|
1401
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$1.4M
|
+$93.9K
|
+832
|
+6%
|
|
|
1402
|
Excalibur Management
Waltham,
Massachusetts
|
$1.4M
|
-$24.3K
|
-215
|
-2%
|
|
|
1403
|
Lighthouse Wealth Management
Ashland,
Ohio
|
$1.4M
|
–
|
–
|
–
|
|
|
1404
|
Cheviot Value Management
Beverly Hills,
California
|
$1.4M
|
–
|
–
|
–
|
|
|
1405
|
Long Road Investment Counsel
Kalamazoo,
Michigan
|
$1.39M
|
+$172K
|
+1,521
|
+13%
|
|
|
1406
|
Private Wealth Asset Management
Cedar Rapids,
Iowa
|
$1.39M
|
+$54K
|
+478
|
+4%
|
|
|
1407
|
EFG International
Zurich,
|
$1.39M
|
+$669K
|
+5,927
|
+78%
|
|
|
1408
|
Prosperity Consulting Group
Owings Mills,
Maryland
|
$1.39M
|
-$26.9K
|
-238
|
-2%
|
|
|
1409
|
Bellevue Asset Management
Bellevue,
Washington
|
$1.38M
|
+$226
|
+2
|
+0%
|
|
|
1410
|
Stableford Capital II
Scottsdale,
Arizona
|
$1.38M
|
+$64.7K
|
+573
|
+4%
|
|
|
1411
|
Cove Private Wealth
Oyster Bay Cove,
New York
|
$1.38M
|
+$123K
|
+1,085
|
+9%
|
|
|
1412
|
McDaniel Terry & Co
Austin,
Texas
|
$1.38M
|
+$114K
|
+1,012
|
+8%
|
|
|
1413
|
MOKAN Wealth Management
Overland Park,
Kansas
|
$1.37M
|
-$1.75M
|
-15,492
|
-54%
|
|
|
1414
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$1.37M
|
-$850K
|
-7,531
|
-36%
|
|
|
1415
|
Nikulski Financial
Bettendorf,
Iowa
|
$1.36M
|
-$44K
|
-390
|
-3%
|
|
|
1416
|
Curated Wealth Partners
El Segundo,
California
|
$1.36M
|
-$339K
|
-3,004
|
-18%
|
|
|
1417
|
ARWA LLC
Fort Worth,
Texas
|
$1.36M
|
+$339K
|
+3,002
|
+29%
|
|
|
1418
|
Peachtree Investment Partners
Indian River Shores,,
Florida
|
$1.35M
|
-$44K
|
-390
|
-3%
|
|
|
1419
|
Bull Street Advisors
Savannah,
Georgia
|
$1.35M
|
+$28.2K
|
+250
|
+2%
|
|
|
1420
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$1.34M
|
-$157K
|
-1,391
|
-10%
|
|
|
1421
|
Stance Capital
Boston,
Massachusetts
|
$1.34M
|
+$190K
|
+1,683
|
+15%
|
|
|
1422
|
ticino wealth
Mission Viejo,
California
|
$1.34M
|
+$82.7K
|
+732
|
+7%
|
|
|
1423
|
Advisors Preferred
Rockville,
Maryland
|
$1.33M
|
–
|
–
|
–
|
|
|
1424
|
Lee Financial
Dallas,
Texas
|
$1.33M
|
-$162K
|
-1,437
|
-10%
|
|
|
1425
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$1.33M
|
-$6.55K
|
-58
|
-0.4%
|
|
