|
1001
|
Highland Private Wealth Management
Bellevue,
Washington
|
$319K
|
+$276K
|
+3,575
|
New
|
|
|
1002
|
9258 Wealth Management
Blue Ash,
Ohio
|
$318K
|
-$5.79K
|
-75
|
-2%
|
|
|
1003
|
Physician Wealth Advisors
Midvale,
Utah
|
$316K
|
–
|
–
|
–
|
|
|
1004
|
Maverick Capital
Dallas,
Texas
|
$314K
|
-$1.03M
|
-13,375
|
-79%
|
|
|
1005
|
Koshinski Asset Management
Decatur,
Illinois
|
$314K
|
-$50.2K
|
-650
|
-16%
|
|
|
1006
|
|
$312K
|
–
|
–
|
–
|
|
|
1007
|
Samalin Investment Counsel
Chappaqua,
New York
|
$310K
|
+$7.72K
|
+100
|
+3%
|
|
|
1008
|
Blume Capital Management
Berkeley,
California
|
$305K
|
–
|
–
|
–
|
|
|
1009
|
Liberty Capital Management
Birmingham,
Michigan
|
$305K
|
+$264K
|
+3,425
|
New
|
|
|
1010
|
MACRO Consulting Group
Parsippany,
New Jersey
|
$304K
|
+$1.93K
|
+25
|
+0.7%
|
|
|
1011
|
Saturna Capital
Bellingham,
Washington
|
$301K
|
-$65.6K
|
-850
|
-20%
|
|
|
1012
|
Wharton Business Group
Malvern,
Pennsylvania
|
$301K
|
–
|
–
|
–
|
|
|
1013
|
|
$298K
|
+$259K
|
+3,350
|
New
|
|
|
1014
|
Prairiewood Capital
Fargo,
North Dakota
|
$296K
|
+$257K
|
+3,325
|
New
|
|
|
1015
|
Tranquilli Financial Advisor
Clinton,
New Jersey
|
$294K
|
+$255K
|
+3,300
|
New
|
|
|
1016
|
Prentiss Smith & Co
Brattleboro,
Vermont
|
$292K
|
–
|
–
|
–
|
|
|
1017
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$292K
|
–
|
–
|
–
|
|
|
1018
|
Cerity Partners OCIO
New York
|
$292K
|
+$23.2K
|
+300
|
+10%
|
|
|
1019
|
Alliance Wealth Advisors (Pennsylvania)
Scranton,
Pennsylvania
|
$292K
|
+$253K
|
+3,275
|
New
|
|
|
1020
|
Pekin Hardy Strauss
Chicago,
Illinois
|
$290K
|
-$152K
|
-1,975
|
-38%
|
|
|
1021
|
Manning & Napier Group
Fairport,
New York
|
$289K
|
-$145K
|
-1,875
|
-37%
|
|
|
1022
|
Wealth Alliance
Mellville,
New York
|
$287K
|
+$3.86K
|
+50
|
+2%
|
|
|
1023
|
|
$287K
|
+$174K
|
+2,250
|
New
|
|
|
1024
|
Concord Wealth Partners
Abingdon,
Virginia
|
$287K
|
+$249K
|
+3,225
|
New
|
|
|
1025
|
D.A. Davidson & Co
Great Falls,
Montana
|
$285K
|
-$9.65K
|
-125
|
-4%
|
|
