|
1026
|
Level Four Advisory Services
Dallas,
Texas
|
$2.03M
|
+$515K
|
+4,522
|
+34%
|
|
|
1027
|
Sendero Wealth Management
San Antonio,
Texas
|
$2.02M
|
+$2.01M
|
+17,602
|
New
|
|
|
1028
|
Townsend & Associates
Westminster,
Colorado
|
$2.02M
|
+$78.8K
|
+691
|
+4%
|
|
|
1029
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$2.01M
|
+$96.8K
|
+849
|
+5%
|
|
|
1030
|
Tiemann Investment Advisors
Menlo Park,
California
|
$1.99M
|
+$6.5K
|
+57
|
+0.3%
|
|
|
1031
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$1.99M
|
-$14.1K
|
-124
|
-0.7%
|
|
|
1032
|
Apexium Financial
Dallas,
Texas
|
$1.99M
|
+$78.4K
|
+688
|
+4%
|
|
|
1033
|
GYL Financial Synergies
West Hartford,
Connecticut
|
$1.98M
|
+$710K
|
+6,233
|
+56%
|
|
|
1034
|
American International Group
New York
|
$1.97M
|
+$1.61M
|
+14,100
|
+453%
|
|
|
1035
|
Lehman & Derafelo Financial Resources
Media,
Pennsylvania
|
$1.97M
|
-$34.2K
|
-300
|
-2%
|
|
|
1036
|
Wolverine Trading
Chicago,
Illinois
|
$1.96M
|
+$1.36M
|
+11,900
|
+228%
|
|
|
1037
|
Penobscot Investment Management
Boston,
Massachusetts
|
$1.96M
|
-$85.5K
|
-750
|
-4%
|
|
|
1038
|
Mountain Capital Investment Advisors
Westminster,
Colorado
|
$1.96M
|
-$443K
|
-3,885
|
-18%
|
|
|
1039
|
J.W. Coons Advisors
Columbus,
Ohio
|
$1.96M
|
+$489K
|
+4,295
|
+34%
|
|
|
1040
|
Probity Advisors
Dallas,
Texas
|
$1.95M
|
-$163K
|
-1,428
|
-8%
|
|
|
1041
|
Old Mission Capital
Chicago,
Illinois
|
$1.95M
|
+$1.94M
|
+17,045
|
New
|
|
|
1042
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$1.94M
|
+$315K
|
+2,761
|
+19%
|
|
|
1043
|
Laidlaw Wealth Management
New York City,
New York
|
$1.94M
|
+$1.93M
|
+16,919
|
New
|
|
|
1044
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$1.93M
|
+$26.4K
|
+232
|
+1%
|
|
|
1045
|
Brown Advisory Securities
Baltimore,
Maryland
|
$1.93M
|
-$93.7K
|
-822
|
-5%
|
|
|
1046
|
Leverty Financial Group
Hudson,
Wisconsin
|
$1.91M
|
+$1.9M
|
+16,707
|
New
|
|
|
1047
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$1.91M
|
–
|
–
|
–
|
|
|
1048
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$1.91M
|
-$74.1K
|
-650
|
-4%
|
|
|
1049
|
Vahanian & Associates Financial Planning
Saratoga Springs,
New York
|
$1.9M
|
+$1.89M
|
+16,621
|
New
|
|
|
1050
|
First Foundation Advisors
Irvine,
California
|
$1.89M
|
+$6.84K
|
+60
|
+0.4%
|
|
