|
1401
|
Supplemental Annuity Collective Trust (SACT) of New Jersey
Trenton,
New Jersey
|
$1.74M
|
–
|
–
|
–
|
|
|
1402
|
Appleton Partners
Boston,
Massachusetts
|
$1.74M
|
+$12.6K
|
+99
|
+0.7%
|
|
|
1403
|
Excalibur Management
Waltham,
Massachusetts
|
$1.73M
|
–
|
–
|
–
|
|
|
1404
|
Canopy Partners
Cincinnati,
Ohio
|
$1.73M
|
+$3.82K
|
+30
|
+0.2%
|
|
|
1405
|
NBC Securities
Birmingham,
Alabama
|
$1.72M
|
-$166K
|
-1,302
|
-9%
|
|
|
1406
|
CM Wealth Advisors
Beachwood,
Ohio
|
$1.72M
|
+$947K
|
+7,431
|
+118%
|
|
|
1407
|
Prosperity Consulting Group
Owings Mills,
Maryland
|
$1.72M
|
-$510
|
-4
|
-0%
|
|
|
1408
|
Nikulski Financial
Bettendorf,
Iowa
|
$1.71M
|
+$423K
|
+3,317
|
+32%
|
|
|
1409
|
Lighthouse Wealth Management
Ashland,
Ohio
|
$1.71M
|
–
|
–
|
–
|
|
|
1410
|
Regal Investment Advisors
Kentwood,
Michigan
|
$1.7M
|
+$219K
|
+1,717
|
+14%
|
|
|
1411
|
Symphony Financial
Houston,
Texas
|
$1.7M
|
-$154K
|
-1,209
|
-8%
|
|
|
1412
|
Peachtree Investment Partners
Indian River Shores,,
Florida
|
$1.69M
|
-$7.52K
|
-59
|
-0.4%
|
|
|
1413
|
Bellevue Asset Management
Bellevue,
Washington
|
$1.69M
|
+$127
|
+1
|
+0%
|
|
|
1414
|
Howard Capital Management
Roswell,
Georgia
|
$1.69M
|
+$8.79K
|
+69
|
+0.5%
|
|
|
1415
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$1.69M
|
-$142K
|
-1,117
|
-8%
|
|
|
1416
|
GHE LLC
Memphis,
Tennessee
|
$1.68M
|
+$77.6K
|
+609
|
+5%
|
|
|
1417
|
Integrated Advisors Network
Dallas,
Texas
|
$1.68M
|
-$273K
|
-2,146
|
-14%
|
|
|
1418
|
Beverly Hills Private Wealth
Beverly Hills,
California
|
$1.68M
|
-$31.8K
|
-250
|
-2%
|
|
|
1419
|
Matters Capital
Miami,
Florida
|
$1.68M
|
+$1.7M
|
+13,372
|
New
|
|
|
1420
|
Wealth Alliance
Mellville,
New York
|
$1.67M
|
-$122K
|
-954
|
-7%
|
|
|
1421
|
Heritage Family Offices
Scottsdale,
Arizona
|
$1.67M
|
-$143K
|
-1,119
|
-8%
|
|
|
1422
|
CWA Asset Management Group
Naples,
Florida
|
$1.67M
|
-$204K
|
-1,600
|
-11%
|
|
|
1423
|
Jeppson Wealth Management
Manhattan Beach,
California
|
$1.66M
|
-$45.9K
|
-360
|
-3%
|
|
|
1424
|
Aspen Investment Management
Grand Rapids,
Michigan
|
$1.66M
|
+$958K
|
+7,520
|
+131%
|
|
|
1425
|
Marble Wealth
Montgomery,
Alabama
|
$1.66M
|
+$1.68M
|
+13,216
|
New
|
|
