|
1001
|
Heritage Wealth Management (Ohio)
Cincinnati,
Ohio
|
$573K
|
–
|
–
|
–
|
|
|
1002
|
LRI Investments
Palm Beach Gardens,
Florida
|
$573K
|
+$93.6K
|
+165
|
+21%
|
|
|
1003
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$570K
|
+$49.9K
|
+88
|
+10%
|
|
|
1004
|
Pines Wealth Management
Southern Pines,
North Carolina
|
$567K
|
+$10.8K
|
+19
|
+2%
|
|
|
1005
|
CIM Investment Management
Pittsburgh,
Pennsylvania
|
$566K
|
-$540K
|
-953
|
-51%
|
|
|
1006
|
Challenger Wealth Management
Aliso Viejo,
California
|
$566K
|
-$286K
|
-504
|
-35%
|
|
|
1007
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$565K
|
+$98.7K
|
+174
|
+23%
|
|
|
1008
|
James Hambro & Partners
London,
United Kingdom
|
$565K
|
-$108K
|
-190
|
-17%
|
|
|
1009
|
Personal CFO Solutions
Chester,
New Jersey
|
$562K
|
-$256K
|
-451
|
-33%
|
|
|
1010
|
Auxano Advisors
Bellevue,
Washington
|
$561K
|
+$567
|
+1
|
+0.1%
|
|
|
1011
|
First County Bank
Stamford,
Connecticut
|
$559K
|
+$6.24K
|
+11
|
+1%
|
|
|
1012
|
First United Bank & Trust
Oakland,
Maryland
|
$559K
|
+$79.4K
|
+140
|
+18%
|
|
|
1013
|
Argyle Capital Partners
Los Angeles,
California
|
$557K
|
+$1.7K
|
+3
|
+0.3%
|
|
|
1014
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$555K
|
–
|
–
|
–
|
|
|
1015
|
Allen Wealth Management
Boone,
North Carolina
|
$553K
|
-$17.6K
|
-31
|
-3%
|
|
|
1016
|
Shulman DeMeo Asset Management
Lake Success,
New York
|
$552K
|
-$2.83K
|
-5
|
-0.5%
|
|
|
1017
|
Stokes Family Office
New Orleans,
Louisiana
|
$550K
|
+$3.4K
|
+6
|
+0.7%
|
|
|
1018
|
Pure Portfolios Holdings
Lake Oswego,
Oregon
|
$550K
|
–
|
–
|
–
|
|
|
1019
|
Center For Asset Management
Palm Beach Gardens,
Florida
|
$548K
|
–
|
–
|
–
|
|
|
1020
|
Parsonex Advisory Services
Englewood,
Colorado
|
$548K
|
+$567
|
+1
|
+0.1%
|
|
|
1021
|
Asahi Life Asset Management
Tokyo,
Japan
|
$545K
|
+$507K
|
+895
|
New
|
|
|
1022
|
Broadleaf Partners
Hudson,
Ohio
|
$544K
|
-$49.3K
|
-87
|
-9%
|
|
|
1023
|
Essex Financial Services
Essex,
Connecticut
|
$543K
|
-$15.9K
|
-28
|
-3%
|
|
|
1024
|
Patrick M. Sweeney & Associates
Libertyville,
Illinois
|
$543K
|
–
|
–
|
–
|
|
|
1025
|
Capital Planning Advisors
Roseville,
California
|
$542K
|
+$2.27K
|
+4
|
+0.5%
|
|
