|
1701
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$8.32M
|
-$2.95M
|
-10,308
|
-28%
|
|
|
1702
|
Brookwood Investment Group
Phoenix,
Arizona
|
$8.32M
|
+$510K
|
+1,780
|
+7%
|
|
|
1703
|
Ellerson Group
Annapolis,
Maryland
|
$8.32M
|
+$10.3K
|
+36
|
+0.1%
|
|
|
1704
|
Thrive Wealth Management
Audubon,
Pennsylvania
|
$8.32M
|
-$292K
|
-1,020
|
-4%
|
|
|
1705
|
Hodges Capital Management
Dallas,
Texas
|
$8.31M
|
+$693K
|
+2,418
|
+10%
|
|
|
1706
|
One Wealth Advisors
San Francisco,
California
|
$8.3M
|
-$1.59M
|
-5,533
|
-17%
|
|
|
1707
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$8.29M
|
-$816K
|
-2,847
|
-10%
|
|
|
1708
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$8.29M
|
+$4.42M
|
+15,424
|
+140%
|
|
|
1709
|
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
|
$8.24M
|
-$389K
|
-1,357
|
-5%
|
|
|
1710
|
Peak Planning Group
Centennial,
Colorado
|
$8.22M
|
+$2.65M
|
+9,256
|
+55%
|
|
|
1711
|
|
$8.22M
|
-$251K
|
-877
|
-3%
|
|
|
1712
|
Claro Advisors
Boston,
Massachusetts
|
$8.2M
|
+$75.6K
|
+264
|
+1%
|
|
|
1713
|
Avidian Wealth Enterprises
Houston,
Texas
|
$8.2M
|
+$1.25M
|
+4,378
|
+20%
|
|
|
1714
|
Channing Capital Management
Chicago,
Illinois
|
$8.2M
|
-$138K
|
-480
|
-2%
|
|
|
1715
|
Wealth Enhancement Trust Services
Sioux Falls,
South Dakota
|
$8.18M
|
+$7.47M
|
+26,072
|
New
|
|
|
1716
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$8.17M
|
-$209K
|
-729
|
-3%
|
|
|
1717
|
Objectivity Squared
Charleston,
South Carolina
|
$8.17M
|
+$1.83M
|
+6,378
|
+32%
|
|
|
1718
|
Arete Wealth Advisors
Chicago,
Illinois
|
$8.16M
|
-$393K
|
-1,372
|
-5%
|
|
|
1719
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$8.16M
|
-$142K
|
-496
|
-2%
|
|
|
1720
|
Asset Dedication LLC
San Francisco,
California
|
$8.15M
|
-$83.1K
|
-290
|
-1%
|
|
|
1721
|
Mendel Money Management
Northbrook,
Illinois
|
$8.14M
|
-$775K
|
-2,707
|
-9%
|
|
|
1722
|
NRI Wealth Management
Santa Clara,
California
|
$8.14M
|
+$75.6K
|
+264
|
+1%
|
|
|
1723
|
Windle Wealth
Oklahoma City,
Oklahoma
|
$8.12M
|
+$5.16K
|
+18
|
+0.1%
|
|
|
1724
|
GAM Holding
Zurich,
Switzerland
|
$8.11M
|
-$219K
|
-763
|
-3%
|
|
|
1725
|
Naples Global Advisors
Naples,
Florida
|
$8.1M
|
-$81.9K
|
-286
|
-1%
|
|
