676K
|
+$53.8K
|
+915
|
+8%
|
|
|
828
|
Trust Asset Management
Houston,
Texas
|
$675K
|
+$81.7K
|
+1,390
|
+13%
|
|
|
829
|
Summit Asset Management
Memphis,
Tennessee
|
$672K
|
-$136K
|
-2,314
|
-16%
|
|
|
830
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$668K
|
–
|
–
|
–
|
|
|
831
|
Bartlett & Co
Cincinnati,
Ohio
|
$668K
|
–
|
–
|
–
|
|
|
832
|
Formidable Asset Management
Cincinnati,
Ohio
|
$667K
|
–
|
–
|
–
|
|
|
833
|
Lumature Wealth Partners
Alpharetta,
Georgia
|
$667K
|
–
|
–
|
–
|
|
|
834
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$666K
|
–
|
–
|
–
|
|
|
835
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$657K
|
+$235
|
+4
|
+0%
|
|
|
836
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$655K
|
+$71.7K
|
+1,220
|
+12%
|
|
|
837
|
Voloridge Investment Management
Jupiter,
Florida
|
$651K
|
-$10.9M
|
-184,720
|
-94%
|
|
|
838
|
Sculati Wealth Management
Bloomfield Hills,
Michigan
|
$647K
|
–
|
–
|
–
|
|
|
839
|
Asset Dedication LLC
San Francisco,
California
|
$646K
|
+$206K
|
+3,515
|
+43%
|
|
|
840
|
Heron Financial Group
New York
|
$642K
|
–
|
–
|
–
|
|
|
841
|
Savant Capital
Rockford,
Illinois
|
$642K
|
+$158K
|
+2,694
|
+30%
|
|
|
842
|
Busey Bank
Urbana,
Illinois
|
$637K
|
+$181K
|
+3,089
|
+37%
|
|
|
843
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$636K
|
+$8.87K
|
+151
|
+1%
|
|
|
844
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$636K
|
+$83.5K
|
+1,421
|
+14%
|
|
|
845
|
Optimal Asset Management
Los Altos,
California
|
$635K
|
–
|
–
|
–
|
|
|
846
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$634K
|
+$74.8K
|
+1,273
|
+13%
|
|
|
847
|
Essex Savings Bank
Essex,
Connecticut
|
$630K
|
-$1.06K
|
-18
|
-0.2%
|
|
|
848
|
Norway Savings Bank
Portland,
Maine
|
$630K
|
+$55.4K
|
+943
|
+9%
|
|
|
849
|
Erste Asset Management
Vienna,
Austria
|
$630K
|
+$669K
|
+11,390
|
New
|
|
|
850
|
Aspiriant LLC
Los Angeles,
California
|
$629K
|
+$153K
|
+2,601
|
+30%
|
|
