|
1051
|
R.W. Roge & Company
Bohemia,
New York
|
$1.5M
|
–
|
–
|
–
|
|
|
1052
|
Montag & Associates
Atlanta,
Georgia
|
$1.49M
|
-$205K
|
-944
|
-12%
|
|
|
1053
|
Piedmont Capital Management (Montana)
Whitefish,
Montana
|
$1.49M
|
+$139K
|
+642
|
+11%
|
|
|
1054
|
FourThought Financial
Venice,
Florida
|
$1.49M
|
-$1.13M
|
-5,184
|
-44%
|
|
|
1055
|
Pacific Financial Group
Bellevue,
Washington
|
$1.49M
|
-$196K
|
-905
|
-12%
|
|
|
1056
|
Kavar Capital Partners Group
Leawood,
Kansas
|
$1.48M
|
+$1.44M
|
+6,646
|
New
|
|
|
1057
|
Goelzer Investment Management
Carmel,
Indiana
|
$1.48M
|
-$145K
|
-666
|
-9%
|
|
|
1058
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$1.48M
|
+$183K
|
+845
|
+15%
|
|
|
1059
|
LPWM LLC
Minneapolis,
Minnesota
|
$1.48M
|
-$25.8K
|
-119
|
-2%
|
|
|
1060
|
Echo Wealth Management
Plymouth,
Minnesota
|
$1.47M
|
–
|
–
|
–
|
|
|
1061
|
Keeler Thomas Management
Orem,
Utah
|
$1.47M
|
+$7.38K
|
+34
|
+0.5%
|
|
|
1062
|
Ten Capital Wealth Advisors
Spokane,
Washington
|
$1.46M
|
+$20.6K
|
+95
|
+1%
|
|
|
1063
|
Traynor Capital Management
Malvern,
Pennsylvania
|
$1.46M
|
+$232K
|
+1,070
|
+20%
|
|
|
1064
|
Roffman Miller Associates
Philadelphia,
Pennsylvania
|
$1.44M
|
+$4.12K
|
+19
|
+0.3%
|
|
|
1065
|
Simon Quick Advisors
Morristown,
New Jersey
|
$1.43M
|
-$290K
|
-1,338
|
-17%
|
|
|
1066
|
First National Bank of South Miami
South Miami,
Florida
|
$1.43M
|
-$41.9K
|
-193
|
-3%
|
|
|
1067
|
Moody Lynn & Lieberson
Boston,
Massachusetts
|
$1.43M
|
-$20K
|
-92
|
-1%
|
|
|
1068
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$1.42M
|
-$323K
|
-1,487
|
-19%
|
|
|
1069
|
Soundmark Wealth Management
Kirkland,
Washington
|
$1.41M
|
-$10.9K
|
-50
|
-0.8%
|
|
|
1070
|
Orleans Capital Management
Mandeville,
Louisiana
|
$1.4M
|
-$54.3K
|
-250
|
-4%
|
|
|
1071
|
Howard Financial Services
Dallas,
Texas
|
$1.39M
|
+$17.1K
|
+79
|
+1%
|
|
|
1072
|
Hancock Whitney
Gulfport,
Mississippi
|
$1.39M
|
-$85.7K
|
-395
|
-6%
|
|
|
1073
|
Activest Wealth Management
Aventure,
Florida
|
$1.39M
|
-$195K
|
-898
|
-13%
|
|
|
1074
|
Disciplined Investments
Tulsa,
Oklahoma
|
$1.39M
|
+$6.73K
|
+31
|
+0.5%
|
|
|
1075
|
B, B, H, & B Inc
Birmingham,
Alabama
|
$1.39M
|
+$1.35M
|
+6,220
|
New
|
|
