|
1101
|
Autumn Glory Partners
Dallas,
Texas
|
$753K
|
–
|
–
|
–
|
|
|
1102
|
Aventura Private Wealth
Aventura,
Florida
|
$751K
|
+$63.5K
|
+734
|
+10%
|
|
|
1103
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$750K
|
-$179K
|
-2,070
|
-20%
|
|
|
1104
|
Beacon Financial Group
Dallas,
Texas
|
$750K
|
+$4.76K
|
+55
|
+0.7%
|
|
|
1105
|
Park Square Financial Group
Roswell,
Georgia
|
$749K
|
-$15.7K
|
-181
|
-2%
|
|
|
1106
|
|
$748K
|
+$705K
|
+8,140
|
New
|
|
|
1107
|
Private Capital Management (Florida)
Naples,
Florida
|
$747K
|
–
|
–
|
–
|
|
|
1108
|
Lakeshore Financial Planning
St. Clair Shores,
Michigan
|
$746K
|
+$4.24K
|
+49
|
+0.6%
|
|
|
1109
|
CX Institutional
Auburn,
Indiana
|
$746K
|
+$54.9K
|
+634
|
+8%
|
|
|
1110
|
Groesbeck Investment Management
Paramus,
New Jersey
|
$745K
|
–
|
–
|
–
|
|
|
1111
|
Dogwood Wealth Management
Lenexa,
Kansas
|
$740K
|
+$43.7K
|
+505
|
+7%
|
|
|
1112
|
W Advisors LLC
Germantown,
Tennessee
|
$738K
|
+$4.67K
|
+54
|
+0.7%
|
|
|
1113
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$737K
|
+$5.11K
|
+59
|
+0.7%
|
|
|
1114
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$737K
|
+$18K
|
+208
|
+3%
|
|
|
1115
|
Archer Investment Corporation
Carmel,
Indiana
|
$736K
|
–
|
–
|
–
|
|
|
1116
|
Geometric Wealth Advisors
Washington,
District of Columbia
|
$736K
|
-$1.47K
|
-17
|
-0.2%
|
|
|
1117
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$733K
|
-$35.1K
|
-406
|
-5%
|
|
|
1118
|
Fiduciary Trust
Boston,
Massachusetts
|
$732K
|
-$606
|
-7
|
-0.1%
|
|
|
1119
|
Element Wealth
Ridgeland,
Mississippi
|
$731K
|
-$31.6K
|
-365
|
-4%
|
|
|
1120
|
Arrowpoint Investment Partners
Singapore
|
$726K
|
+$450K
|
+5,200
|
+193%
|
|
|
1121
|
Golden State Equity Partners
South Coast Metro,
California
|
$726K
|
-$316K
|
-3,648
|
-32%
|
|
|
1122
|
SageOak Financial
Tulsa,
Oklahoma
|
$721K
|
–
|
–
|
–
|
|
|
1123
|
Blue Rock Wealth Management
Winston-Salem,
North Carolina
|
$719K
|
–
|
–
|
–
|
|
|
1124
|
|
$718K
|
-$27K
|
-312
|
-4%
|
|
|
1125
|
ProVise Management Group
Clearwater,
Florida
|
$713K
|
-$44.4K
|
-513
|
-6%
|
|
