|
801
|
Forefront Wealth Management
Malvern,
Pennsylvania
|
$5.33M
|
+$5.22M
|
+26,987
|
New
|
|
|
802
|
Sanibel Captiva Trust Company
Sanibel,
Florida
|
$5.33M
|
+$53.4K
|
+276
|
+1%
|
|
|
803
|
|
$5.32M
|
-$332K
|
-1,718
|
-6%
|
|
|
804
|
Global Retirement Partners
San Rafael,
California
|
$5.32M
|
+$1.17M
|
+6,023
|
+29%
|
|
|
805
|
Evergreen Wealth Management
Williamston,
Michigan
|
$5.31M
|
+$102K
|
+525
|
+2%
|
|
|
806
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$5.29M
|
+$570K
|
+2,947
|
+12%
|
|
|
807
|
Regions Financial Corp
Birmingham,
Alabama
|
$5.29M
|
-$39.7K
|
-205
|
-0.8%
|
|
|
808
|
|
$5.28M
|
–
|
–
|
–
|
|
|
809
|
Leelyn Smith
Geneva,
Illinois
|
$5.24M
|
+$62.7K
|
+324
|
+1%
|
|
|
810
|
Cypress Capital Group
Palm Beach,
Florida
|
$5.23M
|
+$1.4M
|
+7,236
|
+38%
|
|
|
811
|
BFSG LLC
Irvine,
California
|
$5.22M
|
-$746K
|
-3,856
|
-13%
|
|
|
812
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$5.2M
|
+$593K
|
+3,064
|
+13%
|
|
|
813
|
Knuff & Co
Foster City,
California
|
$5.18M
|
+$51.9K
|
+268
|
+1%
|
|
|
814
|
Hantz Financial Services
Southfield,
Michigan
|
$5.18M
|
-$38.7K
|
-200
|
-0.8%
|
|
|
815
|
Procyon Advisors
Shelton,
Connecticut
|
$5.17M
|
+$1.16M
|
+5,999
|
+30%
|
|
|
816
|
|
$5.16M
|
+$5.06M
|
+26,143
|
New
|
|
|
817
|
Passumpsic Savings Bank
St. Johnsbury,
Vermont
|
$5.15M
|
+$5.04M
|
+26,068
|
New
|
|
|
818
|
L & S Advisors
Los Angeles,
California
|
$5.12M
|
-$2.9M
|
-15,010
|
-37%
|
|
|
819
|
Meridian Wealth Management
Lexington,
Kentucky
|
$5.11M
|
-$185K
|
-956
|
-4%
|
|
|
820
|
Virtus Family Office
El Paso,
Texas
|
$5.1M
|
+$318K
|
+1,645
|
+7%
|
|
|
821
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
$5.1M
|
+$101K
|
+520
|
+2%
|
|
|
822
|
Mitsubishi UFJ Asset Management
Tokyo,
Japan
|
$5.09M
|
-$412K
|
-2,130
|
-8%
|
|
|
823
|
Baer Investment Advisory
Corte Madera,
California
|
$5.09M
|
+$167K
|
+861
|
New
|
|
|
824
|
Leibman Financial Services
Louisville,
Nebraska
|
$5.01M
|
-$123K
|
-638
|
-2%
|
|
|
825
|
Hunter Perkins Capital Management
Lombard,
Illinois
|
$5M
|
-$225K
|
-1,165
|
-4%
|
|
