|
1101
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$1.34M
|
-$270K
|
-1,462
|
-17%
|
|
|
1102
|
Pathway Financial Advisers
Auburn,
Indiana
|
$1.34M
|
+$4.8K
|
+26
|
+0.4%
|
|
|
1103
|
China Universal Asset Management Company
Shanghai,
China
|
$1.34M
|
+$177K
|
+960
|
+16%
|
|
|
1104
|
Argus Investors Counsel
New York
|
$1.34M
|
-$203K
|
-1,100
|
-14%
|
|
|
1105
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$1.34M
|
+$406K
|
+2,200
|
+52%
|
|
|
1106
|
Holderness Investments Company
Greensboro,
North Carolina
|
$1.34M
|
–
|
–
|
–
|
|
|
1107
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$1.33M
|
+$41K
|
+222
|
+3%
|
|
|
1108
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$1.33M
|
+$659K
|
+3,565
|
+110%
|
|
|
1109
|
Meridian Wealth Partners
Exton,
Pennsylvania
|
$1.33M
|
+$19.6K
|
+106
|
+2%
|
|
|
1110
|
&Partners
Nashville,
Tennessee
|
$1.32M
|
+$1.26M
|
+6,807
|
New
|
|
|
1111
|
MTM Investment Management
Spartanburg,
South Carolina
|
$1.32M
|
–
|
–
|
–
|
|
|
1112
|
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
$1.32M
|
-$105K
|
-570
|
-8%
|
|
|
1113
|
Heritage Family Offices
Scottsdale,
Arizona
|
$1.32M
|
+$1.26M
|
+6,800
|
New
|
|
|
1114
|
Syon Capital
San Francisco,
California
|
$1.32M
|
+$199K
|
+1,075
|
+19%
|
|
|
1115
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$1.31M
|
-$43.6K
|
-236
|
-3%
|
|
|
1116
|
Diversified Trust
Memphis,
Tennessee
|
$1.31M
|
+$35.8K
|
+194
|
+3%
|
|
|
1117
|
Port Capital
Chicago,
Illinois
|
$1.3M
|
-$63.6K
|
-344
|
-5%
|
|
|
1118
|
NorthRock Partners
Minneapolis,
Minnesota
|
$1.3M
|
+$119K
|
+644
|
+11%
|
|
|
1119
|
Sanders Morris Harris
Houston,
Texas
|
$1.3M
|
–
|
–
|
–
|
|
|
1120
|
Colonial River Investments
Midlothian,
Virginia
|
$1.3M
|
-$92.9K
|
-503
|
-7%
|
|
|
1121
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
$1.3M
|
–
|
–
|
–
|
|
|
1122
|
Financial Security Advisor
Virginia Beach,
Virginia
|
$1.3M
|
-$19.8K
|
-107
|
-2%
|
|
|
1123
|
Doheny Asset Management
Los Angeles,
California
|
$1.29M
|
–
|
–
|
–
|
|
|
1124
|
AXS Investments
Port Chester,
New York
|
$1.29M
|
-$240K
|
-1,297
|
-16%
|
|
|
1125
|
TrinityPoint Wealth
Milford,
Connecticut
|
$1.29M
|
+$2.96K
|
+16
|
+0.2%
|
|
