|
1251
|
Legacy Trust
Grand Rapids,
Michigan
|
$1.3M
|
–
|
–
|
–
|
|
|
1252
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$1.29M
|
+$88.4K
|
+385
|
+8%
|
|
|
1253
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$1.29M
|
-$23K
|
-100
|
-2%
|
|
|
1254
|
Ascent Group
Virginia Beach,
Virginia
|
$1.29M
|
-$221K
|
-961
|
-15%
|
|
|
1255
|
Avidian Wealth Enterprises
Houston,
Texas
|
$1.28M
|
+$17K
|
+74
|
+1%
|
|
|
1256
|
Secure Asset Management
Troy,
Michigan
|
$1.28M
|
–
|
–
|
–
|
|
|
1257
|
Keystone Global Partners
Denver,
Colorado
|
$1.28M
|
-$47.8K
|
-208
|
-4%
|
|
|
1258
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$1.28M
|
+$348K
|
+1,517
|
+39%
|
|
|
1259
|
Triad Wealth Partners
Lawrence,
Kansas
|
$1.28M
|
+$740K
|
+3,224
|
+154%
|
|
|
1260
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$1.27M
|
+$141K
|
+616
|
+13%
|
|
|
1261
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$1.26M
|
-$918
|
-4
|
-0.1%
|
|
|
1262
|
Great Diamond Partners
Portland,
Maine
|
$1.26M
|
+$6.43K
|
+28
|
+0.5%
|
|
|
1263
|
Sutton Place Investors
Katonah,
New York
|
$1.26M
|
–
|
–
|
–
|
|
|
1264
|
Moody Lynn & Lieberson
Boston,
Massachusetts
|
$1.26M
|
–
|
–
|
–
|
|
|
1265
|
BOK Financial Private Wealth
Denver,
Colorado
|
$1.25M
|
-$9.19K
|
-40
|
-0.8%
|
|
|
1266
|
May Barnhard Investments
Bethesda,
Maryland
|
$1.25M
|
-$8.73K
|
-38
|
-0.7%
|
|
|
1267
|
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
|
$1.25M
|
-$11K
|
-48
|
-0.9%
|
|
|
1268
|
Accredited Investors
Edina,
Minnesota
|
$1.24M
|
+$180K
|
+785
|
+18%
|
|
|
1269
|
Bayban
Bayport,
Minnesota
|
$1.24M
|
–
|
–
|
–
|
|
|
1270
|
Rockingstone Advisors
Great Barrington,
Massachusetts
|
$1.24M
|
+$48.2K
|
+210
|
+4%
|
|
|
1271
|
Midway Capital Research & Management
Chicago,
Illinois
|
$1.24M
|
+$18.1K
|
+79
|
+2%
|
|
|
1272
|
Root Financial Partners
Encinitas,
California
|
$1.24M
|
-$476K
|
-2,073
|
-28%
|
|
|
1273
|
Everhart Financial Group
Dublin,
Ohio
|
$1.24M
|
-$2.96M
|
-12,870
|
-71%
|
|
|
1274
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
$1.24M
|
–
|
–
|
–
|
|
|
1275
|
Silver Oak Wealth Advisors Services
Los Angeles,
California
|
$1.24M
|
-$10.3K
|
-45
|
-0.9%
|
|
