|
1726
|
CX Institutional
Auburn,
Indiana
|
$483K
|
-$174K
|
-327
|
-26%
|
|
|
1727
|
Financial Insights
Tacoma,
Washington
|
$483K
|
-$9.06K
|
-17
|
-2%
|
|
|
1728
|
|
$481K
|
-$26.6K
|
-50
|
-5%
|
|
|
1729
|
Keebeck Wealth Management
Chicago,
Illinois
|
$479K
|
–
|
–
|
–
|
|
|
1730
|
Intellectus Partners
San Francisco,
California
|
$479K
|
-$4.26K
|
-8
|
-0.8%
|
|
|
1731
|
One Capital Management
Westlake Village,
California
|
$477K
|
-$41K
|
-77
|
-8%
|
|
|
1732
|
Washington Trust Bank
Spokane,
Washington
|
$474K
|
+$117K
|
+220
|
+31%
|
|
|
1733
|
Venture Visionary Partners
Sylvania,
Ohio
|
$471K
|
-$8.53K
|
-16
|
-2%
|
|
|
1734
|
Three Seasons Wealth
Salt Lake City,
Utah
|
$471K
|
+$495K
|
+929
|
New
|
|
|
1735
|
Avidian Wealth Enterprises
Houston,
Texas
|
$470K
|
-$19.2K
|
-36
|
-4%
|
|
|
1736
|
Caldwell Trust
Venice,
Florida
|
$470K
|
+$278K
|
+521
|
+128%
|
|
|
1737
|
Spinnaker Trust
Portland,
Maine
|
$468K
|
+$39.4K
|
+74
|
+9%
|
|
|
1738
|
Morton Capital Management
Calabasas,
California
|
$467K
|
–
|
–
|
–
|
|
|
1739
|
Navellier & Associates
Reno,
Nevada
|
$466K
|
+$490K
|
+920
|
New
|
|
|
1740
|
SNS Financial Group
Minneapolis,
Minnesota
|
$465K
|
+$1.6K
|
+3
|
+0.3%
|
|
|
1741
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$464K
|
+$42.6K
|
+80
|
+10%
|
|
|
1742
|
Excalibur Management
Waltham,
Massachusetts
|
$464K
|
+$5.33K
|
+10
|
+1%
|
|
|
1743
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$461K
|
-$232K
|
-436
|
-32%
|
|
|
1744
|
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
|
$460K
|
-$41.6K
|
-78
|
-8%
|
|
|
1745
|
Burney Company
Reston,
Virginia
|
$459K
|
-$89.5K
|
-168
|
-16%
|
|
|
1746
|
Etesian Wealth Advisors
West Linn,
Oregon
|
$457K
|
-$6.93K
|
-13
|
-1%
|
|
|
1747
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$456K
|
+$106K
|
+198
|
+28%
|
|
|
1748
|
Allegheny Financial Group
Pittsburgh,
Pennsylvania
|
$456K
|
+$148K
|
+277
|
+44%
|
|
|
1749
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$454K
|
–
|
–
|
–
|
|
|
1750
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$454K
|
+$119K
|
+224
|
+33%
|
|
