|
1301
|
Vista Investment Partners II
Richmond,
Indiana
|
$5.76M
|
-$429K
|
-816
|
-7%
|
|
|
1302
|
XY Planning Network
Bozeman,
Montana
|
$5.75M
|
+$4.05M
|
+7,705
|
+319%
|
|
|
1303
|
Burling Wealth Partners
Chicago,
Illinois
|
$5.74M
|
+$684K
|
+1,302
|
+15%
|
|
|
1304
|
WealthCare Investment Partners
Portsmouth,
Rhode Island
|
$5.73M
|
-$46.8K
|
-89
|
-0.9%
|
|
|
1305
|
Schear Investment Advisers
Cincinnati,
Ohio
|
$5.72M
|
-$4.74M
|
-9,015
|
-47%
|
|
|
1306
|
PGIM Custom Harvest
Newark,
New Jersey
|
$5.69M
|
-$208K
|
-396
|
-4%
|
|
|
1307
|
Evernest Financial Advisors
Carmel,
Indiana
|
$5.69M
|
-$227K
|
-431
|
-4%
|
|
|
1308
|
Custos Family Office
Austin,
Texas
|
$5.68M
|
-$31.5K
|
-60
|
-0.6%
|
|
|
1309
|
Platform Technology Partners
New York
|
$5.68M
|
+$197K
|
+374
|
+4%
|
|
|
1310
|
Raffa Wealth Management
Washington,
District of Columbia
|
$5.67M
|
+$22.1K
|
+42
|
+0.4%
|
|
|
1311
|
Milestone Asset Management Group
Avon,
Connecticut
|
$5.66M
|
+$344K
|
+654
|
+7%
|
|
|
1312
|
Members Trust
Tampa,
Florida
|
$5.63M
|
-$246K
|
-469
|
-5%
|
|
|
1313
|
ZWJ Investment Counsel
Atlanta,
Georgia
|
$5.63M
|
-$85.7K
|
-163
|
-2%
|
|
|
1314
|
|
$5.63M
|
+$527K
|
+1,003
|
+11%
|
|
|
1315
|
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
|
$5.63M
|
–
|
–
|
–
|
|
|
1316
|
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
|
$5.61M
|
+$2.24M
|
+4,254
|
+76%
|
|
|
1317
|
Axis Wealth Partners
East Providence,
Rhode Island
|
$5.6M
|
+$274K
|
+521
|
+6%
|
|
|
1318
|
Essex Financial Services
Essex,
Connecticut
|
$5.59M
|
+$128K
|
+243
|
+3%
|
|
|
1319
|
Anchor Investment Management
Columbia,
South Carolina
|
$5.59M
|
-$230K
|
-437
|
-4%
|
|
|
1320
|
FDx Advisors
Chicago,
Illinois
|
$5.59M
|
+$33.6K
|
+64
|
+0.7%
|
|
|
1321
|
Sigma Investment Counselors
Northville,
Michigan
|
$5.58M
|
+$53.1K
|
+101
|
+1%
|
|
|
1322
|
Ritholtz Wealth Management
New York
|
$5.57M
|
+$1.14M
|
+2,172
|
+28%
|
|
|
1323
|
Single Point Partners
Boston,
Massachusetts
|
$5.55M
|
+$216K
|
+411
|
+4%
|
|
|
1324
|
United Advisor Group
Cincinnati,
Ohio
|
$5.55M
|
-$210K
|
-400
|
-4%
|
|
|
1325
|
M3 Advisory Group
Needham Heights,
Massachusetts
|
$5.54M
|
+$484K
|
+921
|
+10%
|
|
