|
1026
|
Capital Performance Advisors
Walnut Creek,
California
|
$12.2M
|
-$347K
|
-694
|
-3%
|
|
|
1027
|
Silverleafe Capital Partners
Germantown,
Tennessee
|
$12.2M
|
+$51K
|
+102
|
+0.4%
|
|
|
1028
|
Delta Investment Management
San Francisco,
California
|
$12.2M
|
+$4.44M
|
+8,882
|
+62%
|
|
|
1029
|
Ascent Group
Virginia Beach,
Virginia
|
$12.1M
|
+$169K
|
+337
|
+1%
|
|
|
1030
|
Essex Financial Services
Essex,
Connecticut
|
$12.1M
|
+$2.16M
|
+4,322
|
+23%
|
|
|
1031
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$12.1M
|
-$263K
|
-526
|
-2%
|
|
|
1032
|
Bank of New Hampshire
Laconia,
New Hampshire
|
$12M
|
+$2.07M
|
+4,136
|
+22%
|
|
|
1033
|
Apollon Financial
Mount Pleasant,
South Carolina
|
$12M
|
+$3.21M
|
+6,415
|
+39%
|
|
|
1034
|
MA Private Wealth
San Carlos,
California
|
$12M
|
-$517K
|
-1,034
|
-4%
|
|
|
1035
|
ICA Group Wealth Management
Denver,
Colorado
|
$12M
|
+$218K
|
+435
|
+2%
|
|
|
1036
|
Shufro Rose & Co
New York
|
$12M
|
+$11.4M
|
+22,756
|
New
|
|
|
1037
|
Regimen Wealth
Atlanta,
Georgia
|
$11.9M
|
-$224K
|
-448
|
-2%
|
|
|
1038
|
Fairman Group
Chesterbrook,
Pennsylvania
|
$11.9M
|
-$401K
|
-801
|
-3%
|
|
|
1039
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$11.9M
|
+$196K
|
+392
|
+2%
|
|
|
1040
|
North Star Investment Management
Chicago,
Illinois
|
$11.9M
|
+$570K
|
+1,139
|
+5%
|
|
|
1041
|
Colonial Trust
Spartanburg,
South Carolina
|
$11.9M
|
+$567K
|
+1,134
|
+5%
|
|
|
1042
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$11.9M
|
-$493K
|
-985
|
-4%
|
|
|
1043
|
Nomura Asset Management
Tokyo,
Japan
|
$11.9M
|
+$2.07M
|
+4,140
|
+22%
|
|
|
1044
|
Mosley Wealth Management
Anaheim,
California
|
$11.8M
|
-$2.37M
|
-4,736
|
-17%
|
|
|
1045
|
NorthRock Partners
Minneapolis,
Minnesota
|
$11.8M
|
+$6.35M
|
+12,700
|
+131%
|
|
|
1046
|
First Personal Financial Services
Charlotte,
North Carolina
|
$11.8M
|
+$325K
|
+650
|
+3%
|
|
|
1047
|
Venturi Wealth Management
Austin,
Texas
|
$11.8M
|
-$4.22M
|
-8,433
|
-27%
|
|
|
1048
|
WealthPLAN Partners
Omaha,
Nebraska
|
$11.8M
|
-$29.5K
|
-59
|
-0.3%
|
|
|
1049
|
Strategic Blueprint
Atlanta,
Georgia
|
$11.7M
|
+$716K
|
+1,431
|
+7%
|
|
|
1050
|
Westwood Holdings Group
Dallas,
Texas
|
$11.7M
|
-$401K
|
-801
|
-3%
|
|
