|
851
|
Creative Financial Designs
Kokomo,
Indiana
|
$12.1M
|
+$267K
|
+467
|
+2%
|
|
|
852
|
Crewe Advisors
Salt Lake City,
Utah
|
$12M
|
+$203K
|
+355
|
+2%
|
|
|
853
|
KM Capital Management
Austin,
Texas
|
$12M
|
-$691K
|
-1,207
|
-6%
|
|
|
854
|
Pachira Investments
Dana Point,
California
|
$11.9M
|
+$1.41M
|
+2,460
|
+14%
|
|
|
855
|
Private Trust Company
Cleveland,
Ohio
|
$11.9M
|
-$115K
|
-200
|
-1%
|
|
|
856
|
Sentinel Trust
Houston,
Texas
|
$11.9M
|
–
|
–
|
–
|
|
|
857
|
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
|
$11.9M
|
+$2.74M
|
+4,792
|
+32%
|
|
|
858
|
Perennial Investment Advisors
Los Angeles,
California
|
$11.9M
|
+$322K
|
+562
|
+3%
|
|
|
859
|
Novak & Powell Financial Services
St. Petersburg,
Florida
|
$11.9M
|
+$2.51M
|
+4,390
|
+29%
|
|
|
860
|
Vident Advisory
Alpharetta,
Georgia
|
$11.8M
|
+$5.21M
|
+9,095
|
+86%
|
|
|
861
|
Capital Investment Counsel (Colorado)
Denver,
Colorado
|
$11.8M
|
+$111K
|
+194
|
+1%
|
|
|
862
|
Ancora Advisors
Cleveland,
Ohio
|
$11.8M
|
+$349K
|
+610
|
+3%
|
|
|
863
|
Berkeley Capital Partners
Milton,
Georgia
|
$11.7M
|
+$10.3K
|
+18
|
+0.1%
|
|
|
864
|
Mission Hills Financial Advisory
San Diego,
California
|
$11.7M
|
+$722K
|
+1,260
|
+7%
|
|
|
865
|
Quadcap Wealth Management
Frisco,
Texas
|
$11.7M
|
-$1.31M
|
-2,292
|
-11%
|
|
|
866
|
Retirement Planning Group (New York)
Malta,
New York
|
$11.7M
|
+$168K
|
+293
|
+2%
|
|
|
867
|
Coldstream Capital Management
Bellevue,
Washington
|
$11.7M
|
-$221K
|
-386
|
-2%
|
|
|
868
|
First Nebraska Trust
Lincoln,
Nebraska
|
$11.7M
|
+$111K
|
+193
|
+1%
|
|
|
869
|
Caldwell Trust
Venice,
Florida
|
$11.7M
|
-$305K
|
-532
|
-3%
|
|
|
870
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$11.7M
|
+$44.7K
|
+78
|
+0.4%
|
|
|
871
|
Prosperity Wealth Management
San Ramon,
California
|
$11.7M
|
-$266K
|
-464
|
-2%
|
|
|
872
|
WealthPLAN Partners
Omaha,
Nebraska
|
$11.6M
|
+$264K
|
+461
|
+2%
|
|
|
873
|
Seaview Investment Managers
Miami,
Florida
|
$11.6M
|
-$14.3M
|
-24,933
|
-56%
|
|
|
874
|
Peak Asset Management
Louisville,
Colorado
|
$11.5M
|
+$210K
|
+367
|
+2%
|
|
|
875
|
M Holdings Securities
Portland,
Oregon
|
$11.5M
|
+$11M
|
+19,186
|
New
|
|
