|
426
|
Independence Wealth Advisors (Ohio)
Independence,
Ohio
|
$2.66M
|
+$33.1K
|
+197
|
+1%
|
|
|
427
|
NorthCrest Asset Manangement
Plymouth,
Minnesota
|
$2.65M
|
-$1.84M
|
-10,976
|
-40%
|
|
|
428
|
Crew Capital Management
Cincinnati,
Ohio
|
$2.65M
|
-$33.7K
|
-201
|
-1%
|
|
|
429
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$2.6M
|
-$361K
|
-2,148
|
-12%
|
|
|
430
|
Maridea Wealth Management
Brooklyn,
New York
|
$2.6M
|
-$19.6K
|
-117
|
-0.7%
|
|
|
431
|
Whitaker-Myers Wealth Managers
Mansfield,
Ohio
|
$2.57M
|
+$1.11M
|
+6,638
|
+72%
|
|
|
432
|
Timothy G. Youngquist 2020 Irrevocable Trust
Fort Myers,
Florida
|
$2.57M
|
+$2.67M
|
+15,911
|
New
|
|
|
433
|
Markin Asset Management
Rye,
New York
|
$2.57M
|
+$511K
|
+3,046
|
+24%
|
|
|
434
|
Cary Street Partners
Richmond,
Virginia
|
$2.56M
|
-$92.8K
|
-553
|
-3%
|
|
|
435
|
Trust Company
Manhattan,
Kansas
|
$2.56M
|
-$131K
|
-783
|
-5%
|
|
|
436
|
Keebeck Wealth Management
Chicago,
Illinois
|
$2.54M
|
-$1.05M
|
-6,250
|
-28%
|
|
|
437
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$2.54M
|
+$138K
|
+822
|
+6%
|
|
|
438
|
Bank of New York Mellon
New York
|
$2.53M
|
-$413K
|
-2,460
|
-14%
|
|
|
439
|
Everest Financial Group
Minneapolis,
Minnesota
|
$2.49M
|
+$2.59M
|
+15,421
|
New
|
|
|
440
|
Risk Paradigm Group
Austin,
Texas
|
$2.49M
|
-$431K
|
-2,567
|
-14%
|
|
|
441
|
Arosa Capital Management
Miami Beach,
Florida
|
$2.48M
|
+$2.58M
|
+15,354
|
New
|
|
|
442
|
Brown, Lisle/Cummings
Providence,
Rhode Island
|
$2.47M
|
-$30.9K
|
-184
|
-1%
|
|
|
443
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$2.47M
|
-$7.17M
|
-42,713
|
-74%
|
|
|
444
|
PCG Asset Management
Gladstone,
New Jersey
|
$2.45M
|
+$108K
|
+646
|
+4%
|
|
|
445
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$2.44M
|
+$31.4K
|
+187
|
+1%
|
|
|
446
|
Avior Wealth Management
Omaha,
Nebraska
|
$2.44M
|
-$73.7K
|
-439
|
-3%
|
|
|
447
|
Graetz Wealth
Jenison,
Michigan
|
$2.44M
|
-$348K
|
-2,076
|
-12%
|
|
|
448
|
CreativeOne Wealth
Overland Park,
Kansas
|
$2.43M
|
-$178K
|
-1,060
|
-7%
|
|
|
449
|
Parallel Advisors
San Francisco,
California
|
$2.43M
|
+$420K
|
+2,502
|
+20%
|
|
|
450
|
Intrepid Family Office
Sarasota,
Florida
|
$2.43M
|
+$2.52M
|
+15,000
|
New
|
|
