|
1201
|
Plan Group Financial
Oklahoma City,
Oklahoma
|
$1.01M
|
-$93K
|
-2,158
|
-9%
|
|
|
1202
|
True Vision MN
Woodbury,
Minnesota
|
$1.01M
|
-$46.4K
|
-1,078
|
-4%
|
|
|
1203
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$1.01M
|
+$515K
|
+11,955
|
+108%
|
|
|
1204
|
FC Advisory
West Chester,
Pennsylvania
|
$1.01M
|
+$47.8K
|
+1,110
|
+5%
|
|
|
1205
|
Menora Mivtachim Holdings
Ramat Gan,
Israel
|
$1.01M
|
+$991K
|
+23,000
|
New
|
|
|
1206
|
Financial Guidance Group
Palm Harbor,
Florida
|
$1.01M
|
+$990K
|
+22,992
|
New
|
|
|
1207
|
Nomura Asset Management
Tokyo,
Japan
|
$1M
|
–
|
–
|
–
|
|
|
1208
|
WMS Partners
Towson,
Maryland
|
$1M
|
-$61K
|
-1,416
|
-6%
|
|
|
1209
|
Synergy Financial Group
San Ramon,
California
|
$999K
|
+$158K
|
+3,662
|
+19%
|
|
|
1210
|
Studio Investment Management
Chicago,
Illinois
|
$995K
|
+$113K
|
+2,628
|
+13%
|
|
|
1211
|
Asset Dedication LLC
San Francisco,
California
|
$993K
|
+$251K
|
+5,820
|
+34%
|
|
|
1212
|
F&V Capital Management
Boca Raton,
Florida
|
$988K
|
+$375K
|
+8,695
|
+63%
|
|
|
1213
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$988K
|
+$434K
|
+10,065
|
+80%
|
|
|
1214
|
Country Club Bank
Kansas City,
Missouri
|
$985K
|
-$18.7K
|
-435
|
-2%
|
|
|
1215
|
AFG Fiduciary Services
Hingham,
Massachusetts
|
$982K
|
-$19.4K
|
-450
|
-2%
|
|
|
1216
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$977K
|
-$20.8K
|
-484
|
-2%
|
|
|
1217
|
Matthew Goff Investment Advisor
Houston,
Texas
|
$966K
|
–
|
–
|
–
|
|
|
1218
|
Carrera Capital Advisors
Troy,
Michigan
|
$965K
|
+$950K
|
+22,060
|
New
|
|
|
1219
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$962K
|
+$122K
|
+2,833
|
+15%
|
|
|
1220
|
Eukles Asset Management
Cincinnati,
Ohio
|
$959K
|
-$69.2K
|
-1,607
|
-7%
|
|
|
1221
|
ETF Portfolio Partners
Leawood,
Kansas
|
$958K
|
-$301K
|
-6,979
|
-24%
|
|
|
1222
|
Red Door Wealth Management
Memphis,
Tennessee
|
$953K
|
+$45.2K
|
+1,050
|
+5%
|
|
|
1223
|
Catalyst Private Wealth
San Mateo,
California
|
$947K
|
+$38.7K
|
+899
|
+4%
|
|
|
1224
|
Webster Bank
Waterbury,
Connecticut
|
$946K
|
+$9.56K
|
+222
|
+1%
|
|
|
1225
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$945K
|
+$123K
|
+2,860
|
+15%
|
|
