|
1026
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$754K
|
-$303K
|
-4,534
|
-30%
|
|
|
1027
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$754K
|
-$14.1K
|
-211
|
-2%
|
|
|
1028
|
One Wealth Advisors
San Francisco,
California
|
$754K
|
+$91.8K
|
+1,375
|
+15%
|
|
|
1029
|
Tempus Wealth Planning
Irvine,
California
|
$752K
|
-$8.95K
|
-134
|
-1%
|
|
|
1030
|
Thomas White International
Chicago,
Illinois
|
$751K
|
+$689K
|
+10,319
|
New
|
|
|
1031
|
Cabot Wealth Management
Salem,
Massachusetts
|
$744K
|
+$5.01K
|
+75
|
+0.7%
|
|
|
1032
|
Insight Wealth Strategies
San Ramon,
California
|
$743K
|
+$355K
|
+5,313
|
+108%
|
|
|
1033
|
Arjuna Capital
Durham,
North Carolina
|
$741K
|
+$390K
|
+5,847
|
+135%
|
|
|
1034
|
K.J. Harrison & Partners
Toronto,
Ontario, Canada
|
$741K
|
+$680K
|
+10,187
|
New
|
|
|
1035
|
Citizens Business Bank
Ontario,
California
|
$738K
|
-$186K
|
-2,779
|
-22%
|
|
|
1036
|
9258 Wealth Management
Blue Ash,
Ohio
|
$737K
|
-$33.4K
|
-501
|
-5%
|
|
|
1037
|
Tiedemann Advisors
New York
|
$736K
|
-$2.74K
|
-41
|
-0.4%
|
|
|
1038
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$736K
|
+$675K
|
+10,112
|
New
|
|
|
1039
|
Independent Financial Group
San Diego,
California
|
$733K
|
+$103K
|
+1,540
|
+18%
|
|
|
1040
|
Round Hill Asset Management
Pasadena,
California
|
$733K
|
-$3.67K
|
-55
|
-0.5%
|
|
|
1041
|
Fort Sheridan Advisors
Highland Park,
Illinois
|
$733K
|
+$137K
|
+2,059
|
+26%
|
|
|
1042
|
TrinityPoint Wealth
Milford,
Connecticut
|
$732K
|
+$34K
|
+510
|
+5%
|
|
|
1043
|
Inscription Capital
Houston,
Texas
|
$731K
|
-$55.5K
|
-832
|
-8%
|
|
|
1044
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$728K
|
-$187K
|
-2,800
|
-22%
|
|
|
1045
|
Samalin Investment Counsel
Chappaqua,
New York
|
$728K
|
+$32.2K
|
+482
|
+5%
|
|
|
1046
|
TDAM USA
Toronto,
Ontario, Canada
|
$723K
|
+$368K
|
+5,517
|
+125%
|
|
|
1047
|
Northwest Bancshares
Warren,
Pennsylvania
|
$721K
|
+$78.7K
|
+1,179
|
+14%
|
|
|
1048
|
SignatureFD
Atlanta,
Georgia
|
$719K
|
+$93.4K
|
+1,399
|
+16%
|
|
|
1049
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$718K
|
–
|
–
|
–
|
|
|
1050
|
First Horizon Advisors
Memphis,
Tennessee
|
$717K
|
+$24.8K
|
+372
|
+4%
|
|
