|
1301
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$1.35M
|
+$267K
|
+1,216
|
+28%
|
|
|
1302
|
Congress Wealth Management
Boston,
Massachusetts
|
$1.35M
|
+$36.5K
|
+166
|
+3%
|
|
|
1303
|
Analyst IMS Investment Management Services
Tel-Aviv,
Israel
|
$1.35M
|
+$4.4K
|
+20
|
+0.4%
|
|
|
1304
|
Pecaut & Co
Sioux City,
Iowa
|
$1.34M
|
-$220K
|
-1,000
|
-15%
|
|
|
1305
|
Mach-1 Financial Group
Rogers,
Arkansas
|
$1.34M
|
-$184K
|
-839
|
-13%
|
|
|
1306
|
Trillium Asset Management
Boston,
Massachusetts
|
$1.34M
|
+$543K
|
+2,472
|
+83%
|
|
|
1307
|
Vise Technologies
New York
|
$1.34M
|
+$15.6K
|
+71
|
+1%
|
|
|
1308
|
Cozad Asset Management
Champaign,
Illinois
|
$1.34M
|
-$209K
|
-950
|
-15%
|
|
|
1309
|
Arete Wealth Advisors
Chicago,
Illinois
|
$1.33M
|
+$118K
|
+538
|
+11%
|
|
|
1310
|
Pettee Investors
Rowayton,
Connecticut
|
$1.33M
|
–
|
–
|
–
|
|
|
1311
|
Grandview Asset Management
Harrisburg,
Pennsylvania
|
$1.33M
|
+$15.6K
|
+71
|
+1%
|
|
|
1312
|
Granite Investment Partners
El Segundo,
California
|
$1.32M
|
–
|
–
|
–
|
|
|
1313
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$1.31M
|
-$84.2K
|
-383
|
-4%
|
|
|
1314
|
RNC Capital Management
Los Angeles,
California
|
$1.31M
|
-$26.4K
|
-120
|
-2%
|
|
|
1315
|
Nichols & Pratt Advisers
Boston,
Massachusetts
|
$1.31M
|
-$22K
|
-100
|
-2%
|
|
|
1316
|
Navalign LLC
Encino,
California
|
$1.31M
|
+$45.7K
|
+208
|
+4%
|
|
|
1317
|
Joel Isaacson & Co
New York
|
$1.31M
|
+$81.1K
|
+369
|
+7%
|
|
|
1318
|
Ballast Inc
Lexington,
Kentucky
|
$1.31M
|
+$568K
|
+2,584
|
+94%
|
|
|
1319
|
CastleKeep Investment Advisors
Westport,
Connecticut
|
$1.3M
|
+$1.17M
|
+5,311
|
New
|
|
|
1320
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$1.3M
|
+$14.3K
|
+65
|
+1%
|
|
|
1321
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$1.3M
|
-$141K
|
-641
|
-11%
|
|
|
1322
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$1.3M
|
–
|
–
|
–
|
|
|
1323
|
Ridgecrest Wealth Partners
Mill Valley,
California
|
$1.29M
|
–
|
–
|
–
|
|
|
1324
|
Dechtman Wealth Management
Centennial,
Colorado
|
$1.29M
|
+$8.36K
|
+38
|
+0.7%
|
|
|
1325
|
|
$1.29M
|
–
|
–
|
–
|
|
