|
1001
|
Wealthstreet Investment Advisors
Dallas,
Texas
|
$268K
|
+$213K
|
+1,075
|
+111%
|
|
|
1002
|
Tompkins Financial
Ithaca,
New York
|
$265K
|
-$199K
|
-1,004
|
-33%
|
|
|
1003
|
Alambic Investment Management
Belvedere,
California
|
$264K
|
+$398K
|
+2,010
|
New
|
|
|
1004
|
Bienville Capital Management
New York
|
$262K
|
–
|
–
|
–
|
|
|
1005
|
Douglass Winthrop Advisors
New York
|
$261K
|
-$6.93K
|
-35
|
-2%
|
|
|
1006
|
TCI Wealth Advisors
Tucson,
Arizona
|
$261K
|
-$1.78K
|
-9
|
-0.4%
|
|
|
1007
|
Pathstone Family Office
Englewood,
New Jersey
|
$261K
|
–
|
–
|
–
|
|
|
1008
|
Lake Street Private Wealth
Chicago,
Illinois
|
$260K
|
-$8.71K
|
-44
|
-2%
|
|
|
1009
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$259K
|
-$379K
|
-1,916
|
-49%
|
|
|
1010
|
Weybosset Research & Management
Province,
Rhode Island
|
$256K
|
–
|
–
|
–
|
|
|
1011
|
Game Plan Financial Advisors
Westlake,
Ohio
|
$254K
|
-$359K
|
-1,813
|
-49%
|
|
|
1012
|
Maryland Capital Management
Towson,
Maryland
|
$254K
|
+$384K
|
+1,938
|
New
|
|
|
1013
|
Point View Wealth Management
Summit,
New Jersey
|
$252K
|
–
|
–
|
–
|
|
|
1014
|
Acima Private Wealth
Richmond,
Virginia
|
$250K
|
–
|
–
|
–
|
|
|
1015
|
Pineno Levin & Ford Asset Management
Richmond,
Virginia
|
$250K
|
–
|
–
|
–
|
|
|
1016
|
Clarius Group LLC
Seattle,
Washington
|
$250K
|
+$38.2K
|
+193
|
+11%
|
|
|
1017
|
Alpha Cubed Investments
Irvine,
California
|
$249K
|
-$6.14K
|
-31
|
-2%
|
|
|
1018
|
SteelPeak Wealth
Woodland Hills,
California
|
$249K
|
+$95.6K
|
+483
|
+34%
|
|
|
1019
|
Asset Dedication LLC
San Francisco,
California
|
$249K
|
+$361K
|
+1,821
|
+2,335%
|
|
|
1020
|
Elite Wealth Management
Kirkland,
Washington
|
$249K
|
+$376K
|
+1,900
|
New
|
|
|
1021
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$247K
|
+$373K
|
+1,884
|
New
|
|
|
1022
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$246K
|
-$305K
|
-1,540
|
-45%
|
|
|
1023
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$246K
|
+$372K
|
+1,879
|
New
|
|
|
1024
|
Windward Capital Management
Los Angeles,
California
|
$245K
|
-$30.9K
|
-156
|
-8%
|
|
|
1025
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$243K
|
-$152K
|
-766
|
-29%
|
|
