|
1001
|
Monetary Management Group
St Louis,
Missouri
|
$2.8M
|
+$1.15M
|
+5,015
|
+104%
|
|
|
1002
|
Total Wealth Planning & Management
Ponte Vedra Beach,
Florida
|
$2.79M
|
+$2.24M
|
+9,771
|
New
|
|
|
1003
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$2.78M
|
+$210K
|
+917
|
+15%
|
|
|
1004
|
Intact Investment Management
Montreal,
Quebec, Canada
|
$2.77M
|
-$8.76M
|
-38,200
|
-80%
|
|
|
1005
|
Lighthouse Investment Partners
Palm Beach Gardens,
Florida
|
$2.76M
|
+$2.22M
|
+9,671
|
New
|
|
|
1006
|
Beech Hill Advisors
New York
|
$2.76M
|
-$493K
|
-2,150
|
-18%
|
|
|
1007
|
Oxford Asset Management
Oxford,
United Kingdom
|
$2.76M
|
-$899K
|
-3,919
|
-29%
|
|
|
1008
|
Everhart Financial Group
Dublin,
Ohio
|
$2.75M
|
+$458K
|
+1,994
|
+26%
|
|
|
1009
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$2.75M
|
+$229K
|
+997
|
+12%
|
|
|
1010
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$2.74M
|
+$116K
|
+507
|
+6%
|
|
|
1011
|
Richard Bernstein Advisors
New York
|
$2.74M
|
-$236K
|
-1,029
|
-10%
|
|
|
1012
|
Fortitude Advisory Group
Gig Harbor,
Washington
|
$2.74M
|
+$6.2K
|
+27
|
+0.3%
|
|
|
1013
|
Tempo Wealth
Independence,
Ohio
|
$2.74M
|
+$2.2M
|
+9,588
|
New
|
|
|
1014
|
Sivia Capital Partners
Mill Valley,
California
|
$2.73M
|
+$739K
|
+3,219
|
+51%
|
|
|
1015
|
Doliver Advisors
Houston,
Texas
|
$2.73M
|
-$334K
|
-1,456
|
-13%
|
|
|
1016
|
Lombard Odier Asset Management (USA)
New York
|
$2.72M
|
+$2.19M
|
+9,542
|
New
|
|
|
1017
|
Silvercrest Asset Management
New York
|
$2.71M
|
-$53K
|
-231
|
-2%
|
|
|
1018
|
Passumpsic Savings Bank
St. Johnsbury,
Vermont
|
$2.67M
|
+$2.15M
|
+9,352
|
New
|
|
|
1019
|
Florida Financial Advisors
Tampa,
Florida
|
$2.66M
|
+$1.77M
|
+7,724
|
+472%
|
|
|
1020
|
Naviter Wealth
Little Rock,
Arkansas
|
$2.66M
|
-$484K
|
-2,108
|
-18%
|
|
|
1021
|
Affinity Investment Advisors
Newport Beach,
California
|
$2.66M
|
+$2.14M
|
+9,314
|
New
|
|
|
1022
|
Aviso Wealth Management
Bellevue,
Washington
|
$2.66M
|
+$1.61K
|
+7
|
+0.1%
|
|
|
1023
|
Concentrum Wealth Management
San Jose,
California
|
$2.65M
|
+$151K
|
+659
|
+8%
|
|
|
1024
|
AM Investment Strategies
Chattanooga,
Tennessee
|
$2.65M
|
-$143K
|
-624
|
-6%
|
|
|
1025
|
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
$2.65M
|
+$2.13M
|
+9,280
|
New
|
|
