|
1026
|
Mission Wealth Management
Santa Barbara,
California
|
$695K
|
+$44.3K
|
+426
|
+9%
|
|
|
1027
|
Mizuho Securities
Tokyo,
Japan
|
$692K
|
+$275K
|
+2,640
|
+95%
|
|
|
1028
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$690K
|
-$87.8K
|
-844
|
-14%
|
|
|
1029
|
Sara-Bay Financial
Sarasota,
Florida
|
$690K
|
–
|
–
|
–
|
|
|
1030
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$688K
|
+$94.1K
|
+904
|
+20%
|
|
|
1031
|
Apriem Advisors
Irvine,
California
|
$685K
|
+$5.2K
|
+50
|
+0.9%
|
|
|
1032
|
Merit Financial Group
Alpharetta,
Georgia
|
$684K
|
-$993K
|
-9,546
|
-64%
|
|
|
1033
|
Choate Investment Advisors
Boston,
Massachusetts
|
$684K
|
+$230K
|
+2,214
|
+71%
|
|
|
1034
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$683K
|
-$19.1K
|
-184
|
-3%
|
|
|
1035
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$678K
|
+$15.6K
|
+150
|
+3%
|
|
|
1036
|
Thompson Davis & Co
Richmond,
Virginia
|
$677K
|
–
|
–
|
–
|
|
|
1037
|
Avidian Wealth Enterprises
Houston,
Texas
|
$673K
|
–
|
–
|
–
|
|
|
1038
|
Regal Investment Advisors
Kentwood,
Michigan
|
$670K
|
+$63.7K
|
+612
|
+13%
|
|
|
1039
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$665K
|
+$479K
|
+4,608
|
+773%
|
|
|
1040
|
Summit Trail Advisors
New York
|
$665K
|
+$243K
|
+2,336
|
+82%
|
|
|
1041
|
Venture Visionary Partners
Sylvania,
Ohio
|
$663K
|
+$130K
|
+1,248
|
+32%
|
|
|
1042
|
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
$661K
|
-$12.5K
|
-120
|
-2%
|
|
|
1043
|
Brighton Jones LLC
Seattle,
Washington
|
$650K
|
+$89.7K
|
+862
|
+20%
|
|
|
1044
|
SkyOak Wealth
Southfield,
Michigan
|
$647K
|
–
|
–
|
–
|
|
|
1045
|
Donoghue Forlines
Boston,
Massachusetts
|
$643K
|
+$160K
|
+1,538
|
+44%
|
|
|
1046
|
Veritable
Wilmington,
Delaware
|
$642K
|
+$39.7K
|
+382
|
+8%
|
|
|
1047
|
American Trust
Lexington,
Kentucky
|
$641K
|
-$73K
|
-702
|
-12%
|
|
|
1048
|
Circle Wealth Management
Summit,
New Jersey
|
$640K
|
+$9.16K
|
+88
|
+2%
|
|
|
1049
|
Fairfield Financial Advisors
Wellesley,
Massachusetts
|
$639K
|
+$22.3K
|
+214
|
+4%
|
|
|
1050
|
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
$639K
|
-$77K
|
-740
|
-13%
|
|
