|
826
|
IMC Chicago
Chicago,
Illinois
|
$3.99M
|
-$338K
|
-1,980
|
-9%
|
|
|
827
|
Surience Private Wealth
Yakima,
Washington
|
$3.98M
|
+$3.57M
|
+20,886
|
New
|
|
|
828
|
Van Cleef Asset Management
Beachwood,
Ohio
|
$3.96M
|
-$611K
|
-3,575
|
-15%
|
|
|
829
|
PlanVest Financial
Gaithersburg,
Maryland
|
$3.96M
|
-$72.6K
|
-425
|
-2%
|
|
|
830
|
Arbor Wealth Management (Arizona)
Tempe,
Arizona
|
$3.96M
|
+$3.55M
|
+20,795
|
New
|
|
|
831
|
Cape Ann Savings Bank
Glocuster,
Massachusetts
|
$3.96M
|
-$46.1K
|
-270
|
-1%
|
|
|
832
|
Harbour Trust & Investment Management
Michigan City,
Indiana
|
$3.94M
|
-$39.5K
|
-231
|
-1%
|
|
|
833
|
Avantax Planning Partners
Dubuque,
Iowa
|
$3.91M
|
-$127K
|
-741
|
-3%
|
|
|
834
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$3.91M
|
-$2.39M
|
-13,964
|
-41%
|
|
|
835
|
GC Wealth Management RIA
Cambridge,
Massachusetts
|
$3.9M
|
+$1.28M
|
+7,473
|
+57%
|
|
|
836
|
Anchyra Partners
Atlanta,
Georgia
|
$3.88M
|
–
|
–
|
–
|
|
|
837
|
GAMCO Investors
Greenwich,
Connecticut
|
$3.87M
|
-$478K
|
-2,800
|
-12%
|
|
|
838
|
Kagan Cocozza Asset Management
Mickleton,
New Jersey
|
$3.86M
|
-$597K
|
-3,492
|
-15%
|
|
|
839
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$3.86M
|
-$58.1M
|
-340,330
|
-94%
|
|
|
840
|
Clearview Wealth Management
Irvine,
California
|
$3.86M
|
-$66.3K
|
-388
|
-2%
|
|
|
841
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
$3.86M
|
+$433K
|
+2,537
|
+14%
|
|
|
842
|
Trifecta Capital Advisors
Northbrook,
Illinois
|
$3.85M
|
–
|
–
|
–
|
|
|
843
|
Cerro Pacific Wealth Advisors
San Luis Obispo,
California
|
$3.84M
|
-$209K
|
-1,225
|
-6%
|
|
|
844
|
Lynch & Associates
Newburgh,
Indiana
|
$3.83M
|
-$19.6K
|
-115
|
-0.6%
|
|
|
845
|
Koshinski Asset Management
Decatur,
Illinois
|
$3.82M
|
-$319K
|
-1,868
|
-9%
|
|
|
846
|
TTP Investments
San Jose,
California
|
$3.82M
|
+$3.43M
|
+20,055
|
New
|
|
|
847
|
WhitTier Trust Company
Reno,
Nevada
|
$3.8M
|
–
|
–
|
–
|
|
|
848
|
OneAscent Financial Services
Birmingham,
Alabama
|
$3.76M
|
-$110K
|
-643
|
-3%
|
|
|
849
|
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
|
$3.75M
|
-$900K
|
-5,267
|
-21%
|
|
|
850
|
Hills Bank & Trust
North Liberty,
Iowa
|
$3.75M
|
+$1.01M
|
+5,921
|
+43%
|
|
