|
1701
|
Great Lakes Retirement
Sandusky,
Ohio
|
$3.22M
|
–
|
–
|
–
|
|
|
1702
|
Leisure Capital Management
Costa Mesa,
California
|
$3.22M
|
-$45.7K
|
-332
|
-1%
|
|
|
1703
|
Lodestone Wealth Management
Spokane,
Washington
|
$3.21M
|
+$265K
|
+1,930
|
+10%
|
|
|
1704
|
Leelyn Smith
Geneva,
Illinois
|
$3.21M
|
+$3.04M
|
+22,083
|
New
|
|
|
1705
|
Intrepid Financial Planning Group
Carmel,
Indiana
|
$3.21M
|
+$6.88K
|
+50
|
+0.2%
|
|
|
1706
|
Intellectus Partners
San Francisco,
California
|
$3.2M
|
+$30.7K
|
+223
|
+1%
|
|
|
1707
|
Outfitter Financial
Brunswick,
Maine
|
$3.2M
|
-$15.8K
|
-115
|
-0.5%
|
|
|
1708
|
Fidelis Capital Partners
Tampa,
Florida
|
$3.18M
|
+$105K
|
+760
|
+4%
|
|
|
1709
|
SOA Wealth Advisors
New York
|
$3.18M
|
+$963
|
+7
|
+0%
|
|
|
1710
|
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
|
$3.17M
|
+$81.7K
|
+594
|
+3%
|
|
|
1711
|
Regal Investment Advisors
Kentwood,
Michigan
|
$3.17M
|
+$174K
|
+1,266
|
+6%
|
|
|
1712
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$3.17M
|
+$211K
|
+1,533
|
+8%
|
|
|
1713
|
Brown, Lisle/Cummings
Providence,
Rhode Island
|
$3.16M
|
+$932K
|
+6,776
|
+45%
|
|
|
1714
|
StrongBox Wealth
Lee's Summit,
Missouri
|
$3.15M
|
+$430K
|
+3,124
|
+17%
|
|
|
1715
|
CNB Bank
Clearfield,
Pennsylvania
|
$3.15M
|
+$142K
|
+1,035
|
+5%
|
|
|
1716
|
Mayflower Financial Advisors
Boston,
Massachusetts
|
$3.15M
|
-$117K
|
-853
|
-4%
|
|
|
1717
|
PFG Investments
Woodbury,
New York
|
$3.15M
|
+$466K
|
+3,388
|
+19%
|
|
|
1718
|
Columbia Trust
Portland,
Oregon
|
$3.15M
|
+$164K
|
+1,196
|
+6%
|
|
|
1719
|
VeraBank
Henderson,
Texas
|
$3.14M
|
+$34.8K
|
+253
|
+1%
|
|
|
1720
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$3.14M
|
+$167K
|
+1,211
|
+6%
|
|
|
1721
|
NWAM LLC
Mercer Island,
Washington
|
$3.13M
|
+$384K
|
+2,789
|
+15%
|
|
|
1722
|
Pine Ridge Advisers
New York
|
$3.13M
|
-$4.68M
|
-34,000
|
-61%
|
|
|
1723
|
Legato Capital Management
San Francisco,
California
|
$3.12M
|
–
|
–
|
–
|
|
|
1724
|
Edgewood Management
Greenwich,
Connecticut
|
$3.12M
|
–
|
–
|
–
|
|
|
1725
|
Massachusetts Wealth Management
North Andover,
Massachusetts
|
$3.11M
|
+$66.7K
|
+485
|
+2%
|
|
