|
801
|
SVB Wealth
Boston,
Massachusetts
|
$10.5M
|
-$345K
|
-1,092
|
-3%
|
|
|
802
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$10.4M
|
+$222K
|
+704
|
+2%
|
|
|
803
|
Van Cleef Asset Management
Beachwood,
Ohio
|
$10.4M
|
–
|
–
|
–
|
|
|
804
|
NovaPoint Capital
Atlanta,
Georgia
|
$10.4M
|
-$1.05M
|
-3,331
|
-10%
|
|
|
805
|
Boston Family Office
Boston,
Massachusetts
|
$10.4M
|
+$271K
|
+857
|
+3%
|
|
|
806
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$10.4M
|
-$172K
|
-546
|
-2%
|
|
|
807
|
Symphony Financial
Houston,
Texas
|
$10.3M
|
-$15.3M
|
-48,571
|
-61%
|
|
|
808
|
Asset Dedication LLC
San Francisco,
California
|
$10.3M
|
+$91.6K
|
+290
|
+0.9%
|
|
|
809
|
NWAM LLC
Mercer Island,
Washington
|
$10.3M
|
-$298K
|
-942
|
-3%
|
|
|
810
|
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
|
$10.2M
|
-$505K
|
-1,600
|
-5%
|
|
|
811
|
Sovereign Investment Advisors
Phoenix,
Arizona
|
$10.2M
|
+$37.3K
|
+118
|
+0.4%
|
|
|
812
|
Squire Investment Management Company
Orem,
Utah
|
$10.2M
|
+$468K
|
+1,481
|
+5%
|
|
|
813
|
TPG Advisors
Northfield,
Illinois
|
$10.1M
|
-$80.2K
|
-254
|
-0.8%
|
|
|
814
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$10.1M
|
+$241K
|
+762
|
+3%
|
|
|
815
|
Professional Financial Advisors
North Platte,
Nebraska
|
$10.1M
|
+$4.47M
|
+14,156
|
+85%
|
|
|
816
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$10.1M
|
+$603K
|
+1,910
|
+7%
|
|
|
817
|
Univest Financial
Souderton,
Pennsylvania
|
$10.1M
|
+$64.8K
|
+205
|
+0.7%
|
|
|
818
|
Greenbush Financial Group
Albany,
New York
|
$10.1M
|
+$177K
|
+561
|
+2%
|
|
|
819
|
Koshinski Asset Management
Decatur,
Illinois
|
$10M
|
-$172K
|
-545
|
-2%
|
|
|
820
|
Patton Albertson Miller Group
Chattanooga,
Tennessee
|
$10M
|
+$11.7K
|
+37
|
+0.1%
|
|
|
821
|
Curi RMB Capital
Chicago,
Illinois
|
$10M
|
+$1.15M
|
+3,627
|
+14%
|
|
|
822
|
Strategic Financial Concepts
San Antonio,
Texas
|
$10M
|
-$1.95M
|
-6,159
|
-17%
|
|
|
823
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$9.99M
|
+$56.2K
|
+178
|
+0.6%
|
|
|
824
|
Bouchey Financial Group
Troy,
New York
|
$9.94M
|
-$158K
|
-499
|
-2%
|
|
|
825
|
Ancora Advisors
Cleveland,
Ohio
|
$9.94M
|
+$277K
|
+878
|
+3%
|
|
