|
801
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$2.19M
|
+$868K
|
+6,187
|
+64%
|
|
|
802
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$2.19M
|
+$92.6K
|
+660
|
+4%
|
|
|
803
|
Wilson & Boucher Capital Management
Moraga,
California
|
$2.18M
|
+$21.2K
|
+151
|
+1%
|
|
|
804
|
Keel Point
Huntsville,
Alabama
|
$2.18M
|
+$252K
|
+1,794
|
+13%
|
|
|
805
|
City State Bank
Norwalk,
Iowa
|
$2.17M
|
+$37.2K
|
+265
|
+2%
|
|
|
806
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$2.17M
|
+$11.8K
|
+84
|
+0.5%
|
|
|
807
|
Howard Wealth Management
Madison,
Connecticut
|
$2.17M
|
-$12.1K
|
-86
|
-0.5%
|
|
|
808
|
Maripau Wealth Management
Fort Wayne,
Indiana
|
$2.16M
|
+$68.1K
|
+485
|
+3%
|
|
|
809
|
MONECO Advisors
Fairfield,
Connecticut
|
$2.15M
|
-$143K
|
-1,022
|
-6%
|
|
|
810
|
Alpha Cubed Investments
Irvine,
California
|
$2.15M
|
+$495K
|
+3,529
|
+29%
|
|
|
811
|
ERn Financial LLC
Middleton,
Wisconsin
|
$2.15M
|
+$84.8K
|
+604
|
+4%
|
|
|
812
|
TownSquare Capital
Provo,
Utah
|
$2.14M
|
-$7.7M
|
-54,888
|
-78%
|
|
|
813
|
Evergreen Wealth Management
Williamston,
Michigan
|
$2.13M
|
+$135K
|
+963
|
+7%
|
|
|
814
|
Granite Harbor Advisors
Houston,
Texas
|
$2.1M
|
–
|
–
|
–
|
|
|
815
|
Proficio Capital Partners
Newton,
Massachusetts
|
$2.1M
|
+$1.5M
|
+10,665
|
+237%
|
|
|
816
|
Blue Barn Wealth
Orem,
Utah
|
$2.09M
|
-$2.73M
|
-19,422
|
-56%
|
|
|
817
|
Legacy Private Trust
Neenah,
Wisconsin
|
$2.09M
|
+$109K
|
+775
|
+5%
|
|
|
818
|
MilWealth Group
Milwaukee,
Wisconsin
|
$2.09M
|
-$28.6K
|
-204
|
-1%
|
|
|
819
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$2.08M
|
-$107K
|
-762
|
-5%
|
|
|
820
|
Weitzel Financial Services
Dubuque,
Iowa
|
$2.08M
|
+$202K
|
+1,440
|
+11%
|
|
|
821
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$2.08M
|
+$284K
|
+2,027
|
+16%
|
|
|
822
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$2.06M
|
-$2.1K
|
-15
|
-0.1%
|
|
|
823
|
ADE LLC
Baltimore,
Maryland
|
$2.06M
|
+$27.2K
|
+194
|
+1%
|
|
|
824
|
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
|
$2.05M
|
+$14.7K
|
+105
|
+0.7%
|
|
|
825
|
Americana Partners
Houston,
Texas
|
$2.05M
|
–
|
–
|
–
|
|
