|
1501
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$6.14M
|
-$918K
|
-1,598
|
-14%
|
|
|
1502
|
Glassman Wealth Services
Vienna,
Virginia
|
$6.13M
|
-$83.8K
|
-146
|
-1%
|
|
|
1503
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$6.08M
|
-$3.29M
|
-5,729
|
-37%
|
|
|
1504
|
Ewing Morris & Co Investment Partners
Toronto,
Ontario, Canada
|
$6.07M
|
+$1.74M
|
+3,036
|
+45%
|
|
|
1505
|
OFC Financial Planning
Short Hills,
New Jersey
|
$6.02M
|
–
|
–
|
–
|
|
|
1506
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
$6.02M
|
+$874K
|
+1,522
|
+19%
|
|
|
1507
|
Bulltick Wealth Management
Miami,
Florida
|
$5.99M
|
–
|
–
|
–
|
|
|
1508
|
KDK Private Wealth Management
Houston,
Texas
|
$5.99M
|
-$38.5K
|
-67
|
-0.7%
|
|
|
1509
|
Signet Financial Management
Parsippany,
New Jersey
|
$5.97M
|
-$1.7M
|
-2,968
|
-24%
|
|
|
1510
|
Presidio Capital Management
San Diego,
California
|
$5.97M
|
-$137K
|
-238
|
-2%
|
|
|
1511
|
Triumph Capital Management
Denver,
Colorado
|
$5.96M
|
+$2.41M
|
+4,205
|
+78%
|
|
|
1512
|
Landmark Wealth Management (New York)
Melville,
New York
|
$5.95M
|
-$99.9K
|
-174
|
-2%
|
|
|
1513
|
NovaPoint Capital
Atlanta,
Georgia
|
$5.94M
|
+$2.07M
|
+3,603
|
+60%
|
|
|
1514
|
Nuveen
Charlotte,
North Carolina
|
$5.92M
|
-$44.7M
|
-77,801
|
-89%
|
|
|
1515
|
Bestgate Wealth Advisors
Frederick,
Maryland
|
$5.9M
|
–
|
–
|
–
|
|
|
1516
|
Holistic Planning
Nacogdoches,
Texas
|
$5.89M
|
+$1.56M
|
+2,715
|
+40%
|
|
|
1517
|
Verity Asset Management
Durham,
North Carolina
|
$5.87M
|
-$6.39M
|
-11,125
|
-54%
|
|
|
1518
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$5.87M
|
-$185K
|
-323
|
-3%
|
|
|
1519
|
Strategy Asset Managers
Pasadena,
California
|
$5.86M
|
-$229K
|
-398
|
-4%
|
|
|
1520
|
Sykon Capital
Harrison,
New York
|
$5.86M
|
+$5.42M
|
+9,442
|
New
|
|
|
1521
|
James J. Burns & Company
Melville,
New York
|
$5.85M
|
+$97K
|
+169
|
+2%
|
|
|
1522
|
FLC Capital Advisors
Palm Desert,
California
|
$5.85M
|
-$211K
|
-367
|
-4%
|
|
|
1523
|
Magnus Financial Group
New York
|
$5.84M
|
+$508K
|
+884
|
+10%
|
|
|
1524
|
Embree Financial Group
Chicago,
Illinois
|
$5.84M
|
+$3.8M
|
+6,626
|
+239%
|
|
|
1525
|
Berkshire Bank
Pittsfield,
Massachusetts
|
$5.84M
|
+$512K
|
+891
|
+10%
|
|
