|
1001
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$673K
|
+$126K
|
+1,930
|
+22%
|
|
|
1002
|
GW & Wade
Wellesley,
Massachusetts
|
$671K
|
+$4.49K
|
+69
|
+0.6%
|
|
|
1003
|
Monetary Management Group
St Louis,
Missouri
|
$670K
|
–
|
–
|
–
|
|
|
1004
|
Castleview Partners
Dallas,
Texas
|
$670K
|
+$695K
|
+10,684
|
New
|
|
|
1005
|
|
$668K
|
+$29K
|
+446
|
+4%
|
|
|
1006
|
Frontier Wealth Management
Kansas City,
Missouri
|
$666K
|
+$11.2K
|
+172
|
+2%
|
|
|
1007
|
MGO One Seven
Beachwood,
Ohio
|
$666K
|
+$31.1K
|
+478
|
+5%
|
|
|
1008
|
Trust Company of Toledo
Holland,
Ohio
|
$665K
|
–
|
–
|
–
|
|
|
1009
|
Blueshift Asset Management
Red Bank,
New Jersey
|
$665K
|
+$690K
|
+10,594
|
New
|
|
|
1010
|
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
|
$663K
|
-$389K
|
-5,979
|
-36%
|
|
|
1011
|
Ashfield Capital Partners
San Francisco,
California
|
$660K
|
-$250K
|
-3,840
|
-27%
|
|
|
1012
|
Western Wealth Management
Golden,
Colorado
|
$659K
|
+$267K
|
+4,104
|
+64%
|
|
|
1013
|
Citizens Business Bank
Ontario,
California
|
$658K
|
–
|
–
|
–
|
|
|
1014
|
Virtue Capital Management
Brentwood,
Tennessee
|
$658K
|
+$178K
|
+2,742
|
+35%
|
|
|
1015
|
Wellington Shields & Co
New York
|
$656K
|
+$1.24K
|
+19
|
+0.2%
|
|
|
1016
|
Brookstone Capital Management
Wheaton,
Illinois
|
$656K
|
+$294K
|
+4,516
|
+77%
|
|
|
1017
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$654K
|
-$9.96K
|
-153
|
-1%
|
|
|
1018
|
|
$653K
|
+$677K
|
+10,401
|
New
|
|
|
1019
|
NorthCrest Asset Manangement
Plymouth,
Minnesota
|
$651K
|
-$2.16M
|
-33,239
|
-76%
|
|
|
1020
|
Douglass Winthrop Advisors
New York
|
$651K
|
-$13.3K
|
-205
|
-2%
|
|
|
1021
|
J.W. Cole Advisors
Tampa,
Florida
|
$651K
|
-$2.99K
|
-46
|
-0.4%
|
|
|
1022
|
Marcum Wealth
Cleveland,
Ohio
|
$650K
|
+$30.1K
|
+462
|
+5%
|
|
|
1023
|
Fisher Asset Management
Camas,
Washington
|
$646K
|
-$43.5K
|
-669
|
-6%
|
|
|
1024
|
Signature Wealth Management Partners
Montvale,
New Jersey
|
$646K
|
+$2.21K
|
+34
|
+0.3%
|
|
|
1025
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$645K
|
-$5.66K
|
-87
|
-0.8%
|
|
