|
1601
|
Financial Perspectives
Minneapolis,
Minnesota
|
$2.87M
|
+$665
|
+3
|
+0%
|
|
|
1602
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$2.87M
|
-$31.6M
|
-142,305
|
-92%
|
|
|
1603
|
Diversified Enterprises
Wilmington,
Delaware
|
$2.87M
|
+$48.6K
|
+219
|
+2%
|
|
|
1604
|
SeaCrest Wealth Management
Purchase,
New York
|
$2.87M
|
-$171K
|
-770
|
-6%
|
|
|
1605
|
Dumont & Blake Investment Advisors
Princeton,
New Jersey
|
$2.86M
|
-$46.6K
|
-210
|
-2%
|
|
|
1606
|
Klingman & Associates
New York
|
$2.85M
|
-$10.6K
|
-48
|
-0.4%
|
|
|
1607
|
WealthBridge Capital Management
Westerville,
Ohio
|
$2.85M
|
+$18.9K
|
+85
|
+0.7%
|
|
|
1608
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
$2.85M
|
+$45.5K
|
+205
|
+2%
|
|
|
1609
|
Montgomery Investment Management
Rockville,
Maryland
|
$2.84M
|
–
|
–
|
–
|
|
|
1610
|
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
$2.84M
|
-$140K
|
-631
|
-5%
|
|
|
1611
|
MCF Advisors
Covington,
Kentucky
|
$2.84M
|
+$142K
|
+638
|
+5%
|
|
|
1612
|
Sippican Capital Advisors
Boston,
Massachusetts
|
$2.83M
|
-$96.9K
|
-437
|
-3%
|
|
|
1613
|
Latitude Advisors
Vero Beach,
Florida
|
$2.83M
|
+$308K
|
+1,389
|
+12%
|
|
|
1614
|
Tannin Capital
Charlotte,
North Carolina
|
$2.83M
|
+$376K
|
+1,695
|
+15%
|
|
|
1615
|
Wright Investors Service
Shelton,
Connecticut
|
$2.83M
|
-$886K
|
-3,995
|
-23%
|
|
|
1616
|
Advyzon Investment Management
Lisle,
Illinois
|
$2.83M
|
+$396K
|
+1,784
|
+16%
|
|
|
1617
|
|
$2.83M
|
+$2.88M
|
+13,003
|
New
|
|
|
1618
|
SNS Financial Group
Minneapolis,
Minnesota
|
$2.82M
|
-$3.77K
|
-17
|
-0.1%
|
|
|
1619
|
Sunflower Bank
Dallas,
Texas
|
$2.82M
|
-$5.55K
|
-25
|
-0.2%
|
|
|
1620
|
Abacus Wealth Partners
Santa Monica,
California
|
$2.82M
|
+$37.9K
|
+171
|
+1%
|
|
|
1621
|
Peloton Wealth Strategists
Indianapolis,
Indiana
|
$2.81M
|
-$33.3K
|
-150
|
-1%
|
|
|
1622
|
SWP Investment Management
Independence,
Ohio
|
$2.81M
|
+$55.5K
|
+250
|
+2%
|
|
|
1623
|
Optimist Retirement Group
Bellevue,
Washington
|
$2.81M
|
-$25.3K
|
-114
|
-0.9%
|
|
|
1624
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$2.81M
|
+$35K
|
+158
|
+1%
|
|
|
1625
|
Midland Wealth Advisors
Effingham,
Illinois
|
$2.81M
|
-$109K
|
-493
|
-4%
|
|
