|
1001
|
Strengthening Families & Communities LLC
Boston,
Massachusetts
|
$11.5M
|
-$277K
|
-402
|
-3%
|
|
|
1002
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$11.5M
|
–
|
–
|
–
|
|
|
1003
|
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
$11.4M
|
+$920K
|
+1,337
|
+9%
|
|
|
1004
|
Prosperitas Financial
Valencia,
California
|
$11.4M
|
-$886K
|
-1,288
|
-8%
|
|
|
1005
|
Fortem Financial Group
Palm Desert,
California
|
$11.4M
|
+$613K
|
+891
|
+6%
|
|
|
1006
|
Atalanta Sosnoff Capital
New York
|
$11.4M
|
-$679K
|
-987
|
-6%
|
|
|
1007
|
|
$11.4M
|
-$698K
|
-1,015
|
-6%
|
|
|
1008
|
American State Bank (Iowa)
Sioux Center,
Iowa
|
$11.4M
|
–
|
–
|
–
|
|
|
1009
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$11.4M
|
+$9.52M
|
+13,844
|
+875%
|
|
|
1010
|
Timothy G. Youngquist 2020 Irrevocable Trust
Fort Myers,
Florida
|
$11.4M
|
+$10.6M
|
+15,423
|
New
|
|
|
1011
|
Allspring Global Investments
Charlotte,
North Carolina
|
$11.3M
|
+$8.79M
|
+12,780
|
+461%
|
|
|
1012
|
Warner Financial
Bethesda,
Maryland
|
$11.3M
|
+$36.5K
|
+53
|
+0.3%
|
|
|
1013
|
Spectrum Strategic Capital Management
Corvallis,
Oregon
|
$11.2M
|
-$688K
|
-1,000
|
-6%
|
|
|
1014
|
9823 Capital
Dallas,
Texas
|
$11.2M
|
–
|
–
|
–
|
|
|
1015
|
Financial Management Inc
Little Rock,
Arkansas
|
$11.2M
|
+$58.5K
|
+85
|
+0.6%
|
|
|
1016
|
American Century Companies
Kansas City,
Missouri
|
$11.2M
|
+$10.4M
|
+15,188
|
New
|
|
|
1017
|
Perspective Wealth Advisors
Loveland,
Colorado
|
$11.2M
|
+$967K
|
+1,406
|
+10%
|
|
|
1018
|
Sage Capital Management
Stockton,
New Jersey
|
$11.2M
|
+$522K
|
+759
|
+5%
|
|
|
1019
|
Buck Wealth Strategies
Denver,
Colorado
|
$11.1M
|
+$6.59M
|
+9,579
|
+173%
|
|
|
1020
|
Soundwatch Capital
Rowayton,
Connecticut
|
$11.1M
|
+$5.02M
|
+7,291
|
+94%
|
|
|
1021
|
Cozad Asset Management
Champaign,
Illinois
|
$11.1M
|
+$336K
|
+489
|
+3%
|
|
|
1022
|
Cordoba Advisory Partners
New York
|
$11.1M
|
-$9.78M
|
-14,209
|
-49%
|
|
|
1023
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$11.1M
|
+$1.66M
|
+2,407
|
+19%
|
|
|
1024
|
Banco BTG Pactual
Rio De Janeiro,
Brazil
|
$11M
|
+$10.3M
|
+15,000
|
New
|
|
|
1025
|
First Trust Advisors
Wheaton,
Illinois
|
$11M
|
+$1.37M
|
+1,998
|
+15%
|
|
