|
1551
|
Klingman & Associates
New York
|
$1.55M
|
+$224K
|
+748
|
+18%
|
|
|
1552
|
Colonial Trust
Spartanburg,
South Carolina
|
$1.55M
|
-$117K
|
-390
|
-7%
|
|
|
1553
|
Wolff Financial Management
Kalamazoo,
Michigan
|
$1.55M
|
-$43.4K
|
-145
|
-3%
|
|
|
1554
|
Arvest Investments
Lowell,
Arkansas
|
$1.55M
|
-$45.2K
|
-151
|
-3%
|
|
|
1555
|
Tyler-Stone Wealth Management
Beachwood,
Ohio
|
$1.55M
|
-$133K
|
-446
|
-8%
|
|
|
1556
|
Retirement Planning Company of New England
Warwick,
Rhode Island
|
$1.55M
|
-$10.2K
|
-34
|
-0.7%
|
|
|
1557
|
Petix & Botte Financial
La Mesa,
California
|
$1.55M
|
–
|
–
|
–
|
|
|
1558
|
Everhart Financial Group
Dublin,
Ohio
|
$1.55M
|
+$163K
|
+545
|
+12%
|
|
|
1559
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$1.54M
|
-$55.3K
|
-185
|
-4%
|
|
|
1560
|
First Command Advisory Services
Fort Worth,
Texas
|
$1.54M
|
-$45.5K
|
-152
|
-3%
|
|
|
1561
|
MONECO Advisors
Fairfield,
Connecticut
|
$1.54M
|
+$5.98K
|
+20
|
+0.4%
|
|
|
1562
|
WNY Asset Management
Williamsville,
New York
|
$1.53M
|
+$35.3K
|
+118
|
+2%
|
|
|
1563
|
Inman Jager Wealth Management
Hattiesburg,
Mississippi
|
$1.53M
|
+$39.5K
|
+132
|
+3%
|
|
|
1564
|
West Family Investments
Carlsbad,
California
|
$1.53M
|
+$2.99K
|
+10
|
+0.2%
|
|
|
1565
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$1.53M
|
-$22.4K
|
-75
|
-2%
|
|
|
1566
|
Great Lakes Retirement
Sandusky,
Ohio
|
$1.52M
|
-$106K
|
-354
|
-7%
|
|
|
1567
|
Trek Financial
Scottsdale,
Arizona
|
$1.52M
|
+$1.09M
|
+3,645
|
+300%
|
|
|
1568
|
Operose Advisors
Milwaukee,
Wisconsin
|
$1.52M
|
+$1.2K
|
+4
|
+0.1%
|
|
|
1569
|
Fidelity International
Hamilton,
Bermuda
|
$1.52M
|
-$118K
|
-394
|
-8%
|
|
|
1570
|
BOK Financial Private Wealth
Denver,
Colorado
|
$1.51M
|
-$639K
|
-2,138
|
-31%
|
|
|
1571
|
Ironwood Financial
Tucson,
Arizona
|
$1.51M
|
+$1.79K
|
+6
|
+0.1%
|
|
|
1572
|
Comprehensive Financial Consultants Institutional
Bloomington,
Indiana
|
$1.51M
|
-$15.3K
|
-51
|
-1%
|
|
|
1573
|
White Pine Capital
Bloomington,
Minnesota
|
$1.5M
|
+$4.49K
|
+15
|
+0.3%
|
|
|
1574
|
My Legacy Advisors
Bend,
Oregon
|
$1.5M
|
+$36.5K
|
+122
|
+3%
|
|
|
1575
|
Beaton Management Company
Haverhill,
Massachusetts
|
$1.5M
|
–
|
–
|
–
|
|
