|
601
|
MontVue Capital Management
Lynchburg,
Virginia
|
$15.1M
|
-$1.27M
|
-4,383
|
-7%
|
|
|
602
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$15.1M
|
+$329K
|
+1,134
|
+2%
|
|
|
603
|
Intrepid Family Office
Sarasota,
Florida
|
$15.1M
|
-$16M
|
-55,000
|
-50%
|
|
|
604
|
Applied Capital
Little Rock,
Arkansas
|
$15.1M
|
+$559K
|
+1,923
|
+4%
|
|
|
605
|
Monument Group Wealth Advisors
Concord,
Massachusetts
|
$15.1M
|
+$271K
|
+934
|
+2%
|
|
|
606
|
Cascade Financial Partners
San Diego,
California
|
$15.1M
|
-$2.45M
|
-8,428
|
-13%
|
|
|
607
|
WealthPLAN Partners
Omaha,
Nebraska
|
$15M
|
+$388K
|
+1,337
|
+3%
|
|
|
608
|
Community Bank
Dewitt,
New York
|
$14.9M
|
-$3.1M
|
-10,661
|
-16%
|
|
|
609
|
|
$14.9M
|
+$15.8M
|
+54,219
|
New
|
|
|
610
|
Seldon Capital
San Francisco,
California
|
$14.9M
|
–
|
–
|
–
|
|
|
611
|
LexAurum Advisors
Overland Park,
Kansas
|
$14.8M
|
-$845K
|
-2,908
|
-5%
|
|
|
612
|
Lanham O'Dell & Company
Hurricane,
West Virginia
|
$14.8M
|
-$214K
|
-736
|
-1%
|
|
|
613
|
Essential Planning
Portsmouth,
New Hampshire
|
$14.8M
|
-$921M
|
-3,169,606
|
-98%
|
|
|
614
|
Washington Trust
Westerly,
Rhode Island
|
$14.7M
|
+$1.29M
|
+4,429
|
+9%
|
|
|
615
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$14.7M
|
-$5.39M
|
-18,547
|
-26%
|
|
|
616
|
TCI Wealth Advisors
Tucson,
Arizona
|
$14.7M
|
-$59.8K
|
-206
|
-0.4%
|
|
|
617
|
AA Financial Advisors
Columbus,
Ohio
|
$14.7M
|
-$2.39M
|
-8,217
|
-13%
|
|
|
618
|
Chevy Chase Trust
Bethesda,
Maryland
|
$14.7M
|
-$157K
|
-539
|
-1%
|
|
|
619
|
Strategic Blueprint
Atlanta,
Georgia
|
$14.6M
|
+$11.5M
|
+39,650
|
+292%
|
|
|
620
|
Pacific Capital Wealth Advisors
Corona,
California
|
$14.6M
|
-$2.72M
|
-9,347
|
-15%
|
|
|
621
|
MJP Associates
Farmington,
Connecticut
|
$14.5M
|
+$25.6K
|
+88
|
+0.2%
|
|
|
622
|
Wilson & Boucher Capital Management
Moraga,
California
|
$14.4M
|
+$859K
|
+2,956
|
+6%
|
|
|
623
|
Empirical Finance
Havertown,
Pennsylvania
|
$14.4M
|
-$847K
|
-2,914
|
-5%
|
|
|
624
|
Cornerstone Management
Duluth,
Georgia
|
$14.3M
|
+$88.3K
|
+304
|
+0.6%
|
|
|
625
|
WealthCollab
Bellevue,
Washington
|
$14.3M
|
+$785K
|
+2,701
|
+5%
|
|
