|
801
|
Wealth Enhancement & Preservation of GA
Alpharetta,
Georgia
|
$5.75M
|
+$5.72M
|
+17,181
|
New
|
|
|
802
|
Institute for Wealth Management
Denver,
Colorado
|
$5.73M
|
-$679K
|
-2,039
|
-11%
|
|
|
803
|
Beacon Financial Group
Dallas,
Texas
|
$5.72M
|
+$601K
|
+1,806
|
+12%
|
|
|
804
|
United Capital Management of KS
Salina,
Kansas
|
$5.72M
|
-$1.36M
|
-4,099
|
-19%
|
|
|
805
|
Kingfisher Capital
Charlotte,
North Carolina
|
$5.69M
|
+$183K
|
+550
|
+3%
|
|
|
806
|
Cooper Financial Group
Irvine,
California
|
$5.68M
|
-$134K
|
-404
|
-2%
|
|
|
807
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$5.62M
|
-$1.82M
|
-5,454
|
-25%
|
|
|
808
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$5.62M
|
+$524K
|
+1,574
|
+10%
|
|
|
809
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$5.61M
|
+$65.9K
|
+198
|
+1%
|
|
|
810
|
Corbett Road Capital Management
Mclean,
Virginia
|
$5.6M
|
-$592K
|
-1,778
|
-10%
|
|
|
811
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$5.59M
|
-$151K
|
-453
|
-3%
|
|
|
812
|
Aureus Asset Management
Boston,
Massachusetts
|
$5.57M
|
-$1.09M
|
-3,276
|
-17%
|
|
|
813
|
Corient Capital Partners
Newport Beach,
California
|
$5.5M
|
-$94.5K
|
-284
|
-2%
|
|
|
814
|
Retirement Group
San Diego,
California
|
$5.49M
|
+$696K
|
+2,090
|
+15%
|
|
|
815
|
Simmons Bank
Pine Bluff,
Arkansas
|
$5.44M
|
-$58.2K
|
-175
|
-1%
|
|
|
816
|
One Capital Management
Westlake Village,
California
|
$5.41M
|
-$59.6K
|
-179
|
-1%
|
|
|
817
|
Rockbridge Investment Management
Syracuse,
New York
|
$5.41M
|
-$25K
|
-75
|
-0.5%
|
|
|
818
|
Moneywise Inc
Forest,
Virginia
|
$5.4M
|
+$21.3K
|
+64
|
+0.4%
|
|
|
819
|
American Century Companies
Kansas City,
Missouri
|
$5.38M
|
+$2.53M
|
+7,600
|
+90%
|
|
|
820
|
Baldrige Asset Management
Allentown,
Pennsylvania
|
$5.38M
|
-$121K
|
-365
|
-2%
|
|
|
821
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
$5.37M
|
-$88.5K
|
-266
|
-2%
|
|
|
822
|
Regal Investment Advisors
Kentwood,
Michigan
|
$5.35M
|
-$29.2M
|
-87,853
|
-85%
|
|
|
823
|
Legacy Wealth Partners (California)
Calabasas,
California
|
$5.35M
|
-$788K
|
-2,367
|
-13%
|
|
|
824
|
Wealthcare Capital Management
Richmond,
Virginia
|
$5.32M
|
+$1.23M
|
+3,692
|
+30%
|
|
|
825
|
Greenwood Capital Associates
Greenwood,
South Carolina
|
$5.31M
|
+$1.55M
|
+4,664
|
+42%
|
|
