|
1151
|
First American Trust
Santa Ana,
California
|
$1.15M
|
+$160K
|
+3,715
|
+16%
|
|
|
1152
|
United Advisor Group
Cincinnati,
Ohio
|
$1.15M
|
-$188K
|
-4,362
|
-14%
|
|
|
1153
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$1.15M
|
+$412K
|
+9,558
|
+58%
|
|
|
1154
|
Institute for Wealth Management
Denver,
Colorado
|
$1.13M
|
-$82.1K
|
-1,906
|
-7%
|
|
|
1155
|
Elgethun Capital Management
Sioux Falls,
South Dakota
|
$1.13M
|
+$2.37K
|
+55
|
+0.2%
|
|
|
1156
|
Well Done LLC
Holland,
Michigan
|
$1.13M
|
+$10K
|
+233
|
+0.9%
|
|
|
1157
|
Fidelis Capital Partners
Tampa,
Florida
|
$1.12M
|
-$25.1K
|
-582
|
-2%
|
|
|
1158
|
SageView Advisory Group
Newport Beach,
California
|
$1.12M
|
+$313K
|
+7,276
|
+40%
|
|
|
1159
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$1.12M
|
-$5.11M
|
-118,554
|
-82%
|
|
|
1160
|
Principal Financial Group
Des Moines,
Iowa
|
$1.12M
|
-$10.4K
|
-242
|
-0.9%
|
|
|
1161
|
Petredis Investment Advisors
Warrendale,
Pennsylvania
|
$1.12M
|
-$90.5K
|
-2,100
|
-8%
|
|
|
1162
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$1.12M
|
+$44.5K
|
+1,033
|
+4%
|
|
|
1163
|
Moser Wealth Advisors
Bellevue,
Washington
|
$1.11M
|
-$63.8K
|
-1,482
|
-6%
|
|
|
1164
|
Sovereign Investment Advisors
Phoenix,
Arizona
|
$1.11M
|
-$1.08K
|
-25
|
-0.1%
|
|
|
1165
|
Iconiq Capital
San Francisco,
California
|
$1.11M
|
+$1.09M
|
+25,359
|
New
|
|
|
1166
|
Mayflower Financial Advisors
Boston,
Massachusetts
|
$1.11M
|
-$94.2K
|
-2,186
|
-8%
|
|
|
1167
|
Sunesis Advisors
Overland Park,
Kansas
|
$1.1M
|
–
|
–
|
–
|
|
|
1168
|
First American Bank
Dundee,
Illinois
|
$1.1M
|
-$11.5K
|
-268
|
-1%
|
|
|
1169
|
First Interstate Bank
Billings,
Montana
|
$1.1M
|
+$6.81K
|
+158
|
+0.6%
|
|
|
1170
|
Journey Strategic Wealth
Summit,
New Jersey
|
$1.1M
|
-$112K
|
-2,594
|
-9%
|
|
|
1171
|
Noble Family Wealth
Clearwater,
Florida
|
$1.1M
|
+$1.16K
|
+27
|
+0.1%
|
|
|
1172
|
Encompass Wealth Advisors
Portland,
Oregon
|
$1.09M
|
-$11.1K
|
-257
|
-1%
|
|
|
1173
|
Chapin Davis
Baltimore,
Maryland
|
$1.09M
|
-$6.72K
|
-156
|
-0.6%
|
|
|
1174
|
Carmichael Hill & Associates
Gaithersburg,
Maryland
|
$1.09M
|
+$7.41K
|
+172
|
+0.7%
|
|
|
1175
|
International Assets Investment Management
Orlando,
Florida
|
$1.09M
|
-$593K
|
-13,775
|
-36%
|
|
