|
501
|
Peregrine Asset Advisers
Portland,
Oregon
|
$1.15M
|
-$1.94M
|
-22,561
|
-63%
|
|
|
502
|
United Advisor Group
Cincinnati,
Ohio
|
$1.14M
|
-$74.4K
|
-867
|
-6%
|
|
|
503
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$1.12M
|
+$124K
|
+1,449
|
+13%
|
|
|
504
|
Westside Investment Management
Santa Monica,
California
|
$1.1M
|
+$400K
|
+4,658
|
+57%
|
|
|
505
|
SeaCrest Wealth Management
Purchase,
New York
|
$1.1M
|
+$162K
|
+1,892
|
+18%
|
|
|
506
|
Etesian Wealth Advisors
West Linn,
Oregon
|
$1.09M
|
-$86.6K
|
-1,009
|
-7%
|
|
|
507
|
Summit Financial Consulting
Sterling Heights,
Michigan
|
$1.09M
|
+$11.5K
|
+134
|
+1%
|
|
|
508
|
Chesley Taft & Associates
Chicago,
Illinois
|
$1.09M
|
+$33.9K
|
+395
|
+3%
|
|
|
509
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$1.08M
|
-$19.1K
|
-223
|
-2%
|
|
|
510
|
Silverlake Wealth Management
Williston,
Vermont
|
$1.08M
|
-$525K
|
-6,116
|
-33%
|
|
|
511
|
Cypress Capital Group
Palm Beach,
Florida
|
$1.08M
|
+$1.07M
|
+12,500
|
New
|
|
|
512
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$1.08M
|
+$643K
|
+7,494
|
+150%
|
|
|
513
|
Advyzon Investment Management
Lisle,
Illinois
|
$1.07M
|
+$28.8K
|
+335
|
+3%
|
|
|
514
|
Paragon Capital Management (Utah)
Provo,
Utah
|
$1.06M
|
+$10.4K
|
+121
|
+1%
|
|
|
515
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$1.06M
|
+$2.75K
|
+32
|
+0.3%
|
|
|
516
|
Oak Family Advisors
Chicago,
Illinois
|
$1.05M
|
-$11.4K
|
-133
|
-1%
|
|
|
517
|
Hollencrest Capital Management
Newport Beach,
California
|
$1.05M
|
+$12.5K
|
+145
|
+1%
|
|
|
518
|
GDS Wealth Management
Flower Mound,
Texas
|
$1.05M
|
-$71.8K
|
-836
|
-6%
|
|
|
519
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$1.05M
|
+$12.5K
|
+145
|
+1%
|
|
|
520
|
CDKV Holdings
Denver,
Colorado
|
$1.04M
|
+$30.4K
|
+354
|
+3%
|
|
|
521
|
Avior Wealth Management
Omaha,
Nebraska
|
$1.04M
|
-$25.8M
|
-300,689
|
-96%
|
|
|
522
|
Haven Private
Orlando,
Florida
|
$1.04M
|
+$1.03M
|
+12,016
|
New
|
|
|
523
|
Strategic Blueprint
Atlanta,
Georgia
|
$1.04M
|
-$312K
|
-3,630
|
-23%
|
|
|
524
|
Prelude Capital Management
New York
|
$1.03M
|
+$1.03M
|
+11,970
|
New
|
|
|
525
|
D.A. Davidson & Co
Great Falls,
Montana
|
$1.03M
|
+$12.5K
|
+145
|
+1%
|
|
