|
1701
|
MBL Wealth
Charlotte,
North Carolina
|
$5.24M
|
-$158K
|
-311
|
-3%
|
|
|
1702
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$5.23M
|
-$32.5K
|
-64
|
-0.6%
|
|
|
1703
|
WealthShield Partners
Cary,
North Carolina
|
$5.23M
|
+$487K
|
+959
|
+10%
|
|
|
1704
|
Klingman & Associates
New York
|
$5.22M
|
+$400K
|
+787
|
+8%
|
|
|
1705
|
Supplemental Annuity Collective Trust (SACT) of New Jersey
Trenton,
New Jersey
|
$5.22M
|
-$254K
|
-500
|
-4%
|
|
|
1706
|
Vickerman Investment Advisors
Spokane,
Washington
|
$5.22M
|
+$412K
|
+812
|
+8%
|
|
|
1707
|
Canvas Wealth Advisors
Shawnee,
Kansas
|
$5.22M
|
+$182K
|
+359
|
+3%
|
|
|
1708
|
NavPoint Financial
Prior Lake,
Minnesota
|
$5.21M
|
-$69.6K
|
-137
|
-1%
|
|
|
1709
|
Hedeker Wealth
Lincolnshire,
Illinois
|
$5.21M
|
-$424K
|
-835
|
-7%
|
|
|
1710
|
Stonehage Fleming Financial Services
St. Helier,
Jersey
|
$5.2M
|
+$5.44M
|
+10,714
|
New
|
|
|
1711
|
Allred Capital Management
Dallas,
Texas
|
$5.2M
|
+$508
|
+1
|
+0%
|
|
|
1712
|
Weil Company
San Diego,
California
|
$5.19M
|
-$553K
|
-1,088
|
-9%
|
|
|
1713
|
Millstone Evans Group
Boulder,
Colorado
|
$5.18M
|
+$25.9K
|
+51
|
+0.5%
|
|
|
1714
|
AIMZ Investment Advisors
Los Altos,
California
|
$5.18M
|
-$68.6K
|
-135
|
-1%
|
|
|
1715
|
Legacy Financial Strategies
Overland Park,
Kansas
|
$5.17M
|
+$152K
|
+299
|
+3%
|
|
|
1716
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$5.17M
|
+$5.11M
|
+10,069
|
+1,754%
|
|
|
1717
|
Sonora Investment Management Group
Tucson,
Arizona
|
$5.16M
|
+$279K
|
+550
|
+5%
|
|
|
1718
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
$5.15M
|
+$2.36M
|
+4,644
|
+78%
|
|
|
1719
|
Dash Acquisitions
Woodland Hills,
California
|
$5.15M
|
+$242K
|
+476
|
+5%
|
|
|
1720
|
Autumn Glory Partners
Dallas,
Texas
|
$5.15M
|
-$1.08M
|
-2,122
|
-17%
|
|
|
1721
|
Two Sigma Advisers
New York
|
$5.15M
|
-$18M
|
-35,400
|
-77%
|
|
|
1722
|
Dudley Capital Management
Middleburg,
Virginia
|
$5.14M
|
+$332K
|
+653
|
+7%
|
|
|
1723
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
$5.14M
|
–
|
–
|
–
|
|
|
1724
|
Capstone Wealth Management Group (Oregon)
Bend,
Oregon
|
$5.14M
|
-$1.52K
|
-3
|
-0%
|
|
|
1725
|
Symmetry Investments
St Helier,
Jersey
|
$5.14M
|
-$3.26M
|
-6,424
|
-38%
|
|
