|
1001
|
Tempus Wealth Planning
Irvine,
California
|
$792K
|
+$63.6K
|
+859
|
+8%
|
|
|
1002
|
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
|
$788K
|
+$35.1K
|
+475
|
+4%
|
|
|
1003
|
Rothschild Investment LLC
Chicago,
Illinois
|
$785K
|
+$26.8K
|
+362
|
+3%
|
|
|
1004
|
Evercore Wealth Management
New York
|
$780K
|
-$83K
|
-1,122
|
-9%
|
|
|
1005
|
Guild Investment Management
Los Angeles,
California
|
$778K
|
+$814K
|
+11,000
|
New
|
|
|
1006
|
TrinityPoint Wealth
Milford,
Connecticut
|
$776K
|
+$67.2K
|
+908
|
+9%
|
|
|
1007
|
FourThought Financial
Venice,
Florida
|
$773K
|
-$312K
|
-4,214
|
-28%
|
|
|
1008
|
One Wealth Advisors
San Francisco,
California
|
$771K
|
+$40K
|
+541
|
+5%
|
|
|
1009
|
Meridian Wealth Management
Lexington,
Kentucky
|
$769K
|
+$277K
|
+3,738
|
+52%
|
|
|
1010
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$766K
|
+$292K
|
+3,951
|
+57%
|
|
|
1011
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$762K
|
-$19.1K
|
-258
|
-2%
|
|
|
1012
|
Valley Brook Capital Group
Venetia,
Pennsylvania
|
$762K
|
+$20.7K
|
+280
|
+3%
|
|
|
1013
|
Sunbelt Securities
Houston,
Texas
|
$761K
|
-$35.1K
|
-475
|
-4%
|
|
|
1014
|
Fulcrum Asset Management
London,
United Kingdom
|
$758K
|
–
|
–
|
–
|
|
|
1015
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$754K
|
+$81.5K
|
+1,102
|
+12%
|
|
|
1016
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$753K
|
+$20.4K
|
+276
|
+3%
|
|
|
1017
|
Thomas White International
Chicago,
Illinois
|
$751K
|
+$21.5K
|
+290
|
+3%
|
|
|
1018
|
Gryphon Financial Partners
Columbus,
Ohio
|
$747K
|
+$69.9K
|
+945
|
+6%
|
|
|
1019
|
KG&L Capital Management
Saint Francisville,
Louisiana
|
$745K
|
-$131K
|
-1,774
|
-14%
|
|
|
1020
|
KeyBank National Association
Cleveland,
Ohio
|
$745K
|
-$52.6K
|
-711
|
-6%
|
|
|
1021
|
Montecito Bank & Trust
Santa Barbara,
California
|
$744K
|
+$94K
|
+1,271
|
+14%
|
|
|
1022
|
Investors Research Corp
Atlanta,
Georgia
|
$743K
|
+$222
|
+3
|
+0%
|
|
|
1023
|
Acorn Financial Advisory Services
Reston,
Virginia
|
$741K
|
+$5.77K
|
+78
|
+0.7%
|
|
|
1024
|
Monument Capital Management
Alexandria,
Virginia
|
$741K
|
+$52.3K
|
+707
|
+7%
|
|
|
1025
|
Bowling Portfolio Management
Cincinnati,
Ohio
|
$739K
|
-$1.81M
|
-24,476
|
-70%
|
|
