|
1701
|
Focused Wealth Management
Newburgh,
New York
|
$5.56M
|
+$240K
|
+499
|
+5%
|
|
|
1702
|
Sloy Dahl & Holst
Vancouver,
Washington
|
$5.55M
|
+$100K
|
+209
|
+2%
|
|
|
1703
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$5.55M
|
+$39.4K
|
+82
|
+0.7%
|
|
|
1704
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$5.54M
|
-$3.86M
|
-8,031
|
-42%
|
|
|
1705
|
Gradient Capital Advisors
San Diego,
California
|
$5.53M
|
+$630K
|
+1,311
|
+13%
|
|
|
1706
|
Rose Capital Advisors
Miami Beach,
Florida
|
$5.53M
|
+$5.31M
|
+11,048
|
New
|
|
|
1707
|
Diversified Enterprises
Wilmington,
Delaware
|
$5.52M
|
+$111K
|
+231
|
+2%
|
|
|
1708
|
James Investment Research
Alpha,
Ohio
|
$5.52M
|
+$18.3K
|
+38
|
+0.3%
|
|
|
1709
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$5.52M
|
-$31.2K
|
-65
|
-0.6%
|
|
|
1710
|
Marble Wealth
Montgomery,
Alabama
|
$5.52M
|
-$21.2K
|
-44
|
-0.4%
|
|
|
1711
|
Spinnaker Investment Group
Newport Beach,
California
|
$5.52M
|
+$52.9K
|
+110
|
+1%
|
|
|
1712
|
Bislett Management
Palo Alto,
California
|
$5.5M
|
–
|
–
|
–
|
|
|
1713
|
Easterly Investment Partners
Beverly,
Massachusetts
|
$5.5M
|
+$5.29M
|
+11,000
|
New
|
|
|
1714
|
Cypress Wealth Services
Palm Desert,
California
|
$5.5M
|
-$156K
|
-325
|
-3%
|
|
|
1715
|
Sterling Investment Counsel
Buffalo,
New York
|
$5.49M
|
-$43.3K
|
-90
|
-0.8%
|
|
|
1716
|
Continuum Advisory
Eagle,
Idaho
|
$5.48M
|
+$161K
|
+334
|
+3%
|
|
|
1717
|
Sepio Capital
Salt Lake City,
Utah
|
$5.48M
|
-$799K
|
-1,661
|
-13%
|
|
|
1718
|
NavPoint Financial
Prior Lake,
Minnesota
|
$5.47M
|
-$27.4K
|
-57
|
-0.5%
|
|
|
1719
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$5.46M
|
-$32.2K
|
-67
|
-0.6%
|
|
|
1720
|
Baring Financial
Bellingham,
Washington
|
$5.44M
|
+$339K
|
+705
|
+7%
|
|
|
1721
|
Axxion S.A.
Grevenmacher,
Luxembourg
|
$5.43M
|
+$5.97M
|
+12,421
|
New
|
|
|
1722
|
Sumitomo Life Insurance
Tokyo,
Japan
|
$5.43M
|
-$302K
|
-628
|
-5%
|
|
|
1723
|
Professional Financial Advisors
North Platte,
Nebraska
|
$5.42M
|
+$59.6K
|
+124
|
+1%
|
|
|
1724
|
Strategic Blueprint
Atlanta,
Georgia
|
$5.4M
|
+$263K
|
+547
|
+5%
|
|
|
1725
|
Personal CFO Solutions
Chester,
New Jersey
|
$5.39M
|
+$90.9K
|
+189
|
+2%
|
|
