|
3001
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$25.2M
|
+$126K
|
8
|
5.2%
|
Increased
|
|
|
3002
|
Putney Financial Group
San Rafael,
California
|
$25.2M
|
+$24.1M
|
10
|
22.48%
|
New
|
|
|
3003
|
Sanders Morris Harris
Houston,
Texas
|
$25.2M
|
+$6.17M
|
11
|
3.77%
|
Increased
|
|
|
3004
|
Northstar Advisory Group
Northfield,
New Jersey
|
$25.2M
|
+$909K
|
6
|
12.83%
|
Increased
|
|
|
3005
|
Peloton Wealth Strategists
Indianapolis,
Indiana
|
$25.2M
|
+$103K
|
3
|
10.15%
|
Increased
|
|
|
3006
|
Searcy Financial Services
Overland Park,
Kansas
|
$25.2M
|
-$770K
|
4
|
11.62%
|
Reduced
|
|
|
3007
|
Ceeto Capital Group
Coral Gables,
Florida
|
$25.2M
|
-$1.19M
|
7
|
9.26%
|
Reduced
|
|
|
3008
|
First National Bank of Mount Dora
Mount Dora,
Florida
|
$25.1M
|
-$230K
|
4
|
5.88%
|
Reduced
|
|
|
3009
|
OMC Financial Services
Dewitt,
New York
|
$25.1M
|
+$583K
|
5
|
10.68%
|
Increased
|
|
|
3010
|
Hilltop National Bank
Casper,
Wyoming
|
$25.1M
|
+$249K
|
12
|
7.55%
|
Increased
|
|
|
3011
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$25.1M
|
+$4.23M
|
16
|
3.41%
|
Increased
|
|
|
3012
|
Benedict Financial Advisors
Atlanta,
Georgia
|
$25.1M
|
-$311K
|
4
|
6.09%
|
Reduced
|
|
|
3013
|
Kinney Asset Management
Chicago,
Illinois
|
$24.9M
|
-$4.37M
|
1
|
24.9%
|
Reduced
|
|
|
3014
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$24.9M
|
-$274K
|
14
|
2.07%
|
Reduced
|
|
|
3015
|
Sustainable Insight Capital Management
New York
|
$24.9M
|
+$12.1M
|
3
|
10.89%
|
Increased
|
|
|
3016
|
Beacon Financial Group
Dallas,
Texas
|
$24.9M
|
-$701K
|
7
|
2.67%
|
Reduced
|
|
|
3017
|
Wayfinding Financial
Lynnwood,
Washington
|
$24.8M
|
+$3.77M
|
6
|
13.27%
|
Increased
|
|
|
3018
|
626 Financial
Portage,
Michigan
|
$24.8M
|
+$262K
|
6
|
13.37%
|
Increased
|
|
|
3019
|
MV Capital Management
Bethesda,
Maryland
|
$24.8M
|
+$65K
|
17
|
2.64%
|
Increased
|
|
|
3020
|
Cornell Pochily Investment Advisors
Ithaca,
New York
|
$24.7M
|
-$238K
|
6
|
8.64%
|
Reduced
|
|
|
3021
|
Lantz Financial
Naperville,
Illinois
|
$24.7M
|
+$242K
|
6
|
6.59%
|
Increased
|
|
|
3022
|
Pines Wealth Management
Southern Pines,
North Carolina
|
$24.7M
|
+$23.9M
|
7
|
10.76%
|
New
|
|
|
3023
|
Sitrin Capital Management
Century City,
California
|
$24.7M
|
-$14.4K
|
5
|
12.46%
|
Reduced
|
|
|
3024
|
Poplar Forest Capital
Pasadena,
California
|
$24.7M
|
-$11.8M
|
5
|
4.55%
|
Reduced
|
|
|
3025
|
Financial Insights
Tacoma,
Washington
|
$24.7M
|
-$8.78M
|
5
|
9.17%
|
Reduced
|
|