|
1001
|
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
|
$348K
|
+$379K
|
+3,908
|
New
|
|
|
1002
|
Madrona Financial Services
Everett,
Washington
|
$347K
|
–
|
–
|
–
|
|
|
1003
|
Copperleaf Capital
Raleigh,
North Carolina
|
$347K
|
+$776
|
+8
|
+0.2%
|
|
|
1004
|
Continuum Advisory
Eagle,
Idaho
|
$347K
|
+$379K
|
+3,904
|
New
|
|
|
1005
|
Girard Partners
King Of Prussia,
Pennsylvania
|
$346K
|
-$108K
|
-1,109
|
-22%
|
|
|
1006
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$346K
|
+$106K
|
+1,088
|
+39%
|
|
|
1007
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$346K
|
+$110K
|
+1,130
|
+41%
|
|
|
1008
|
Western Wealth Management
Golden,
Colorado
|
$342K
|
-$27.7K
|
-286
|
-7%
|
|
|
1009
|
Symmetry Partners
Glastonbury,
Connecticut
|
$342K
|
–
|
–
|
–
|
|
|
1010
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$342K
|
+$58.2K
|
+600
|
+19%
|
|
|
1011
|
Arden Trust
Wilmington,
Delaware
|
$341K
|
-$14.8K
|
-153
|
-4%
|
|
|
1012
|
Ballentine Partners
Waltham,
Massachusetts
|
$337K
|
-$28.9K
|
-298
|
-7%
|
|
|
1013
|
Lido Advisors
Los Angeles,
California
|
$336K
|
+$367K
|
+3,786
|
New
|
|
|
1014
|
Evergreen Capital Management
Bellevue,
Washington
|
$335K
|
-$152K
|
-1,568
|
-29%
|
|
|
1015
|
Belpointe Asset Management
Reno,
Nevada
|
$333K
|
-$2.44M
|
-25,134
|
-87%
|
|
|
1016
|
Realta Investment Advisors
Wilmington,
Delaware
|
$333K
|
+$21.7K
|
+224
|
+7%
|
|
|
1017
|
Exane Derivatives
Paris,
France
|
$331K
|
+$93.3K
|
+962
|
+35%
|
|
|
1018
|
Penobscot Investment Management
Boston,
Massachusetts
|
$329K
|
+$145K
|
+1,500
|
+68%
|
|
|
1019
|
Steph & Co
Marinette,
Wisconsin
|
$326K
|
+$64.8K
|
+668
|
+22%
|
|
|
1020
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$325K
|
–
|
–
|
–
|
|
|
1021
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$324K
|
-$11K
|
-113
|
-3%
|
|
|
1022
|
Thrive Wealth Management
Audubon,
Pennsylvania
|
$322K
|
-$83.2K
|
-858
|
-19%
|
|
|
1023
|
Schechter Investment Advisors
Birmingham,
Michigan
|
$322K
|
+$351K
|
+3,619
|
New
|
|
|
1024
|
Grandfield & Dodd
New York
|
$320K
|
-$72.5K
|
-747
|
-17%
|
|
|
1025
|
Principle Wealth Partners
Madison,
Connecticut
|
$320K
|
-$39.8K
|
-410
|
-10%
|
|
