|
1401
|
Lakeridge Wealth Management
Mentor,
Ohio
|
$5.36M
|
+$572K
|
+1,088
|
+13%
|
|
|
1402
|
Zurich Insurance Group
Zurich,
Switzerland
|
$5.35M
|
+$5.4M
|
+10,270
|
New
|
|
|
1403
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$5.35M
|
-$268K
|
-509
|
-5%
|
|
|
1404
|
Treasurer of the State of North Carolina
Raleigh,
North Carolina
|
$5.35M
|
-$5.21M
|
-9,914
|
-50%
|
|
|
1405
|
Morling Financial Advisors
Fremont,
California
|
$5.32M
|
+$141K
|
+269
|
+3%
|
|
|
1406
|
National Wealth Management Group
Cincinnati,
Ohio
|
$5.31M
|
+$1.23M
|
+2,341
|
+32%
|
|
|
1407
|
BCU Wealth Advisors
Vernon Hills,
Illinois
|
$5.3M
|
-$312K
|
-594
|
-6%
|
|
|
1408
|
Peak Asset Management
Louisville,
Colorado
|
$5.3M
|
+$283K
|
+538
|
+6%
|
|
|
1409
|
Shoker Investment Counsel
Oxford,
Ohio
|
$5.28M
|
+$55.2K
|
+105
|
+1%
|
|
|
1410
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$5.27M
|
+$632K
|
+1,202
|
+14%
|
|
|
1411
|
Annapolis Financial Services
Annapolis,
Maryland
|
$5.27M
|
-$167K
|
-318
|
-3%
|
|
|
1412
|
Alterna Wealth Management
Houston,
Texas
|
$5.25M
|
-$667K
|
-1,269
|
-12%
|
|
|
1413
|
Financial Network Wealth Management
Draper,
Utah
|
$5.21M
|
-$30K
|
-57
|
-0.6%
|
|
|
1414
|
FDx Advisors
Chicago,
Illinois
|
$5.21M
|
-$4.47M
|
-8,509
|
-47%
|
|
|
1415
|
Berkshire Bank
Pittsfield,
Massachusetts
|
$5.2M
|
-$131K
|
-250
|
-3%
|
|
|
1416
|
Meridian Wealth Partners
Exton,
Pennsylvania
|
$5.19M
|
-$169K
|
-321
|
-3%
|
|
|
1417
|
EFG Asset Management (Americas)
Miami,
Florida
|
$5.16M
|
+$3.42M
|
+6,508
|
+222%
|
|
|
1418
|
|
$5.15M
|
-$9.99K
|
-19
|
-0.2%
|
|
|
1419
|
Israel Discount Bank of New York
New York
|
$5.15M
|
-$1.48M
|
-2,818
|
-23%
|
|
|
1420
|
NorthCrest Asset Manangement
Plymouth,
Minnesota
|
$5.15M
|
-$77.3K
|
-147
|
-2%
|
|
|
1421
|
Steph & Co
Marinette,
Wisconsin
|
$5.13M
|
–
|
–
|
–
|
|
|
1422
|
Headlands Technologies
Chicago,
Illinois
|
$5.08M
|
+$2.7M
|
+5,128
|
+123%
|
|
|
1423
|
Larson Financial Group
St Louis,
Missouri
|
$5.08M
|
+$804K
|
+1,529
|
+20%
|
|
|
1424
|
Presidio Capital Management
San Diego,
California
|
$5.06M
|
+$4.87M
|
+9,254
|
New
|
|
|
1425
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$5.05M
|
-$3.57M
|
-6,793
|
-42%
|
|
