|
1001
|
Morton Capital Management
Calabasas,
California
|
$670K
|
+$23K
|
+158
|
+4%
|
|
|
1002
|
Balanced Wealth Group
Westlake,
Ohio
|
$669K
|
+$616K
|
+4,242
|
New
|
|
|
1003
|
MKT Advisors
Escondido,
California
|
$667K
|
-$1.74K
|
-12
|
-0.3%
|
|
|
1004
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$662K
|
-$3.34K
|
-23
|
-0.5%
|
|
|
1005
|
Cooksen Wealth
The Woodlands,
Texas
|
$661K
|
+$608K
|
+4,187
|
New
|
|
|
1006
|
Venturi Wealth Management
Austin,
Texas
|
$659K
|
+$550K
|
+3,785
|
+966%
|
|
|
1007
|
Nvest Financial
Portsmouth,
New Hampshire
|
$653K
|
-$29.9K
|
-206
|
-5%
|
|
|
1008
|
SeaCrest Wealth Management
Purchase,
New York
|
$651K
|
-$49K
|
-337
|
-7%
|
|
|
1009
|
Private Portfolio Partners
Paramus,
New Jersey
|
$648K
|
+$34K
|
+234
|
+6%
|
|
|
1010
|
Black Diamond Financial
Towson,
Maryland
|
$647K
|
+$3.49K
|
+24
|
+0.6%
|
|
|
1011
|
Cardiff Park Advisors
Carlsbad,
California
|
$647K
|
+$1.02K
|
+7
|
+0.2%
|
|
|
1012
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$640K
|
-$47.4K
|
-326
|
-7%
|
|
|
1013
|
TruWealth Advisors
Metairie,
Louisiana
|
$639K
|
-$49K
|
-337
|
-8%
|
|
|
1014
|
North Star Investment Management
Chicago,
Illinois
|
$638K
|
+$35.9K
|
+247
|
+7%
|
|
|
1015
|
West Oak Capital
Westlake Village,
California
|
$634K
|
–
|
–
|
–
|
|
|
1016
|
Kellett Wealth Advisors
Cincinnati,
Ohio
|
$634K
|
-$8.02M
|
-55,238
|
-93%
|
|
|
1017
|
Longview Financial Advisors
Huntsville,
Alabama
|
$632K
|
+$582K
|
+4,007
|
New
|
|
|
1018
|
Austin Asset Management
Austin,
Texas
|
$631K
|
–
|
–
|
–
|
|
|
1019
|
Vontobel Holding
Zurich,
Switzerland
|
$631K
|
+$581K
|
+4,000
|
New
|
|
|
1020
|
Roman Butler Fullerton & Co
St Louis,
Missouri
|
$631K
|
+$239K
|
+1,644
|
+70%
|
|
|
1021
|
Rainsberger Wealth Advisors
Colorado Springs,
Colorado
|
$630K
|
-$14.7K
|
-101
|
-2%
|
|
|
1022
|
Smith Shellnut Wilson
Ridgeland,
Mississippi
|
$626K
|
-$8.13K
|
-56
|
-1%
|
|
|
1023
|
Peterson Wealth Advisors
Orem,
Utah
|
$626K
|
-$35.7K
|
-246
|
-6%
|
|
|
1024
|
Tyche Wealth Partners
Plano,
Texas
|
$623K
|
+$574K
|
+3,950
|
New
|
|
|
1025
|
Fortis Capital Advisors
Prairie Village,
Kansas
|
$623K
|
+$356K
|
+2,449
|
+163%
|
|
