|
1001
|
Semmax Financial Advisors
Winston Salem,
North Carolina
|
$429K
|
+$105K
|
+1,019
|
+33%
|
|
|
1002
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$428K
|
+$52K
|
+503
|
+14%
|
|
|
1003
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$424K
|
-$37.5K
|
-363
|
-8%
|
|
|
1004
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$424K
|
+$20.4K
|
+197
|
+5%
|
|
|
1005
|
Smith, Moore & Co
Clayton,
Missouri
|
$424K
|
+$199K
|
+1,920
|
+89%
|
|
|
1006
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$424K
|
+$423K
|
+4,088
|
New
|
|
|
1007
|
|
$423K
|
-$88.3K
|
-854
|
-17%
|
|
|
1008
|
Canandaigua National Corp
Canandaigua,
New York
|
$423K
|
-$13.5K
|
-131
|
-3%
|
|
|
1009
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$423K
|
+$421K
|
+4,076
|
New
|
|
|
1010
|
Engine No 1 LLC
San Francisco,
California
|
$422K
|
+$88.4K
|
+855
|
+27%
|
|
|
1011
|
WMS Partners
Towson,
Maryland
|
$420K
|
-$3.62K
|
-35
|
-0.9%
|
|
|
1012
|
Minot Wealth Management
Westwood,
Massachusetts
|
$419K
|
-$21.3K
|
-206
|
-5%
|
|
|
1013
|
Cutler Group
San Francisco,
California
|
$418K
|
-$4.04M
|
-39,028
|
-91%
|
|
|
1014
|
Principle Wealth Partners
Madison,
Connecticut
|
$416K
|
–
|
–
|
–
|
|
|
1015
|
Vista Capital Partners
Portland,
Oregon
|
$416K
|
+$517
|
+5
|
+0.1%
|
|
|
1016
|
Covey Capital Advisors
Atlanta,
Georgia
|
$415K
|
-$138K
|
-1,339
|
-25%
|
|
|
1017
|
RBF Capital
San Francisco,
California
|
$415K
|
–
|
–
|
–
|
|
|
1018
|
Fortem Financial Group
Palm Desert,
California
|
$414K
|
-$43.3K
|
-419
|
-10%
|
|
|
1019
|
Intersect Capital
San Ramon,
California
|
$406K
|
-$14.6K
|
-141
|
-3%
|
|
|
1020
|
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
|
$406K
|
+$404K
|
+3,908
|
New
|
|
|
1021
|
Madrona Financial Services
Everett,
Washington
|
$405K
|
–
|
–
|
–
|
|
|
1022
|
Park Avenue Securities
New York
|
$405K
|
+$67.6K
|
+654
|
+20%
|
|
|
1023
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$404K
|
–
|
–
|
–
|
|
|
1024
|
Pegasus Partners
Mequon,
Wisconsin
|
$400K
|
+$42.8K
|
+414
|
+12%
|
|
|
1025
|
Symmetry Partners
Glastonbury,
Connecticut
|
$399K
|
-$37.7K
|
-365
|
-9%
|
|
