|
1001
|
EFG Asset Management (Americas)
Miami,
Florida
|
$756K
|
-$573K
|
-5,207
|
-42%
|
|
|
1002
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$755K
|
+$776K
|
+7,054
|
New
|
|
|
1003
|
Wolverine Trading
Chicago,
Illinois
|
$752K
|
+$772K
|
+7,014
|
New
|
|
|
1004
|
HoyleCohen
San Diego,
California
|
$751K
|
-$161K
|
-1,467
|
-17%
|
|
|
1005
|
KWB Wealth
Redlands,
California
|
$750K
|
–
|
–
|
–
|
|
|
1006
|
Iowa State Bank
Urbandale,
Iowa
|
$748K
|
+$178K
|
+1,620
|
+30%
|
|
|
1007
|
Stillwater Capital Advisors
Devon,
Pennsylvania
|
$747K
|
-$2.75K
|
-25
|
-0.4%
|
|
|
1008
|
Stokes Capital Advisors
Greenwood,
South Carolina
|
$746K
|
+$767K
|
+6,967
|
New
|
|
|
1009
|
Fortis Advisors
Wayne,
Pennsylvania
|
$744K
|
+$400K
|
+3,634
|
+110%
|
|
|
1010
|
Financial Management Professionals
Austin,
Texas
|
$743K
|
+$127K
|
+1,157
|
+20%
|
|
|
1011
|
Independent Wealth Network
Urbandale,
Iowa
|
$736K
|
+$267K
|
+2,427
|
+55%
|
|
|
1012
|
Richard Bernstein Advisors
New York
|
$730K
|
-$12.4M
|
-112,650
|
-94%
|
|
|
1013
|
Strengthening Families & Communities LLC
Boston,
Massachusetts
|
$721K
|
+$12K
|
+109
|
+2%
|
|
|
1014
|
MMBG Investment Advisors
Miami,
Florida
|
$714K
|
–
|
–
|
–
|
|
|
1015
|
Stockman Wealth Management
Billings,
Montana
|
$712K
|
-$34.1K
|
-310
|
-4%
|
|
|
1016
|
Tri-Star Advisors
Houston,
Texas
|
$707K
|
+$496K
|
+4,508
|
+194%
|
|
|
1017
|
Nottingham Advisors
Amherst,
New York
|
$705K
|
-$71.8K
|
-652
|
-9%
|
|
|
1018
|
Empirical Wealth Management
Seattle,
Washington
|
$705K
|
+$430K
|
+3,906
|
+146%
|
|
|
1019
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$704K
|
+$81.3K
|
+739
|
+13%
|
|
|
1020
|
W Advisors LLC
Germantown,
Tennessee
|
$702K
|
+$71.9K
|
+653
|
+11%
|
|
|
1021
|
Successful Portfolios
Clearwater,
Florida
|
$692K
|
-$6.93K
|
-63
|
-1%
|
|
|
1022
|
Stokes Family Office
New Orleans,
Louisiana
|
$690K
|
+$306K
|
+2,777
|
+76%
|
|
|
1023
|
O'Rourke & Company
Boston,
Massachusetts
|
$689K
|
-$24.3K
|
-221
|
-3%
|
|
|
1024
|
JSF Financial
Los Angeles,
California
|
$687K
|
-$273K
|
-2,477
|
-28%
|
|
|
1025
|
Thrive Wealth Management
Audubon,
Pennsylvania
|
$686K
|
+$704K
|
+6,401
|
New
|
|
