|
1001
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$3.04M
|
-$3.99M
|
-17,612
|
-60%
|
|
|
1002
|
Douglass Winthrop Advisors
New York
|
$3.04M
|
-$37.3K
|
-165
|
-1%
|
|
|
1003
|
|
$3.03M
|
-$463K
|
-2,044
|
-15%
|
|
|
1004
|
UBS O'Connor
Chicago,
Illinois
|
$3.03M
|
+$2.6M
|
+11,500
|
New
|
|
|
1005
|
Axxcess Wealth Management
Carlsbad,
California
|
$3.02M
|
+$169K
|
+747
|
+7%
|
|
|
1006
|
Holocene Advisors
New York
|
$3.02M
|
-$7.57M
|
-33,451
|
-74%
|
|
|
1007
|
Finer Wealth Management
Salem,
Massachusetts
|
$3M
|
+$54.5K
|
+241
|
+2%
|
|
|
1008
|
Wellington Shields Capital Management
New York
|
$3M
|
+$212K
|
+935
|
+9%
|
|
|
1009
|
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
|
$3M
|
+$229K
|
+1,012
|
+10%
|
|
|
1010
|
Cetera Trust Company
St. Paul,
Minnesota
|
$3M
|
+$2.58M
|
+11,391
|
New
|
|
|
1011
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$3M
|
-$761K
|
-3,364
|
-23%
|
|
|
1012
|
Ardsley Advisory Partners
Stamford,
Connecticut
|
$2.97M
|
+$84.9K
|
+375
|
+3%
|
|
|
1013
|
Mission Wealth Management
Santa Barbara,
California
|
$2.96M
|
+$86.7K
|
+383
|
+4%
|
|
|
1014
|
Choate Investment Advisors
Boston,
Massachusetts
|
$2.96M
|
+$142K
|
+626
|
+6%
|
|
|
1015
|
Modera Wealth Management
Westwood,
New Jersey
|
$2.96M
|
+$518K
|
+2,289
|
+26%
|
|
|
1016
|
Trust Asset Management
Houston,
Texas
|
$2.95M
|
-$82.8K
|
-366
|
-3%
|
|
|
1017
|
Stoneridge Investment Partners
Radnor,
Pennsylvania
|
$2.94M
|
-$2.42M
|
-10,711
|
-49%
|
|
|
1018
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$2.94M
|
+$23.5K
|
+104
|
+0.9%
|
|
|
1019
|
180 Wealth Advisors
Federal Way,
Washington
|
$2.93M
|
+$133K
|
+586
|
+5%
|
|
|
1020
|
EFG Asset Management
Portland,
Oregon
|
$2.92M
|
+$1.2M
|
+5,292
|
+91%
|
|
|
1021
|
Cumberland Partners
Toronto,
Ontario, Canada
|
$2.91M
|
+$226K
|
+1,000
|
+10%
|
|
|
1022
|
Citizens Business Bank
Ontario,
California
|
$2.91M
|
-$129K
|
-572
|
-5%
|
|
|
1023
|
Diversified Trust
Memphis,
Tennessee
|
$2.91M
|
-$504K
|
-2,226
|
-17%
|
|
|
1024
|
PGIM Custom Harvest
Newark,
New Jersey
|
$2.91M
|
+$21K
|
+93
|
+0.8%
|
|
|
1025
|
Meeder Advisory Services
Dublin,
Ohio
|
$2.9M
|
+$49.6K
|
+219
|
+2%
|
|
