|
1001
|
MGO One Seven
Beachwood,
Ohio
|
$2.25M
|
+$280K
|
+1,296
|
+13%
|
|
|
1002
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$2.24M
|
+$95.9K
|
+444
|
+4%
|
|
|
1003
|
Hancock Whitney
Gulfport,
Mississippi
|
$2.24M
|
+$233K
|
+1,078
|
+11%
|
|
|
1004
|
Insigneo Advisory Services
Miami,
Florida
|
$2.23M
|
-$234K
|
-1,084
|
-9%
|
|
|
1005
|
Ally Financial
Detroit,
Michigan
|
$2.23M
|
-$10.6M
|
-49,000
|
-82%
|
|
|
1006
|
PGIM Custom Harvest
Newark,
New Jersey
|
$2.22M
|
-$4.32K
|
-20
|
-0.2%
|
|
|
1007
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$2.22M
|
+$619K
|
+2,864
|
+35%
|
|
|
1008
|
Herbst Group
Westport,
Connecticut
|
$2.21M
|
+$130K
|
+600
|
+6%
|
|
|
1009
|
Ardsley Advisory Partners
Stamford,
Connecticut
|
$2.21M
|
+$2.36M
|
+10,900
|
New
|
|
|
1010
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$2.21M
|
-$598K
|
-2,769
|
-20%
|
|
|
1011
|
Nippon Life Global Investors Americas
New York
|
$2.21M
|
–
|
–
|
–
|
|
|
1012
|
Mission Wealth Management
Santa Barbara,
California
|
$2.21M
|
+$3.67K
|
+17
|
+0.2%
|
|
|
1013
|
180 Wealth Advisors
Federal Way,
Washington
|
$2.2M
|
+$254K
|
+1,175
|
+12%
|
|
|
1014
|
Gyroscope Capital Management Group
Naples,
Florida
|
$2.2M
|
+$2M
|
+9,267
|
+579%
|
|
|
1015
|
|
$2.2M
|
+$2.35M
|
+10,855
|
New
|
|
|
1016
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$2.2M
|
-$316K
|
-1,461
|
-12%
|
|
|
1017
|
Roberts Wealth Advisors
Palo Alto,
California
|
$2.19M
|
+$19.7K
|
+91
|
+0.9%
|
|
|
1018
|
Meeder Advisory Services
Dublin,
Ohio
|
$2.19M
|
-$344K
|
-1,592
|
-13%
|
|
|
1019
|
Duff & Phelps Investment Management
Chicago,
Illinois
|
$2.18M
|
-$35K
|
-162
|
-1%
|
|
|
1020
|
Axxcess Wealth Management
Carlsbad,
California
|
$2.18M
|
+$1.05M
|
+4,843
|
+82%
|
|
|
1021
|
Legacy Private Trust
Neenah,
Wisconsin
|
$2.17M
|
+$72.6K
|
+336
|
+3%
|
|
|
1022
|
BNC Wealth Management
Beaverton,
Oregon
|
$2.16M
|
+$2.3M
|
+10,647
|
New
|
|
|
1023
|
Two Sigma Investments
New York
|
$2.16M
|
+$7.13K
|
+33
|
+0.3%
|
|
|
1024
|
Canal Capital Management
Richmond,
Virginia
|
$2.15M
|
-$67K
|
-310
|
-3%
|
|
|
1025
|
Choate Investment Advisors
Boston,
Massachusetts
|
$2.15M
|
+$1.77M
|
+8,199
|
+340%
|
|
