|
601
|
Great Lakes Retirement
Sandusky,
Ohio
|
$1.25M
|
+$63.9K
|
+290
|
+6%
|
|
|
602
|
Roundview Capital
Princeton,
New Jersey
|
$1.24M
|
+$33.3K
|
+151
|
+3%
|
|
|
603
|
Providence Wealth Advisors
Frankfort,
Illinois
|
$1.23M
|
+$23.1K
|
+105
|
+2%
|
|
|
604
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$1.22M
|
+$1.15M
|
+5,205
|
New
|
|
|
605
|
Spire Wealth Management
Mclean,
Virginia
|
$1.22M
|
+$605K
|
+2,745
|
+101%
|
|
|
606
|
Kestra Investment Management
Austin,
Texas
|
$1.2M
|
+$1.13M
|
+5,140
|
New
|
|
|
607
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$1.2M
|
-$570K
|
-2,586
|
-23%
|
|
|
608
|
Guyasuta Investment Advisors
Pittsburgh,
Pennsylvania
|
$1.2M
|
–
|
–
|
–
|
|
|
609
|
Tocqueville Asset Management
New York
|
$1.19M
|
-$66.1K
|
-300
|
-6%
|
|
|
610
|
Coldstream Capital Management
Bellevue,
Washington
|
$1.19M
|
+$139K
|
+630
|
+14%
|
|
|
611
|
Wealth Alliance
Mellville,
New York
|
$1.18M
|
+$117K
|
+530
|
+12%
|
|
|
612
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$1.18M
|
+$60.2K
|
+273
|
+6%
|
|
|
613
|
Valeo Financial Advisors
Carmel,
Indiana
|
$1.18M
|
+$53.1K
|
+241
|
+5%
|
|
|
614
|
Trust Company of Toledo
Holland,
Ohio
|
$1.17M
|
–
|
–
|
–
|
|
|
615
|
Vident Advisory
Alpharetta,
Georgia
|
$1.17M
|
-$3.58M
|
-16,246
|
-76%
|
|
|
616
|
Advanced Portfolio Management
New York
|
$1.17M
|
-$955K
|
-4,333
|
-46%
|
|
|
617
|
J.W. Cole Advisors
Tampa,
Florida
|
$1.16M
|
+$50.5K
|
+229
|
+5%
|
|
|
618
|
Kestra Private Wealth Services
Austin,
Texas
|
$1.14M
|
+$8.16K
|
+37
|
+0.8%
|
|
|
619
|
Meeder Advisory Services
Dublin,
Ohio
|
$1.13M
|
+$59.5K
|
+270
|
+6%
|
|
|
620
|
Groupama Asset Management
Paris,
France
|
$1.13M
|
-$365K
|
-1,654
|
-22%
|
|
|
621
|
Ascent Group
Virginia Beach,
Virginia
|
$1.12M
|
+$22.7K
|
+103
|
+2%
|
|
|
622
|
Boston Financial Management
Boston,
Massachusetts
|
$1.12M
|
–
|
–
|
–
|
|
|
623
|
Glenview Trust
Louisville,
Kentucky
|
$1.12M
|
+$1.32K
|
+6
|
+0.1%
|
|
|
624
|
SteelPeak Wealth
Woodland Hills,
California
|
$1.11M
|
-$4.82M
|
-21,857
|
-82%
|
|
|
625
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$1.11M
|
-$220
|
-1
|
-0%
|
|
