|
2501
|
Heritage Family Offices
Scottsdale,
Arizona
|
$1.27M
|
+$308K
|
+2,505
|
+33%
|
|
|
2502
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
$1.27M
|
+$14.6K
|
+119
|
+1%
|
|
|
2503
|
Garden State Investment Advisory Services
Red Bank,
New Jersey
|
$1.27M
|
+$99.1K
|
+807
|
+9%
|
|
|
2504
|
E&G Advisors
Houston,
Texas
|
$1.27M
|
-$5.53K
|
-45
|
-0.4%
|
|
|
2505
|
MMA Asset Management
Conshohocken,
Pennsylvania
|
$1.26M
|
+$253K
|
+2,063
|
+25%
|
|
|
2506
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$1.26M
|
+$8.47K
|
+69
|
+0.7%
|
|
|
2507
|
HBW Advisory Services
Simi Valley,
California
|
$1.26M
|
-$120K
|
-974
|
-9%
|
|
|
2508
|
Sovereign Financial Group
Stamford,
Connecticut
|
$1.26M
|
+$271K
|
+2,204
|
+28%
|
|
|
2509
|
Symmetry Investments
St Helier,
Jersey
|
$1.26M
|
+$1.24M
|
+10,104
|
New
|
|
|
2510
|
Pflug Koory
Omaha,
Nebraska
|
$1.26M
|
–
|
–
|
–
|
|
|
2511
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$1.25M
|
+$12.2K
|
+99
|
+1%
|
|
|
2512
|
TFC Financial Management
Boston,
Massachusetts
|
$1.25M
|
-$75K
|
-611
|
-6%
|
|
|
2513
|
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
|
$1.25M
|
–
|
–
|
–
|
|
|
2514
|
Vega Investment Solutions
Paris,
France
|
$1.25M
|
-$14.4M
|
-117,460
|
-92%
|
|
|
2515
|
Alvarez & Marsal Private Wealth Partners
West Palm Beach,
Florida
|
$1.25M
|
+$401K
|
+3,270
|
+48%
|
|
|
2516
|
Private Advisory Group
Redmond,
Washington
|
$1.25M
|
+$144K
|
+1,171
|
+13%
|
|
|
2517
|
Westside Investment Management
Santa Monica,
California
|
$1.25M
|
+$123
|
+1
|
+0%
|
|
|
2518
|
TSG Advice Partners
Columbus,
Ohio
|
$1.25M
|
+$30.4K
|
+248
|
+3%
|
|
|
2519
|
Luts & Greenleigh Group
Bethesda,
Maryland
|
$1.25M
|
+$4.05K
|
+33
|
+0.3%
|
|
|
2520
|
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
|
$1.24M
|
-$54K
|
-440
|
-4%
|
|
|
2521
|
Stonehage Fleming Financial Services
St. Helier,
Jersey
|
$1.24M
|
–
|
–
|
–
|
|
|
2522
|
Umpqua Bank
Lake Oswego,
Oregon
|
$1.24M
|
-$2.21K
|
-18
|
-0.2%
|
|
|
2523
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$1.24M
|
-$737
|
-6
|
-0.1%
|
|
|
2524
|
Patrick M. Sweeney & Associates
Libertyville,
Illinois
|
$1.24M
|
-$63.7K
|
-519
|
-5%
|
|
|
2525
|
Alta Capital Management
Salt Lake City,
Utah
|
$1.24M
|
–
|
–
|
–
|
|
