|
826
|
Valeo Financial Advisors
Carmel,
Indiana
|
$1.08M
|
+$108K
|
+558
|
+10%
|
|
|
827
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$1.08M
|
-$205K
|
-1,060
|
-15%
|
|
|
828
|
Alta Wealth Advisors
Woburn,
Massachusetts
|
$1.08M
|
+$44K
|
+228
|
+4%
|
|
|
829
|
Refined Wealth Management
Salt Lake City,
Utah
|
$1.08M
|
+$61.4K
|
+318
|
+5%
|
|
|
830
|
Frank Rimerman Advisors
Palo Alto,
California
|
$1.07M
|
–
|
–
|
–
|
|
|
831
|
Rockbridge Investment Management
Syracuse,
New York
|
$1.07M
|
-$4.28M
|
-22,166
|
-78%
|
|
|
832
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$1.07M
|
+$348K
|
+1,800
|
+42%
|
|
|
833
|
Bay Colony Advisors
Concord,
Massachusetts
|
$1.07M
|
+$175K
|
+908
|
+20%
|
|
|
834
|
Ziegler Capital Management
Chicago,
Illinois
|
$1.07M
|
+$719K
|
+3,725
|
+160%
|
|
|
835
|
Cabot Wealth Management
Salem,
Massachusetts
|
$1.06M
|
–
|
–
|
–
|
|
|
836
|
S&T Bank
Indiana,
Pennsylvania
|
$1.06M
|
–
|
–
|
–
|
|
|
837
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.05M
|
-$109K
|
-562
|
-9%
|
|
|
838
|
Keeley-Teton Advisors
Chicago,
Illinois
|
$1.04M
|
+$579
|
+3
|
+0.1%
|
|
|
839
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$1.04M
|
+$11.6K
|
+60
|
+1%
|
|
|
840
|
Keel Point
Huntsville,
Alabama
|
$1.04M
|
-$491K
|
-2,542
|
-33%
|
|
|
841
|
Tiedemann Advisors
New York
|
$1.04M
|
-$146K
|
-756
|
-11%
|
|
|
842
|
J2 Capital Management
Troy,
Michigan
|
$1.04M
|
+$26.3K
|
+136
|
+2%
|
|
|
843
|
Denver PWM
Denver,
Colorado
|
$1.03M
|
-$90.2K
|
-467
|
-7%
|
|
|
844
|
Peak Asset Management
Louisville,
Colorado
|
$1.03M
|
-$332K
|
-1,720
|
-23%
|
|
|
845
|
Windsor Wealth Management
Indianapolis,
Indiana
|
$1.02M
|
+$184K
|
+953
|
+20%
|
|
|
846
|
Private Trust Company
Cleveland,
Ohio
|
$1.02M
|
-$549K
|
-2,844
|
-33%
|
|
|
847
|
Gibson Capital
Wexford,
Pennsylvania
|
$1.01M
|
–
|
–
|
–
|
|
|
848
|
Regal Wealth Group
Seal Beach,
California
|
$1.01M
|
+$2.32K
|
+12
|
+0.2%
|
|
|
849
|
Disciplined Investments
Tulsa,
Oklahoma
|
$1.01M
|
-$77.2K
|
-400
|
-7%
|
|
|
850
|
First Business Financial Services
Madison,
Wisconsin
|
$1.01M
|
–
|
–
|
–
|
|
