|
1851
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$6.48M
|
+$6.88M
|
+17,162
|
New
|
|
|
1852
|
IAM Advisory
Easton,
Pennsylvania
|
$6.48M
|
-$74.6K
|
-186
|
-1%
|
|
|
1853
|
Mitchell & Pahl Private Wealth
Oklahoma City,
Oklahoma
|
$6.46M
|
-$235K
|
-586
|
-3%
|
|
|
1854
|
Resurgent Financial Advisors
Atlanta,
Georgia
|
$6.46M
|
+$1.79M
|
+4,460
|
+35%
|
|
|
1855
|
Personal CFO Solutions
Chester,
New Jersey
|
$6.45M
|
-$217K
|
-540
|
-3%
|
|
|
1856
|
Family Capital Trust
Peabody,
Massachusetts
|
$6.42M
|
-$188K
|
-468
|
-3%
|
|
|
1857
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$6.41M
|
+$72.2K
|
+180
|
+1%
|
|
|
1858
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$6.41M
|
+$64.2K
|
+160
|
+1%
|
|
|
1859
|
SmartHarvest Portfolios
Poulsbo,
Washington
|
$6.41M
|
-$299K
|
-746
|
-4%
|
|
|
1860
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$6.39M
|
-$251K
|
-626
|
-4%
|
|
|
1861
|
|
$6.38M
|
+$594K
|
+1,481
|
+10%
|
|
|
1862
|
Nutshell Asset Management
Sevenoaks,
United Kingdom
|
$6.38M
|
+$761K
|
+1,898
|
+13%
|
|
|
1863
|
Ignite Planners
San Clemente,
California
|
$6.37M
|
+$373K
|
+931
|
+6%
|
|
|
1864
|
WealthShield Partners
Cary,
North Carolina
|
$6.37M
|
-$1.91M
|
-4,770
|
-22%
|
|
|
1865
|
Heartland Bank & Trust
Bloomington,
Illinois
|
$6.36M
|
+$115K
|
+286
|
+2%
|
|
|
1866
|
Group One Trading
Chicago,
Illinois
|
$6.36M
|
+$6.49M
|
+16,175
|
+2,451%
|
|
|
1867
|
Oliver Luxxe Assets
Gladstone,
New Jersey
|
$6.36M
|
+$95K
|
+237
|
+1%
|
|
|
1868
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$6.34M
|
+$214K
|
+534
|
+3%
|
|
|
1869
|
Ethos Capital Management
Newtown,
Pennsylvania
|
$6.33M
|
+$1.43M
|
+3,571
|
+27%
|
|
|
1870
|
Leisure Capital Management
Costa Mesa,
California
|
$6.33M
|
-$27.3K
|
-68
|
-0.4%
|
|
|
1871
|
Everpar Advisors
Tulsa,
Oklahoma
|
$6.32M
|
+$279K
|
+695
|
+4%
|
|
|
1872
|
Clearwave Capital
Upland,
California
|
$6.31M
|
+$1.25M
|
+3,120
|
+23%
|
|
|
1873
|
|
$6.3M
|
-$423K
|
-1,054
|
-6%
|
|
|
1874
|
Sigma Investment Counselors
Northville,
Michigan
|
$6.29M
|
-$271K
|
-677
|
-4%
|
|
|
1875
|
Legacy Wealth Asset Management
Woodbury,
Minnesota
|
$6.28M
|
-$108K
|
-269
|
-2%
|
|
