|
1026
|
Delap Wealth Advisory
Lake Oswego,
Oregon
|
$1.79M
|
+$67.1K
|
+1,444
|
+4%
|
|
|
1027
|
Dynamic Wealth Strategies
Granite Bay,
California
|
$1.78M
|
-$121K
|
-2,604
|
-6%
|
|
|
1028
|
Frederick Financial Consultants
Frederick,
Maryland
|
$1.78M
|
+$1.88M
|
+40,507
|
New
|
|
|
1029
|
Ascent Capital Management
Bend,
Oregon
|
$1.78M
|
+$1.88M
|
+40,375
|
New
|
|
|
1030
|
Mosaic Advisors
Houston,
Texas
|
$1.77M
|
-$258K
|
-5,546
|
-12%
|
|
|
1031
|
Sabal Trust
St. Petersburg,
Florida
|
$1.77M
|
–
|
–
|
–
|
|
|
1032
|
|
$1.77M
|
+$787K
|
+16,934
|
+73%
|
|
|
1033
|
Keeley-Teton Advisors
Chicago,
Illinois
|
$1.76M
|
-$173K
|
-3,723
|
-9%
|
|
|
1034
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$1.76M
|
+$297K
|
+6,390
|
+19%
|
|
|
1035
|
City State Bank
Norwalk,
Iowa
|
$1.75M
|
-$33.6K
|
-722
|
-2%
|
|
|
1036
|
South Plains Financial
Lubbock,
Texas
|
$1.75M
|
+$1.85M
|
+39,726
|
New
|
|
|
1037
|
Vaughan & Co Securities
Ridgewood,
New Jersey
|
$1.75M
|
–
|
–
|
–
|
|
|
1038
|
Voisard Asset Management Group
Grand Rapids,
Michigan
|
$1.75M
|
-$1.91M
|
-41,011
|
-51%
|
|
|
1039
|
Aries Wealth Management
Portland,
Maine
|
$1.74M
|
-$30.5K
|
-656
|
-2%
|
|
|
1040
|
Capital Group Private Client Services
Los Angeles,
California
|
$1.74M
|
+$441K
|
+9,485
|
+32%
|
|
|
1041
|
CIBC Asset Management
Toronto,
Ontario, Canada
|
$1.73M
|
-$221K
|
-4,750
|
-11%
|
|
|
1042
|
HUB Investment Partners
Austin,
Texas
|
$1.73M
|
+$31K
|
+668
|
+2%
|
|
|
1043
|
Foresight Capital Management Advisors
Saline,
Michigan
|
$1.73M
|
+$535K
|
+11,512
|
+42%
|
|
|
1044
|
Quartz Partners
Saratoga Springs,
New York
|
$1.72M
|
+$64.1K
|
+1,380
|
+4%
|
|
|
1045
|
Gotham Asset Management
New York
|
$1.72M
|
+$149K
|
+3,212
|
+9%
|
|
|
1046
|
Gilman Hill Asset Management
New Canaan,
Connecticut
|
$1.72M
|
-$634K
|
-13,640
|
-26%
|
|
|
1047
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$1.7M
|
+$507K
|
+10,906
|
+39%
|
|
|
1048
|
Ironsides Asset Advisors
Rocky Mount,
North Carolina
|
$1.69M
|
+$1.79M
|
+38,475
|
New
|
|
|
1049
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$1.69M
|
+$9.06K
|
+195
|
+0.5%
|
|
|
1050
|
Westside Investment Management
Santa Monica,
California
|
$1.69M
|
-$172K
|
-3,704
|
-9%
|
|
