|
1026
|
Forum Financial Management
Lombard,
Illinois
|
$1.65M
|
+$110K
|
+521
|
+7%
|
|
|
1027
|
Merit Financial Group
Alpharetta,
Georgia
|
$1.63M
|
-$510K
|
-2,409
|
-24%
|
|
|
1028
|
Leonteq Securities AG
Zurich,
Switzerland
|
$1.63M
|
+$394K
|
+1,862
|
+32%
|
|
|
1029
|
Pine Valley Investments
Marlton,
New Jersey
|
$1.63M
|
+$1.62M
|
+7,648
|
New
|
|
|
1030
|
WealthPLAN Partners
Omaha,
Nebraska
|
$1.61M
|
-$1.3M
|
-6,142
|
-45%
|
|
|
1031
|
Capital Planning Advisors
Roseville,
California
|
$1.61M
|
-$343K
|
-1,621
|
-18%
|
|
|
1032
|
Members Trust
Tampa,
Florida
|
$1.59M
|
+$1.59M
|
+7,490
|
New
|
|
|
1033
|
Atlas Private Wealth Management
Albany,
New York
|
$1.59M
|
+$450K
|
+2,124
|
+40%
|
|
|
1034
|
Wedbush Securities
Los Angeles,
California
|
$1.58M
|
+$348K
|
+1,644
|
+28%
|
|
|
1035
|
South Dakota Investment Council
Sioux Falls,
South Dakota
|
$1.58M
|
+$1.31M
|
+6,176
|
+498%
|
|
|
1036
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$1.57M
|
+$67.3K
|
+318
|
+4%
|
|
|
1037
|
Bay Colony Advisors
Concord,
Massachusetts
|
$1.57M
|
+$286K
|
+1,353
|
+22%
|
|
|
1038
|
Bank of Marin
Novato,
California
|
$1.57M
|
-$50.6K
|
-239
|
-3%
|
|
|
1039
|
Dana Investment Advisors
Waukesha,
Wisconsin
|
$1.56M
|
-$167K
|
-787
|
-10%
|
|
|
1040
|
Aspiriant LLC
Los Angeles,
California
|
$1.55M
|
-$102K
|
-480
|
-6%
|
|
|
1041
|
Checchi Capital Advisers
Beverly Hills,
California
|
$1.55M
|
-$22K
|
-104
|
-1%
|
|
|
1042
|
Essex Financial Services
Essex,
Connecticut
|
$1.55M
|
-$29K
|
-137
|
-2%
|
|
|
1043
|
Ipswich Investment Management
Beverly,
Massachusetts
|
$1.54M
|
+$50.8K
|
+240
|
+3%
|
|
|
1044
|
Asset Dedication LLC
San Francisco,
California
|
$1.52M
|
-$468K
|
-2,211
|
-24%
|
|
|
1045
|
Gateway Investment Advisers
Cincinnati,
Ohio
|
$1.52M
|
-$22.3M
|
-105,165
|
-94%
|
|
|
1046
|
Cadinha & Co
Honolulu,
Hawaii
|
$1.51M
|
-$382K
|
-1,805
|
-20%
|
|
|
1047
|
Channing Global Advisors
Miami,
Florida
|
$1.51M
|
-$17.1K
|
-81
|
-1%
|
|
|
1048
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.51M
|
-$152K
|
-716
|
-9%
|
|
|
1049
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$1.5M
|
-$14.4K
|
-68
|
-1%
|
|
|
1050
|
Waycross Investment Management
Bellingham,
Washington
|
$1.49M
|
-$6.77K
|
-32
|
-0.5%
|
|
