|
751
|
Security National Bank of So Dak
Sioux City,
Iowa
|
$925K
|
–
|
–
|
–
|
|
|
752
|
Asset Allocation & Management Company
Chicago,
Illinois
|
$924K
|
-$9.7M
|
-54,970
|
-92%
|
|
|
753
|
Somerset Group
Wayzata,
Minnesota
|
$916K
|
+$6K
|
+34
|
+0.7%
|
|
|
754
|
Neuberger Berman Group
New York
|
$916K
|
+$21K
|
+119
|
+3%
|
|
|
755
|
Forefront Analytics
West Conshohocken,
Pennsylvania
|
$915K
|
+$3.88K
|
+22
|
+0.5%
|
|
|
756
|
HBW Advisory Services
Simi Valley,
California
|
$915K
|
+$21.9K
|
+124
|
+3%
|
|
|
757
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$910K
|
+$567K
|
+3,214
|
+220%
|
|
|
758
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$902K
|
-$115K
|
-653
|
-12%
|
|
|
759
|
Rodgers & Associates
Lancaster,
Pennsylvania
|
$901K
|
+$817K
|
+4,630
|
New
|
|
|
760
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$899K
|
+$97.6K
|
+553
|
+14%
|
|
|
761
|
Johanson Financial Advisors
Campbell,
California
|
$898K
|
+$22.1K
|
+125
|
+3%
|
|
|
762
|
TrueWealth Advisors
Birmingham,
Alabama
|
$897K
|
+$776K
|
+4,401
|
New
|
|
|
763
|
Gainplan
Bloomfield Hills,
Michigan
|
$896K
|
+$79.9K
|
+453
|
+11%
|
|
|
764
|
Defined Wealth Management
Beaverton,
Oregon
|
$896K
|
+$812K
|
+4,602
|
New
|
|
|
765
|
Oxford Financial Group
Carmel,
Indiana
|
$885K
|
-$81.3K
|
-461
|
-9%
|
|
|
766
|
Droms Strauss Advisors
St. Louis,
Missouri
|
$885K
|
-$15.9K
|
-90
|
-2%
|
|
|
767
|
Creative Financial Designs
Kokomo,
Indiana
|
$884K
|
+$321K
|
+1,819
|
+67%
|
|
|
768
|
Chevy Chase Trust
Bethesda,
Maryland
|
$870K
|
-$443K
|
-2,512
|
-36%
|
|
|
769
|
Tranquility Partners
Brentwood,
Tennessee
|
$868K
|
+$327K
|
+1,851
|
+71%
|
|
|
770
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$863K
|
–
|
–
|
–
|
|
|
771
|
XML Financial
Bethesda,
Maryland
|
$858K
|
+$26.1K
|
+148
|
+3%
|
|
|
772
|
Atlanta Financial Associates
Atlanta,
Georgia
|
$856K
|
-$23.3K
|
-132
|
-3%
|
|
|
773
|
Pinion Investment Advisors
Wichita,
Kansas
|
$854K
|
+$202K
|
+1,145
|
+35%
|
|
|
774
|
Transcend Capital Advisors
Madison,
New Jersey
|
$853K
|
+$34.8K
|
+197
|
+5%
|
|
|
775
|
Naples Global Advisors
Naples,
Florida
|
$847K
|
+$7.94K
|
+45
|
+1%
|
|
