|
1001
|
AssetMark Inc
Concord,
California
|
$220K
|
+$153K
|
+887
|
+240%
|
|
|
1002
|
Destination Wealth Management
Walnut Creek,
California
|
$220K
|
+$216K
|
+1,254
|
New
|
|
|
1003
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$214K
|
+$210K
|
+1,220
|
New
|
|
|
1004
|
Harvest Fund Management
Beijing,
China
|
$212K
|
–
|
–
|
–
|
|
|
1005
|
Icon Wealth Partners
Houston,
Texas
|
$212K
|
+$209K
|
+1,212
|
New
|
|
|
1006
|
Credential Securities
Vancouver,
|
$211K
|
+$81.9K
|
+476
|
+65%
|
|
|
1007
|
Arete Wealth Advisors
Chicago,
Illinois
|
$211K
|
-$57.5K
|
-334
|
-22%
|
|
|
1008
|
Bank OZK
Little Rock,
Arkansas
|
$210K
|
+$206K
|
+1,197
|
New
|
|
|
1009
|
First Merchants Corp
Muncie,
Indiana
|
$210K
|
+$206K
|
+1,200
|
New
|
|
|
1010
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$210K
|
+$206K
|
+1,200
|
New
|
|
|
1011
|
Wedgewood Investors
Erie,
Pennsylvania
|
$210K
|
+$206K
|
+1,200
|
New
|
|
|
1012
|
Sutton Wealth Advisors
Tampa,
Florida
|
$210K
|
–
|
–
|
–
|
|
|
1013
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$203K
|
+$187K
|
+1,087
|
New
|
|
|
1014
|
R.H. Bluestein & Co
Birmingham,
Michigan
|
$202K
|
-$3.05M
|
-17,700
|
-94%
|
|
|
1015
|
CIBC Bank USA
Chicago,
Illinois
|
$202K
|
+$198K
|
+1,151
|
New
|
|
|
1016
|
American Portfolios Advisors
Holbrook,
New York
|
$197K
|
+$194K
|
+1,127
|
New
|
|
|
1017
|
Sun Life Financial
Toronto,
Ontario, Canada
|
$189K
|
-$438K
|
-2,548
|
-70%
|
|
|
1018
|
Cornerstone Advisors (Washington)
Bellevue,
Washington
|
$189K
|
-$27K
|
-157
|
-13%
|
|
|
1019
|
Israel Discount Bank of New York
New York
|
$182K
|
-$17.2K
|
-100
|
-9%
|
|
|
1020
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$180K
|
+$178K
|
+1,032
|
New
|
|
|
1021
|
Duncker Streett & Co
St. Louis,
Missouri
|
$175K
|
–
|
–
|
–
|
|
|
1022
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$175K
|
+$17.2K
|
+100
|
+11%
|
|
|
1023
|
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
|
$173K
|
-$7.74K
|
-45
|
-4%
|
|
|
1024
|
MGO One Seven
Beachwood,
Ohio
|
$173K
|
+$170K
|
+987
|
New
|
|
|
1025
|
TrueWealth LLC
Atlanta,
Georgia
|
$162K
|
+$159K
|
+923
|
New
|
|
