|
1001
|
PWMCO LLC
Chicago,
Illinois
|
$1.06M
|
–
|
–
|
–
|
|
|
1002
|
O'Brien Greene & Co
Media,
Pennsylvania
|
$1.06M
|
–
|
–
|
–
|
|
|
1003
|
Lucia Wealth Services
San Diego,
California
|
$1.05M
|
-$201K
|
-806
|
-17%
|
|
|
1004
|
Cahill Financial Advisors
Edina,
Minnesota
|
$1.05M
|
+$40.1K
|
+161
|
+4%
|
|
|
1005
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$1.03M
|
+$225K
|
+901
|
+32%
|
|
|
1006
|
Checchi Capital Advisers
Beverly Hills,
California
|
$1.02M
|
-$78.8K
|
-316
|
-8%
|
|
|
1007
|
Monetary Management Group
St Louis,
Missouri
|
$1.02M
|
–
|
–
|
–
|
|
|
1008
|
Baxter Bros Inc
Riverside,
Connecticut
|
$1.02M
|
+$49.8K
|
+200
|
+5%
|
|
|
1009
|
Boston Family Office
Boston,
Massachusetts
|
$1.02M
|
-$12.5K
|
-50
|
-1%
|
|
|
1010
|
Manchester Capital Management
Manchester,
Vermont
|
$1.02M
|
–
|
–
|
–
|
|
|
1011
|
RWA Wealth Partners
Newton,
Massachusetts
|
$1.01M
|
-$16.7K
|
-67
|
-2%
|
|
|
1012
|
Bingham Osborn & Scarborough
San Francisco,
California
|
$1M
|
+$115K
|
+460
|
+14%
|
|
|
1013
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$998K
|
-$156K
|
-625
|
-14%
|
|
|
1014
|
Asset Dedication LLC
San Francisco,
California
|
$995K
|
+$44.1K
|
+177
|
+5%
|
|
|
1015
|
Mission Wealth Management
Santa Barbara,
California
|
$992K
|
-$73.8K
|
-296
|
-7%
|
|
|
1016
|
Verition Fund Management
Greenwich,
Connecticut
|
$991K
|
+$935K
|
+3,750
|
New
|
|
|
1017
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$987K
|
-$12.5K
|
-50
|
-1%
|
|
|
1018
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$983K
|
+$383K
|
+1,537
|
+70%
|
|
|
1019
|
Gideon Capital Advisors
New York
|
$979K
|
+$923K
|
+3,704
|
New
|
|
|
1020
|
Parsons Capital Management
Providence,
Rhode Island
|
$974K
|
-$9.72K
|
-39
|
-1%
|
|
|
1021
|
Blue Chip Wealth Management
Miami Beach,
Florida
|
$971K
|
+$14K
|
+56
|
+2%
|
|
|
1022
|
Taurus Asset Management
New York
|
$966K
|
–
|
–
|
–
|
|
|
1023
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$959K
|
-$9.72K
|
-39
|
-1%
|
|
|
1024
|
Focus Financial Network
Minneapolis,
Minnesota
|
$958K
|
-$6.98K
|
-28
|
-0.8%
|
|
|
1025
|
Credential Qtrade Securities
Vancouver,
|
$957K
|
+$7.48K
|
+30
|
+0.8%
|
|
