|
1001
|
J.W. Burns & Co
Dewitt,
New York
|
$532K
|
–
|
–
|
–
|
|
|
1002
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$531K
|
–
|
–
|
–
|
|
|
1003
|
Mission Wealth Management
Santa Barbara,
California
|
$531K
|
+$1.71K
|
+3
|
+0.3%
|
|
|
1004
|
PAX Financial Group
San Antonio,
Texas
|
$531K
|
+$13.7K
|
+24
|
+3%
|
|
|
1005
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$529K
|
+$17.1K
|
+30
|
+3%
|
|
|
1006
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$525K
|
-$31.4K
|
-55
|
-6%
|
|
|
1007
|
Atlas Brown
Louisville,
Kentucky
|
$523K
|
+$51.9K
|
+91
|
+11%
|
|
|
1008
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$521K
|
-$102K
|
-179
|
-16%
|
|
|
1009
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$518K
|
–
|
–
|
–
|
|
|
1010
|
Legacy Wealth Management (Mississippi)
Ridgeland,
Mississippi
|
$515K
|
+$521K
|
+913
|
New
|
|
|
1011
|
Bremer Bank National Association
St Paul,
Minnesota
|
$514K
|
-$6.85K
|
-12
|
-1%
|
|
|
1012
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$512K
|
+$59.3K
|
+104
|
+13%
|
|
|
1013
|
Tokio Marine Asset Management
Tokyo,
Japan
|
$512K
|
+$76.5K
|
+134
|
+17%
|
|
|
1014
|
Summit Securities Group
New York
|
$507K
|
-$343K
|
-601
|
-40%
|
|
|
1015
|
Sanders Morris Harris
Houston,
Texas
|
$507K
|
–
|
–
|
–
|
|
|
1016
|
Wealthstreet Investment Advisors
Dallas,
Texas
|
$507K
|
–
|
–
|
–
|
|
|
1017
|
Formidable Asset Management
Cincinnati,
Ohio
|
$506K
|
–
|
–
|
–
|
|
|
1018
|
Probity Advisors
Dallas,
Texas
|
$505K
|
+$65K
|
+114
|
+15%
|
|
|
1019
|
Quilter Plc
London,
United Kingdom
|
$505K
|
+$184K
|
+323
|
+56%
|
|
|
1020
|
Guinness Atkinson Asset Management
Pasadena,
California
|
$503K
|
+$56.5K
|
+99
|
+12%
|
|
|
1021
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$500K
|
+$7.42K
|
+13
|
+1%
|
|
|
1022
|
YorkBridge Wealth Partners
New York
|
$499K
|
-$5.13K
|
-9
|
-1%
|
|
|
1023
|
|
$496K
|
–
|
–
|
–
|
|
|
1024
|
Asset Dedication LLC
San Francisco,
California
|
$492K
|
+$5.71K
|
+10
|
+1%
|
|
|
1025
|
|
$491K
|
–
|
–
|
–
|
|
