|
1551
|
Flagship Wealth Advisors
Wakefield,
Massachusetts
|
$7.18M
|
+$5.5M
|
5
|
1.61%
|
Increased
|
|
|
1552
|
Ashton Thomas Securities
Rochester,
New York
|
$7.17M
|
+$546K
|
2
|
1.06%
|
Increased
|
|
|
1553
|
Herald Investment Management
London,
United Kingdom
|
$7.15M
|
-$1.19M
|
1
|
0.97%
|
Reduced
|
|
|
1554
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
$7.13M
|
+$1.69M
|
1
|
0.14%
|
Increased
|
|
|
1555
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$7.13M
|
+$4.4M
|
2
|
0.53%
|
Increased
|
|
|
1556
|
D.L. Carlson Investment Group
Concord,
New Hampshire
|
$7.11M
|
+$600K
|
1
|
1.13%
|
Increased
|
|
|
1557
|
Bearing Point Capital
Bloomington,
Minnesota
|
$7.1M
|
+$921K
|
2
|
0.96%
|
Increased
|
|
|
1558
|
Tempus Wealth Planning
Irvine,
California
|
$7.1M
|
+$251K
|
1
|
1.39%
|
Increased
|
|
|
1559
|
|
$7.04M
|
$0
|
1
|
0.15%
|
Maintained
|
|
|
1560
|
Wright Investors Service
Shelton,
Connecticut
|
$7.04M
|
+$374K
|
3
|
1.92%
|
Increased
|
|
|
1561
|
Franchise GP
Grand Cayman,
|
$7.04M
|
+$5.05M
|
1
|
3.27%
|
New
|
|
|
1562
|
Carmel Capital Partners
San Diego,
California
|
$7.04M
|
-$429K
|
2
|
2.32%
|
Reduced
|
|
|
1563
|
Pacific Point Advisors
Rancho Santa Fe,
California
|
$7.03M
|
+$139K
|
1
|
3.21%
|
Increased
|
|
|
1564
|
Nixon Peabody Trust
Boston,
Massachusetts
|
$7.01M
|
+$129K
|
2
|
0.5%
|
Increased
|
|
|
1565
|
QSM Asset Management
London,
United Kingdom
|
$6.99M
|
+$1.36M
|
1
|
3.63%
|
Increased
|
|
|
1566
|
LMG Wealth Partners
Shreveport,
Louisiana
|
$6.99M
|
+$1.01M
|
1
|
1.12%
|
Increased
|
|
|
1567
|
Portolan Capital Management
Boston,
Massachusetts
|
$6.98M
|
-$4.33M
|
1
|
0.26%
|
Reduced
|
|
|
1568
|
Prosperity Consulting Group
Owings Mills,
Maryland
|
$6.94M
|
+$1.1M
|
2
|
0.26%
|
Increased
|
|
|
1569
|
Welch Group
Birmingham,
Alabama
|
$6.93M
|
-$93.5K
|
1
|
0.24%
|
Reduced
|
|
|
1570
|
SageView Advisory Group
Newport Beach,
California
|
$6.93M
|
-$51.7K
|
2
|
0.23%
|
Reduced
|
|
|
1571
|
Econ Financial Services
Harrisburg,
Pennsylvania
|
$6.92M
|
+$1.38M
|
2
|
3.24%
|
Increased
|
|
|
1572
|
Kurv Investment Management
San Francisco,
California
|
$6.92M
|
+$821K
|
2
|
4.17%
|
Increased
|
|
|
1573
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$6.89M
|
+$6.79M
|
4
|
0.26%
|
New
|
|
|
1574
|
Fulcrum Capital
Seattle,
Washington
|
$6.89M
|
-$257K
|
1
|
1.4%
|
Reduced
|
|
|
1575
|
CAZ Investments
Houston,
Texas
|
$6.88M
|
$0
|
1
|
1.44%
|
Maintained
|
|