|
1301
|
Private Trust Company
Cleveland,
Ohio
|
$6.3M
|
+$126K
|
+3,810
|
+3%
|
|
|
1302
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$6.29M
|
+$4.94M
|
+148,720
|
New
|
|
|
1303
|
Fortitude Advisory Group
Gig Harbor,
Washington
|
$6.22M
|
-$76.4K
|
-2,300
|
-2%
|
|
|
1304
|
Koshinski Asset Management
Decatur,
Illinois
|
$6.22M
|
-$760K
|
-22,880
|
-13%
|
|
|
1305
|
Northeast Financial Consultants
Westport,
Connecticut
|
$6.21M
|
-$952K
|
-28,660
|
-16%
|
|
|
1306
|
Enterprise Bank & Trust
Lowell,
Massachusetts
|
$6.2M
|
-$523K
|
-15,750
|
-10%
|
|
|
1307
|
Advisornet Financial
Minnetonka,
Minnesota
|
$6.2M
|
-$451K
|
-13,580
|
-8%
|
|
|
1308
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
$6.17M
|
+$952K
|
+28,660
|
+24%
|
|
|
1309
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$6.16M
|
+$611K
|
+18,410
|
+14%
|
|
|
1310
|
Ratan Capital Management
Miami Beach,
Florida
|
$6.13M
|
+$3.82M
|
+115,000
|
+383%
|
|
|
1311
|
Harbour Investments
Madison,
Wisconsin
|
$6.11M
|
+$836K
|
+25,190
|
+21%
|
|
|
1312
|
First Dallas Securities
Dallas,
Texas
|
$6.09M
|
+$248K
|
+7,460
|
+5%
|
|
|
1313
|
Geneva Partners
Lake Geneva,
Wisconsin
|
$6.09M
|
+$4.78M
|
+143,850
|
New
|
|
|
1314
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$6.08M
|
+$184K
|
+5,530
|
+4%
|
|
|
1315
|
NorthRock Partners
Minneapolis,
Minnesota
|
$6.06M
|
-$1.27M
|
-38,400
|
-21%
|
|
|
1316
|
CreativeOne Wealth
Overland Park,
Kansas
|
$6.04M
|
-$541K
|
-16,280
|
-10%
|
|
|
1317
|
Sendero Wealth Management
San Antonio,
Texas
|
$6.02M
|
+$1.57M
|
+47,430
|
+50%
|
|
|
1318
|
Vantage Investment Partners
Kansas City,
Missouri
|
$6.01M
|
-$409K
|
-12,330
|
-8%
|
|
|
1319
|
Peregrine Asset Advisers
Portland,
Oregon
|
$5.98M
|
+$2.97M
|
+89,600
|
+173%
|
|
|
1320
|
RB Capital Management
Reno,
Nevada
|
$5.97M
|
-$1.45M
|
-43,730
|
-24%
|
|
|
1321
|
Liberty Capital Management
Birmingham,
Michigan
|
$5.94M
|
+$73.7K
|
+2,220
|
+2%
|
|
|
1322
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$5.93M
|
-$978K
|
-29,450
|
-17%
|
|
|
1323
|
Soltis Investment Advisors
St. George,
Utah
|
$5.93M
|
+$1.88M
|
+56,650
|
+68%
|
|
|
1324
|
Zullo Investment Group
Scranton,
Pennsylvania
|
$5.92M
|
-$471K
|
-14,190
|
-9%
|
|
|
1325
|
Hudson Canyon Capital Management
New York
|
$5.92M
|
-$416K
|
-12,530
|
-8%
|
|
