|
1001
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$646K
|
–
|
–
|
–
|
|
|
1002
|
RWA Wealth Partners
Newton,
Massachusetts
|
$643K
|
-$13.3M
|
-141,838
|
-95%
|
|
|
1003
|
Breakwater Capital Group
Paramus,
New Jersey
|
$642K
|
+$653K
|
+6,960
|
New
|
|
|
1004
|
Evoke Wealth
Los Angeles,
California
|
$641K
|
-$231K
|
-2,466
|
-26%
|
|
|
1005
|
Naples Global Advisors
Naples,
Florida
|
$640K
|
-$5.16K
|
-55
|
-0.8%
|
|
|
1006
|
Perennial Investment Advisors
Los Angeles,
California
|
$640K
|
-$9K
|
-96
|
-1%
|
|
|
1007
|
Private Trust Company
Cleveland,
Ohio
|
$639K
|
-$10.3K
|
-110
|
-2%
|
|
|
1008
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$637K
|
–
|
–
|
–
|
|
|
1009
|
BDFS Capital
Rehoboth Beach,
Delaware
|
$637K
|
+$17.4K
|
+186
|
+3%
|
|
|
1010
|
PDS Planning
Dublin,
Ohio
|
$635K
|
+$24.5K
|
+261
|
+4%
|
|
|
1011
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$633K
|
+$24.2K
|
+258
|
+4%
|
|
|
1012
|
Modera Wealth Management
Westwood,
New Jersey
|
$629K
|
+$16K
|
+171
|
+3%
|
|
|
1013
|
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
|
$623K
|
-$633K
|
-6,750
|
-50%
|
|
|
1014
|
Fortis Capital Management
Bellevue,
Washington
|
$623K
|
-$28.1K
|
-300
|
-4%
|
|
|
1015
|
Commerzbank Aktiengesellschaft
Frankfurt,
Germany
|
$622K
|
-$26.4K
|
-282
|
-4%
|
|
|
1016
|
Contravisory Investment Management
Norwell,
Massachusetts
|
$622K
|
-$6.66K
|
-71
|
-1%
|
|
|
1017
|
Transcend Capital Advisors
Madison,
New Jersey
|
$621K
|
-$35.5K
|
-378
|
-5%
|
|
|
1018
|
|
$621K
|
+$4.97K
|
+53
|
+0.8%
|
|
|
1019
|
Cary Street Partners
Richmond,
Virginia
|
$620K
|
+$327K
|
+3,489
|
+108%
|
|
|
1020
|
SageView Advisory Group
Newport Beach,
California
|
$619K
|
-$35.6K
|
-380
|
-5%
|
|
|
1021
|
WealthBridge Capital Management
Westerville,
Ohio
|
$617K
|
+$98.7K
|
+1,052
|
+19%
|
|
|
1022
|
|
$615K
|
-$4.69K
|
-50
|
-0.7%
|
|
|
1023
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
$615K
|
–
|
–
|
–
|
|
|
1024
|
Manchester Capital Management
Manchester,
Vermont
|
$613K
|
-$4.5K
|
-48
|
-0.7%
|
|
|
1025
|
Hilltop National Bank
Casper,
Wyoming
|
$612K
|
+$16.9K
|
+180
|
+3%
|
|
