|
926
|
Howe & Rusling
Rochester,
New York
|
$10.3M
|
+$3.49M
|
+9,069
|
+51%
|
|
|
927
|
KFG Wealth Management
Granger,
Indiana
|
$10.3M
|
+$10.3M
|
+26,916
|
New
|
|
|
928
|
|
$10.3M
|
–
|
–
|
–
|
|
|
929
|
Relative Value Partners Group
|
$10.3M
|
+$3.68M
|
+9,574
|
+55%
|
|
|
930
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$10.3M
|
+$1.16M
|
+3,022
|
+13%
|
|
|
931
|
Fayez Sarofim & Co
Houston,
Texas
|
$10.3M
|
+$2.28M
|
+5,923
|
+28%
|
|
|
932
|
Weil Company
San Diego,
California
|
$10.3M
|
+$8.03M
|
+20,895
|
+353%
|
|
|
933
|
Mission Wealth Management
Santa Barbara,
California
|
$10.2M
|
-$26.5K
|
-69
|
-0.3%
|
|
|
934
|
Meridian Wealth Advisors
Austin,
Texas
|
$10.2M
|
+$125K
|
+326
|
+1%
|
|
|
935
|
New England Guild Wealth Advisors
Avon,
Connecticut
|
$10.2M
|
-$331K
|
-861
|
-3%
|
|
|
936
|
Coastline Trust
Providence,
Rhode Island
|
$10.2M
|
+$1.31M
|
+3,411
|
+15%
|
|
|
937
|
Transcend Capital Advisors
Madison,
New Jersey
|
$10.2M
|
+$9.5M
|
+24,729
|
+93%
|
|
|
938
|
Allen Mooney & Barnes Investment Advisors
Thomasville,
Georgia
|
$10.2M
|
-$2.69K
|
-7
|
-0%
|
|
|
939
|
GM Advisory Group
Melville,
New York
|
$10.1M
|
+$729K
|
+1,896
|
+8%
|
|
|
940
|
Wintrust Investments
Chicago,
Illinois
|
$10.1M
|
-$14.4M
|
-37,400
|
-61%
|
|
|
941
|
Quattro Financial Advisors
The Woodlands,
Texas
|
$10.1M
|
-$1.61M
|
-4,191
|
-14%
|
|
|
942
|
Successful Portfolios
Clearwater,
Florida
|
$10.1M
|
-$156K
|
-407
|
-2%
|
|
|
943
|
Cambridge Trust
Cambridge,
Massachusetts
|
$10.1M
|
+$9.99K
|
+26
|
+0.1%
|
|
|
944
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$10.1M
|
-$2.07M
|
-5,391
|
-18%
|
|
|
945
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$10.1M
|
+$10.1M
|
+26,296
|
New
|
|
|
946
|
GEM Asset Management
Plymouth,
Michigan
|
$10M
|
+$10.1M
|
+26,262
|
New
|
|
|
947
|
Pactiv General Employee Benefit Trust
Lake Forest,
Illinois
|
$10M
|
-$40.9M
|
-106,312
|
-53%
|
|
|
948
|
International Assets Investment Management
Orlando,
Florida
|
$10M
|
+$2.13M
|
+5,540
|
+27%
|
|
|
949
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$10M
|
-$111K
|
-289
|
-1%
|
|
|
950
|
Brookfield Corp
Toronto,
Ontario, Canada
|
$9.99M
|
+$3.11M
|
+8,079
|
+45%
|
|
