|
301
|
TriaGen Wealth Management
Calabasas,
California
|
$12M
|
-$125K
|
-1,856
|
-1%
|
|
|
302
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$11.9M
|
+$1.39M
|
+20,660
|
+13%
|
|
|
303
|
Principal Securities
Des Moines,
Iowa
|
$11.9M
|
+$270K
|
+4,024
|
+2%
|
|
|
304
|
Scott Capital Advisors
Portland,
Oregon
|
$11.9M
|
-$738K
|
-10,992
|
-6%
|
|
|
305
|
Commerce Bank
Kansas City,
Missouri
|
$11.9M
|
+$1.82M
|
+27,052
|
+17%
|
|
|
306
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$11.9M
|
+$3.2M
|
+47,672
|
+35%
|
|
|
307
|
Gemmer Asset Management
Walnut Creek,
California
|
$11.8M
|
-$41.9K
|
-624
|
-0.3%
|
|
|
308
|
Sandy Cove Advisors
Hingham,
Massachusetts
|
$11.8M
|
+$127K
|
+1,888
|
+1%
|
|
|
309
|
Fortitude Family Office
Scottsdale,
Arizona
|
$11.8M
|
+$2.22M
|
+33,068
|
+22%
|
|
|
310
|
Franklin Resources
San Mateo,
California
|
$11.8M
|
+$815K
|
+12,148
|
+7%
|
|
|
311
|
GWN Securities
Palm Beach Gardens,
Florida
|
$11.8M
|
+$11.4M
|
+169,960
|
+3,217%
|
|
|
312
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$11.7M
|
-$352K
|
-5,244
|
-3%
|
|
|
313
|
AllianceBernstein
Nashville,
Tennessee
|
$11.7M
|
-$511K
|
-7,608
|
-4%
|
|
|
314
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$11.6M
|
+$1.37M
|
+20,360
|
+13%
|
|
|
315
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$11.5M
|
-$24.4K
|
-364
|
-0.2%
|
|
|
316
|
|
$11.4M
|
-$744K
|
-11,084
|
-6%
|
|
|
317
|
Black Diamond Financial
Towson,
Maryland
|
$11.4M
|
-$8.32K
|
-124
|
-0.1%
|
|
|
318
|
Graypoint LLC
Albany,
New York
|
$11.2M
|
-$730K
|
-10,872
|
-6%
|
|
|
319
|
Sebold Capital Management
Lisle,
Illinois
|
$11.2M
|
+$882K
|
+13,136
|
+8%
|
|
|
320
|
Ironsides Asset Advisors
Rocky Mount,
North Carolina
|
$11.2M
|
-$1.88K
|
-28
|
-0%
|
|
|
321
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$11.2M
|
+$781K
|
+11,640
|
+7%
|
|
|
322
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$11.2M
|
+$358K
|
+5,340
|
+3%
|
|
|
323
|
Belpointe Asset Management
Reno,
Nevada
|
$11M
|
+$9.94M
|
+148,112
|
+659%
|
|
|
324
|
CRA Financial Services
Northfield,
New Jersey
|
$11M
|
+$602K
|
+8,968
|
+6%
|
|
|
325
|
Goldstone Financial Group
Oakbrook Terrace,
Illinois
|
$11M
|
+$1.09M
|
+16,300
|
+11%
|
|
