|
1851
|
Fort Point Capital Partners
San Francisco,
California
|
$1.17M
|
+$20.6K
|
+75
|
+2%
|
|
|
1852
|
Ausdal Financial Partners
Davenport,
Iowa
|
$1.16M
|
+$191K
|
+696
|
+19%
|
|
|
1853
|
U.S. Global Investors (USGI)
San Antonio,
Texas
|
$1.16M
|
-$660K
|
-2,400
|
-35%
|
|
|
1854
|
WESPAC Advisors
Orinda,
California
|
$1.16M
|
-$407K
|
-1,479
|
-25%
|
|
|
1855
|
Hollencrest Capital Management
Newport Beach,
California
|
$1.16M
|
+$20.6K
|
+75
|
+2%
|
|
|
1856
|
Ipswich Investment Management
Beverly,
Massachusetts
|
$1.16M
|
-$498K
|
-1,812
|
-29%
|
|
|
1857
|
Klingman & Associates
New York
|
$1.16M
|
+$32.4K
|
+118
|
+3%
|
|
|
1858
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$1.15M
|
+$1.19M
|
+4,343
|
New
|
|
|
1859
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$1.15M
|
-$241K
|
-877
|
-17%
|
|
|
1860
|
Legg Mason Asset Management
Tokyo,
Japan
|
$1.15M
|
+$1.19M
|
+4,333
|
New
|
|
|
1861
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$1.15M
|
-$268K
|
-975
|
-18%
|
|
|
1862
|
American Institute for Advanced Investment Management
Scottsdale,
Arizona
|
$1.15M
|
+$16.5K
|
+60
|
+1%
|
|
|
1863
|
Legacy Capital Partners
Milwaukee,
Wisconsin
|
$1.15M
|
-$165K
|
-600
|
-12%
|
|
|
1864
|
Royal Harbor Partners
Houston,
Texas
|
$1.15M
|
-$644K
|
-2,341
|
-35%
|
|
|
1865
|
New England Asset Management
Farmington,
Connecticut
|
$1.15M
|
–
|
–
|
–
|
|
|
1866
|
WealthPLAN Partners
Omaha,
Nebraska
|
$1.14M
|
+$72.8K
|
+265
|
+7%
|
|
|
1867
|
BOK Financial Private Wealth
Denver,
Colorado
|
$1.14M
|
+$280K
|
+1,020
|
+31%
|
|
|
1868
|
Tandem Investment Advisors
Charleston,
South Carolina
|
$1.14M
|
+$54.7K
|
+199
|
+5%
|
|
|
1869
|
McDonald Partners
Cleveland,
Ohio
|
$1.14M
|
+$1.18M
|
+4,278
|
New
|
|
|
1870
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$1.13M
|
+$9.07K
|
+33
|
+0.8%
|
|
|
1871
|
Davidson Capital Management
Corpus Christi,
Texas
|
$1.13M
|
+$783K
|
+2,849
|
+203%
|
|
|
1872
|
NatWest Group
Edinburgh, Scotland,
United Kingdom
|
$1.13M
|
-$68.7K
|
-250
|
-6%
|
|
|
1873
|
Thomas White International
Chicago,
Illinois
|
$1.13M
|
+$3.57K
|
+13
|
+0.3%
|
|
|
1874
|
|
$1.13M
|
+$120K
|
+435
|
+12%
|
|
|
1875
|
Cavalier Investments
Alpharetta,
Georgia
|
$1.13M
|
+$291K
|
+1,060
|
+33%
|
|
