|
1301
|
Strategic Wealth Partners
Independence,
Ohio
|
$1.45M
|
+$139K
|
+1,250
|
+11%
|
|
|
1302
|
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
|
$1.45M
|
+$116K
|
+1,045
|
+9%
|
|
|
1303
|
Altium Wealth Management
Purchase,
New York
|
$1.45M
|
+$280K
|
+2,518
|
+26%
|
|
|
1304
|
Westbourne Investment Advisors
Annapolis,
Maryland
|
$1.44M
|
-$338K
|
-3,040
|
-20%
|
|
|
1305
|
Cascade Investment Advisors
Oregon City,
Oregon
|
$1.44M
|
-$11.1K
|
-100
|
-0.8%
|
|
|
1306
|
Vantage Financial Partners (Illinois)
Arlington Heights,
Illinois
|
$1.44M
|
–
|
–
|
–
|
|
|
1307
|
Southport Capital Management
Chattanooga,
Tennessee
|
$1.44M
|
+$5.79K
|
+52
|
+0.4%
|
|
|
1308
|
YorkBridge Wealth Partners
New York
|
$1.43M
|
-$5.45K
|
-49
|
-0.4%
|
|
|
1309
|
Sequoia Financial Advisors
Akron,
Ohio
|
$1.42M
|
+$13K
|
+117
|
+1%
|
|
|
1310
|
Coastal Bridge Advisors
Westport,
Connecticut
|
$1.42M
|
+$69.6K
|
+625
|
+5%
|
|
|
1311
|
Pacific Wealth Strategies Group
Santa Barbara,
California
|
$1.41M
|
-$32.6K
|
-293
|
-2%
|
|
|
1312
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$1.41M
|
+$89.2K
|
+801
|
+7%
|
|
|
1313
|
Simplex Trading
Chicago,
Illinois
|
$1.41M
|
-$1.24M
|
-11,152
|
-48%
|
|
|
1314
|
SimplyRich
Carlsbad,
California
|
$1.4M
|
-$22.3K
|
-200
|
-2%
|
|
|
1315
|
Kazazian Asset Management
Fort Lauderdale,
Florida
|
$1.4M
|
–
|
–
|
–
|
|
|
1316
|
Optimum Investment Advisors
Chicago,
Illinois
|
$1.4M
|
+$26.7K
|
+240
|
+2%
|
|
|
1317
|
Waters Parkerson & Co
New Orleans,
Louisiana
|
$1.39M
|
–
|
–
|
–
|
|
|
1318
|
Legacy Private Trust
Neenah,
Wisconsin
|
$1.39M
|
+$38.8K
|
+349
|
+3%
|
|
|
1319
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$1.38M
|
+$284K
|
+2,554
|
+26%
|
|
|
1320
|
United Capital Management of KS
Salina,
Kansas
|
$1.38M
|
+$1.4M
|
+12,595
|
New
|
|
|
1321
|
|
$1.36M
|
+$17.9K
|
+161
|
+1%
|
|
|
1322
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$1.36M
|
-$3.23K
|
-29
|
-0.2%
|
|
|
1323
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$1.36M
|
-$146K
|
-1,314
|
-10%
|
|
|
1324
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$1.35M
|
-$77.9K
|
-700
|
-6%
|
|
|
1325
|
Lourd Capital
Beverly Hills,
California
|
$1.34M
|
+$12.6K
|
+113
|
+1%
|
|
