|
826
|
CFO4Life Group
Coppell,
Texas
|
$3.52M
|
+$156K
|
+760
|
+4%
|
|
|
827
|
Lumbard & Kellner
Hollis,
New Hampshire
|
$3.51M
|
-$4.14M
|
-20,138
|
-52%
|
|
|
828
|
Franklin Resources
San Mateo,
California
|
$3.51M
|
-$2.43M
|
-11,812
|
-39%
|
|
|
829
|
Choate Investment Advisors
Boston,
Massachusetts
|
$3.5M
|
+$461K
|
+2,243
|
+14%
|
|
|
830
|
Next Capital Management
New York
|
$3.49M
|
–
|
–
|
–
|
|
|
831
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$3.49M
|
-$44K
|
-214
|
-1%
|
|
|
832
|
American Trust
Lexington,
Kentucky
|
$3.47M
|
-$1.72M
|
-8,369
|
-31%
|
|
|
833
|
Sageworth Trust Company of South Dakota
Sioux Falls,
South Dakota
|
$3.46M
|
-$2.85M
|
-13,852
|
-43%
|
|
|
834
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$3.43M
|
-$69.6K
|
-339
|
-2%
|
|
|
835
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$3.43M
|
-$738K
|
-3,591
|
-17%
|
|
|
836
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$3.41M
|
+$399K
|
+1,944
|
+13%
|
|
|
837
|
Strategic Financial Planning
Plano,
Texas
|
$3.4M
|
+$729K
|
+3,547
|
+24%
|
|
|
838
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$3.4M
|
+$3.38M
|
+16,429
|
+1,038%
|
|
|
839
|
Transcend Capital Advisors
Madison,
New Jersey
|
$3.38M
|
+$238K
|
+1,158
|
+7%
|
|
|
840
|
Compass Financial Advisors
Fort Wayne,
Indiana
|
$3.38M
|
+$10.1K
|
+49
|
+0.3%
|
|
|
841
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$3.37M
|
-$968K
|
-4,713
|
-21%
|
|
|
842
|
American Financial Advisors
Marietta,
Georgia
|
$3.37M
|
+$132K
|
+641
|
+4%
|
|
|
843
|
Evercore Wealth Management
New York
|
$3.35M
|
–
|
–
|
–
|
|
|
844
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$3.31M
|
–
|
–
|
–
|
|
|
845
|
Tarbox Family Office
Newport Beach,
California
|
$3.3M
|
+$1.64K
|
+8
|
+0%
|
|
|
846
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$3.3M
|
-$41.1K
|
-200
|
-1%
|
|
|
847
|
Plan Group Financial
Oklahoma City,
Oklahoma
|
$3.3M
|
+$3.6M
|
+17,500
|
New
|
|
|
848
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$3.3M
|
+$1.03M
|
+5,032
|
+40%
|
|
|
849
|
CCG Wealth Management
San Diego,
California
|
$3.28M
|
+$281K
|
+1,367
|
+9%
|
|
|
850
|
Single Point Partners
Boston,
Massachusetts
|
$3.26M
|
+$863K
|
+4,198
|
+32%
|
|
