|
1001
|
SteelPeak Wealth
Woodland Hills,
California
|
$447K
|
-$29K
|
-576
|
-6%
|
|
|
1002
|
HeadInvest LLC
Portland,
Maine
|
$442K
|
–
|
–
|
–
|
|
|
1003
|
Successful Portfolios
Clearwater,
Florida
|
$440K
|
–
|
–
|
–
|
|
|
1004
|
Summit Trail Advisors
New York
|
$439K
|
+$153K
|
+3,030
|
+51%
|
|
|
1005
|
Westover Capital Advisors
Wilmington,
Delaware
|
$437K
|
+$454K
|
+9,000
|
New
|
|
|
1006
|
Eisler Capital (US)
New York
|
$436K
|
-$1.82M
|
-36,022
|
-80%
|
|
|
1007
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$436K
|
+$53.8K
|
+1,067
|
+13%
|
|
|
1008
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$436K
|
+$62K
|
+1,231
|
+16%
|
|
|
1009
|
Fielder Capital Group
Nashville,
Tennessee
|
$434K
|
+$15.7K
|
+311
|
+4%
|
|
|
1010
|
JB Capital
Wethersfield,
Connecticut
|
$433K
|
-$3.66M
|
-72,656
|
-89%
|
|
|
1011
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$433K
|
+$168K
|
+3,329
|
+60%
|
|
|
1012
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$433K
|
–
|
–
|
–
|
|
|
1013
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
$432K
|
+$30.2K
|
+600
|
+7%
|
|
|
1014
|
Regal Investment Advisors
Kentwood,
Michigan
|
$432K
|
-$97.3K
|
-1,931
|
-18%
|
|
|
1015
|
Holderness Investments Company
Greensboro,
North Carolina
|
$429K
|
-$49.8K
|
-988
|
-10%
|
|
|
1016
|
Atlas Brown
Louisville,
Kentucky
|
$429K
|
+$6.9K
|
+137
|
+2%
|
|
|
1017
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$428K
|
+$202K
|
+4,007
|
+84%
|
|
|
1018
|
Childress Capital Advisors
Houston,
Texas
|
$427K
|
+$30.3K
|
+602
|
+7%
|
|
|
1019
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$426K
|
+$65.5K
|
+1,299
|
+17%
|
|
|
1020
|
Daymark Wealth Partners
Cincinnati,
Ohio
|
$426K
|
-$65.9K
|
-1,307
|
-13%
|
|
|
1021
|
Everhart Financial Group
Dublin,
Ohio
|
$425K
|
+$99.1K
|
+1,966
|
+29%
|
|
|
1022
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$423K
|
+$62.4K
|
+1,239
|
+17%
|
|
|
1023
|
9258 Wealth Management
Blue Ash,
Ohio
|
$421K
|
+$36.7K
|
+728
|
+9%
|
|
|
1024
|
Garden State Investment Advisory Services
Red Bank,
New Jersey
|
$420K
|
+$435K
|
+8,640
|
New
|
|
|
1025
|
iSAM Funds (UK)
London,
United Kingdom
|
$420K
|
-$8.42K
|
-167
|
-2%
|
|
