|
1001
|
Acima Private Wealth
Richmond,
Virginia
|
$1.55M
|
–
|
–
|
–
|
|
|
1002
|
SkyOak Wealth
Southfield,
Michigan
|
$1.54M
|
+$145K
|
+1,230
|
+9%
|
|
|
1003
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$1.54M
|
+$205K
|
+1,739
|
+13%
|
|
|
1004
|
Valeo Financial Advisors
Carmel,
Indiana
|
$1.53M
|
-$69.1K
|
-587
|
-4%
|
|
|
1005
|
Umpqua Bank
Lake Oswego,
Oregon
|
$1.53M
|
+$154K
|
+1,311
|
+10%
|
|
|
1006
|
SBI Okasan Asset Management
Tokyo,
Japan
|
$1.53M
|
-$247K
|
-2,100
|
-13%
|
|
|
1007
|
Intact Investment Management
Montreal,
Quebec, Canada
|
$1.52M
|
+$266K
|
+2,265
|
+18%
|
|
|
1008
|
Bridgefront Capital
Austin,
Texas
|
$1.51M
|
+$524K
|
+4,451
|
+44%
|
|
|
1009
|
Waterloo Capital
Austin,
Texas
|
$1.51M
|
-$663K
|
-5,635
|
-28%
|
|
|
1010
|
Machina Capital
Paris,
France
|
$1.51M
|
+$1.33M
|
+11,303
|
+360%
|
|
|
1011
|
AXS Investments
Port Chester,
New York
|
$1.5M
|
-$200K
|
-1,698
|
-11%
|
|
|
1012
|
Spartan Wealth Advisory Services LLC
Bingham Farms,
Michigan
|
$1.5M
|
+$1.68M
|
+14,306
|
New
|
|
|
1013
|
Jamison Private Wealth Management
Milton,
Georgia
|
$1.5M
|
-$12.9K
|
-110
|
-0.8%
|
|
|
1014
|
Sendero Wealth Management
San Antonio,
Texas
|
$1.49M
|
+$536K
|
+4,555
|
+47%
|
|
|
1015
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$1.49M
|
+$862K
|
+7,330
|
+106%
|
|
|
1016
|
Grant Private Wealth Management
Pleasanton,
California
|
$1.48M
|
+$229K
|
+1,945
|
+16%
|
|
|
1017
|
Angeles Wealth Management
Santa Monica,
California
|
$1.47M
|
+$589K
|
+5,006
|
+56%
|
|
|
1018
|
Foyston, Gordon, & Payne
Toronto,
Ontario, Canada
|
$1.46M
|
+$1.65M
|
+14,000
|
New
|
|
|
1019
|
Bull Harbor Capital
Bethesda,
Maryland
|
$1.46M
|
+$1.65M
|
+13,999
|
New
|
|
|
1020
|
Altus Wealth Group
Colorado Springs,
Colorado
|
$1.46M
|
-$8K
|
-68
|
-0.5%
|
|
|
1021
|
Investment Insight Wealth Management
North Massapequa,
New York
|
$1.46M
|
-$17.6K
|
-150
|
-1%
|
|
|
1022
|
Frec Markets Inc
San Francisco,
California
|
$1.45M
|
+$939K
|
+7,982
|
+136%
|
|
|
1023
|
Circle Wealth Management
Summit,
New Jersey
|
$1.43M
|
-$429K
|
-3,646
|
-21%
|
|
|
1024
|
Pitcairn Wealth Advisors
Conshohocken,
Pennsylvania
|
$1.43M
|
-$211K
|
-1,796
|
-16%
|
|
|
1025
|
VestGen Advisors
Inverness,
Illinois
|
$1.43M
|
-$2.57M
|
-21,816
|
-58%
|
|
