|
1401
|
Forum Financial Management
Lombard,
Illinois
|
$5.17M
|
+$5.16M
|
+35,720
|
New
|
|
|
1402
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$5.17M
|
-$217K
|
-1,500
|
-4%
|
|
|
1403
|
Summit Global Investments
Bountiful,
Utah
|
$5.17M
|
+$642K
|
+4,440
|
+14%
|
|
|
1404
|
Lindbrook Capital
Calabasas,
California
|
$5.15M
|
+$3.1M
|
+21,480
|
+152%
|
|
|
1405
|
WealthBridge Capital Management
Westerville,
Ohio
|
$5.15M
|
-$410K
|
-2,840
|
-7%
|
|
|
1406
|
Pennsylvania Capital Management
Huntingdon Valley,
Pennsylvania
|
$5.14M
|
+$1.4M
|
+9,660
|
+37%
|
|
|
1407
|
Clay Northam Wealth Management
Huntington Beach,
California
|
$5.14M
|
+$5.14M
|
+35,540
|
New
|
|
|
1408
|
Desjardins Global Asset Management
Montreal,
Quebec, Canada
|
$5.13M
|
+$5.13M
|
+35,480
|
New
|
|
|
1409
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
$5.12M
|
+$110K
|
+760
|
+2%
|
|
|
1410
|
Private Capital Advisors
Darien,
Connecticut
|
$5.12M
|
-$11.6K
|
-80
|
-0.2%
|
|
|
1411
|
Nadler Financial Group
Deerfield,
Illinois
|
$5.11M
|
+$49.1K
|
+340
|
+1%
|
|
|
1412
|
Edge Capital Group
Atlanta,
Georgia
|
$5.1M
|
+$17.3K
|
+120
|
+0.3%
|
|
|
1413
|
Intercontinental Wealth Advisors
San Antonio,
Texas
|
$5.09M
|
–
|
–
|
–
|
|
|
1414
|
Pacifica Partners
Surrey,
Canada
|
$5.09M
|
-$40.5K
|
-280
|
-0.7%
|
|
|
1415
|
Nicola Wealth Management
Vancouver,
British Columbia, Canada
|
$5.08M
|
–
|
–
|
–
|
|
|
1416
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$5.04M
|
+$931K
|
+6,440
|
+23%
|
|
|
1417
|
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
$5.04M
|
+$107K
|
+740
|
+2%
|
|
|
1418
|
Citizens Business Bank
Ontario,
California
|
$5.04M
|
-$107K
|
-740
|
-2%
|
|
|
1419
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
$5.03M
|
-$31.8K
|
-220
|
-0.6%
|
|
|
1420
|
Hodges Capital Management
Dallas,
Texas
|
$5.02M
|
-$202K
|
-1,400
|
-8%
|
|
|
1421
|
Valmark Advisers
Akron,
Ohio
|
$5.02M
|
+$223K
|
+1,540
|
+5%
|
|
|
1422
|
Eos Management LP
New York
|
$5.01M
|
–
|
–
|
–
|
|
|
1423
|
Consolidated Investment Group
Englewood,
Colorado
|
$5M
|
–
|
–
|
–
|
|
|
1424
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$4.99M
|
+$645K
|
+4,460
|
+15%
|
|
|
1425
|
Alpha Cubed Investments
Irvine,
California
|
$4.99M
|
+$121K
|
+840
|
+2%
|
|
