|
1626
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$1.2M
|
-$40.6K
|
-150
|
-3%
|
|
|
1627
|
LifeGuide Financial Advisors
Mechanicsburg,
Pennsylvania
|
$1.2M
|
–
|
–
|
–
|
|
|
1628
|
Dutch Asset Corp
Selkirk,
New York
|
$1.2M
|
+$330K
|
+1,219
|
+33%
|
|
|
1629
|
VisionPoint Advisory Group
Dallas,
Texas
|
$1.2M
|
-$17.6K
|
-65
|
-1%
|
|
|
1630
|
Verus Capital Partners
Scottsdale,
Arizona
|
$1.2M
|
-$137K
|
-508
|
-9%
|
|
|
1631
|
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
$1.19M
|
+$28.7K
|
+106
|
+2%
|
|
|
1632
|
Gryphon Financial Partners
Columbus,
Ohio
|
$1.19M
|
-$16.8K
|
-62
|
-1%
|
|
|
1633
|
TwinBeech Capital
Purchase,
New York
|
$1.19M
|
+$1.33M
|
+4,924
|
New
|
|
|
1634
|
Tounjian Advisory Partners
Fort Myers,
Florida
|
$1.19M
|
+$410K
|
+1,514
|
+45%
|
|
|
1635
|
SimplyRich
Carlsbad,
California
|
$1.19M
|
-$6.49K
|
-24
|
-0.5%
|
|
|
1636
|
|
$1.19M
|
–
|
–
|
–
|
|
|
1637
|
Paradigm Asset Management
New York
|
$1.19M
|
–
|
–
|
–
|
|
|
1638
|
Breakwater Capital Group
Paramus,
New Jersey
|
$1.19M
|
+$107K
|
+395
|
+9%
|
|
|
1639
|
Forum Financial Management
Lombard,
Illinois
|
$1.19M
|
-$1.46M
|
-5,378
|
-52%
|
|
|
1640
|
Capital Performance Advisors
Walnut Creek,
California
|
$1.18M
|
-$43K
|
-159
|
-3%
|
|
|
1641
|
CRA Financial Services
Northfield,
New Jersey
|
$1.18M
|
-$4.06K
|
-15
|
-0.3%
|
|
|
1642
|
Klingman & Associates
New York
|
$1.18M
|
-$69.5K
|
-257
|
-5%
|
|
|
1643
|
GM Advisory Group
Melville,
New York
|
$1.18M
|
-$43.3K
|
-160
|
-3%
|
|
|
1644
|
SFMG Wealth Advisors
Plano,
Texas
|
$1.18M
|
+$49.5K
|
+183
|
+4%
|
|
|
1645
|
Etesian Wealth Advisors
West Linn,
Oregon
|
$1.18M
|
-$47.1K
|
-174
|
-3%
|
|
|
1646
|
Oxford Financial Group
Carmel,
Indiana
|
$1.18M
|
+$347K
|
+1,284
|
+36%
|
|
|
1647
|
Operose Advisors
Milwaukee,
Wisconsin
|
$1.17M
|
+$78.2K
|
+289
|
+6%
|
|
|
1648
|
Navellier & Associates
Reno,
Nevada
|
$1.17M
|
-$6.22K
|
-23
|
-0.5%
|
|
|
1649
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$1.17M
|
-$29.9M
|
-110,658
|
-96%
|
|
|
1650
|
Access Financial Services
Minneapolis,
Minnesota
|
$1.16M
|
-$412K
|
-1,523
|
-24%
|
|
