|
1001
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$576K
|
+$48.9K
|
+229
|
+10%
|
|
|
1002
|
Navalign LLC
Encino,
California
|
$573K
|
-$21.6K
|
-101
|
-4%
|
|
|
1003
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$571K
|
-$212K
|
-993
|
-28%
|
|
|
1004
|
PSI Advisors
Tampa,
Florida
|
$571K
|
+$30.9K
|
+145
|
+6%
|
|
|
1005
|
Focus Financial Network
Minneapolis,
Minnesota
|
$569K
|
-$27.1K
|
-127
|
-5%
|
|
|
1006
|
KLCM Advisors
Milwaukee,
Wisconsin
|
$567K
|
-$64K
|
-300
|
-11%
|
|
|
1007
|
Vantage Financial Partners (Illinois)
Arlington Heights,
Illinois
|
$567K
|
+$16K
|
+75
|
+3%
|
|
|
1008
|
American Research & Management Company
Marion,
Massachusetts
|
$567K
|
+$47.6K
|
+223
|
+10%
|
|
|
1009
|
EFG Asset Management
Portland,
Oregon
|
$564K
|
-$484K
|
-2,268
|
-48%
|
|
|
1010
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$561K
|
-$290K
|
-1,358
|
-35%
|
|
|
1011
|
Alta Wealth Advisors
Woburn,
Massachusetts
|
$556K
|
+$1.71K
|
+8
|
+0.3%
|
|
|
1012
|
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
|
$554K
|
-$41K
|
-192
|
-7%
|
|
|
1013
|
Transcend Capital Advisors
Madison,
New Jersey
|
$554K
|
+$9.6K
|
+45
|
+2%
|
|
|
1014
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$553K
|
+$111K
|
+520
|
+27%
|
|
|
1015
|
Hexagon Capital Partners
Rogers,
Arkansas
|
$551K
|
-$5.33K
|
-25
|
-1%
|
|
|
1016
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$550K
|
+$45.2K
|
+212
|
+10%
|
|
|
1017
|
Delos Wealth Advisors
Dallas,
Texas
|
$549K
|
-$867K
|
-4,061
|
-63%
|
|
|
1018
|
Westwood Wealth Management
Los Angeles,
California
|
$549K
|
-$601K
|
-2,815
|
-54%
|
|
|
1019
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$549K
|
-$21.6K
|
-101
|
-4%
|
|
|
1020
|
Birch Hill Investment Advisors
Boston,
Massachusetts
|
$548K
|
–
|
–
|
–
|
|
|
1021
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$548K
|
+$12.8K
|
+60
|
+3%
|
|
|
1022
|
Fund Management at Engine No 1
San Francisco,
California
|
$546K
|
+$73.4K
|
+344
|
+17%
|
|
|
1023
|
Brewin Dolphin Wealth Management
Conskleagh, Dublin,
Ireland
|
$545K
|
–
|
–
|
–
|
|
|
1024
|
Searle & Co
Greenwich,
Connecticut
|
$544K
|
–
|
–
|
–
|
|
|
1025
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$544K
|
+$75.3K
|
+353
|
+17%
|
|
