|
1851
|
Charles Schwab Trust
Henderson,
Nevada
|
$2.03M
|
+$46K
|
+483
|
+2%
|
|
|
1852
|
Hollencrest Capital Management
Newport Beach,
California
|
$2.03M
|
-$182K
|
-1,906
|
-8%
|
|
|
1853
|
Security Financial Services
Fort Wayne,
Indiana
|
$2.03M
|
+$68.9K
|
+723
|
+4%
|
|
|
1854
|
Next Capital Management
New York
|
$2.01M
|
–
|
–
|
–
|
|
|
1855
|
Professional Financial Advisors
North Platte,
Nebraska
|
$2.01M
|
-$202K
|
-2,124
|
-9%
|
|
|
1856
|
iSAM Funds (UK)
London,
United Kingdom
|
$2.01M
|
+$1.96M
|
+20,576
|
New
|
|
|
1857
|
Grove Bank & Trust
Miami,
Florida
|
$2.01M
|
-$3.81K
|
-40
|
-0.2%
|
|
|
1858
|
Principle Wealth Partners
Madison,
Connecticut
|
$2.01M
|
+$230K
|
+2,418
|
+13%
|
|
|
1859
|
|
$2.01M
|
+$17.5K
|
+184
|
+0.9%
|
|
|
1860
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$2.01M
|
+$303K
|
+3,175
|
+18%
|
|
|
1861
|
MJP Associates
Farmington,
Connecticut
|
$2.01M
|
+$67.8K
|
+712
|
+4%
|
|
|
1862
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$2.01M
|
-$3.81K
|
-40
|
-0.2%
|
|
|
1863
|
TLWM Financial
San Antonio,
Texas
|
$2.01M
|
-$13.7K
|
-144
|
-0.7%
|
|
|
1864
|
Accent Capital Management
Centerville,
Ohio
|
$2M
|
-$31.2K
|
-327
|
-2%
|
|
|
1865
|
Allied Investment Advisors
Billings,
Montana
|
$2M
|
+$125K
|
+1,313
|
+7%
|
|
|
1866
|
Empirical Asset Management
Wellesley,
Massachusetts
|
$2M
|
+$12.5K
|
+131
|
+0.6%
|
|
|
1867
|
Abacus Planning Group
Columbia,
South Carolina
|
$2M
|
+$244K
|
+2,558
|
+14%
|
|
|
1868
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$1.99M
|
+$12.5K
|
+131
|
+0.6%
|
|
|
1869
|
49 Wealth Management
Austin,
Texas
|
$1.99M
|
+$324K
|
+3,404
|
+20%
|
|
|
1870
|
TD Capital Management
Memphis,
Tennessee
|
$1.99M
|
-$34.7K
|
-364
|
-2%
|
|
|
1871
|
Central Pacific Bank - Trust Division
Honolulu,
Hawaii
|
$1.99M
|
–
|
–
|
–
|
|
|
1872
|
Maridea Wealth Management
Brooklyn,
New York
|
$1.99M
|
+$1.14M
|
+11,922
|
+142%
|
|
|
1873
|
Grimes & Company
Westborough,
Massachusetts
|
$1.99M
|
+$336K
|
+3,529
|
+21%
|
|
|
1874
|
Strategic Financial Concepts
San Antonio,
Texas
|
$1.98M
|
-$664K
|
-6,966
|
-26%
|
|
|
1875
|
LongView Wealth Management
Atlanta,
Georgia
|
$1.98M
|
-$113K
|
-1,189
|
-6%
|
|
