|
1001
|
MMBG Investment Advisors
Miami,
Florida
|
$207K
|
–
|
–
|
–
|
|
|
1002
|
Bond & Devick Financial Network
St. Louis Park,
Minnesota
|
$206K
|
–
|
–
|
–
|
|
|
1003
|
Kerr Financial Planning
Fresno,
California
|
$206K
|
+$55.1K
|
+548
|
+21%
|
|
|
1004
|
Whalen Wealth Management
Las Vegas,
Nevada
|
$205K
|
–
|
–
|
–
|
|
|
1005
|
Dixon Mitchell Investment Counsel
Vancouver,
British Columbia, Canada
|
$205K
|
-$19.8M
|
-196,609
|
-99%
|
|
|
1006
|
Canal Capital Management
Richmond,
Virginia
|
$204K
|
-$386K
|
-3,842
|
-65%
|
|
|
1007
|
Highline Wealth Partners
Sherman Oaks,
California
|
$203K
|
+$1.81K
|
+18
|
+0.9%
|
|
|
1008
|
Summit Wealth Partners
Orlando,
Florida
|
$201K
|
–
|
–
|
–
|
|
|
1009
|
North Capital
Salt Lake City,
Utah
|
$201K
|
-$100
|
-1
|
-0%
|
|
|
1010
|
Wulff, Hansen & Co
San Rafael,
California
|
$201K
|
–
|
–
|
–
|
|
|
1011
|
|
$201K
|
+$201K
|
+2,000
|
New
|
|
|
1012
|
Falcon Wealth Planning
Ontario,
California
|
$201K
|
+$1K
|
+10
|
+0.5%
|
|
|
1013
|
Blue Square Asset Management
New York
|
$200K
|
+$200K
|
+1,995
|
New
|
|
|
1014
|
Armor Investment Advisors
Raleigh,
North Carolina
|
$200K
|
–
|
–
|
–
|
|
|
1015
|
Cantor Fitzgerald Investment Advisors
New York
|
$200K
|
+$200K
|
+1,994
|
New
|
|
|
1016
|
Brown Brothers Harriman & Co
New York
|
$198K
|
+$181K
|
+1,800
|
+1,053%
|
|
|
1017
|
Delta Accumulation LLC
Sausalito,
California
|
$197K
|
–
|
–
|
–
|
|
|
1018
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$174K
|
–
|
–
|
–
|
|
|
1019
|
Timmons Wealth Management
Attleboro,
Massachusetts
|
$171K
|
+$171K
|
+1,700
|
New
|
|
|
1020
|
Cohalo Advisory
Snoqualmie,
Washington
|
$170K
|
-$904
|
-9
|
-0.5%
|
|
|
1021
|
Creative Financial Designs
Kokomo,
Indiana
|
$156K
|
+$47K
|
+468
|
+43%
|
|
|
1022
|
General Partner Inc
Pittsburgh,
Pennsylvania
|
$141K
|
–
|
–
|
–
|
|
|
1023
|
Ares Financial Consulting
Calabasas,
California
|
$140K
|
+$140K
|
+1,390
|
New
|
|
|
1024
|
William Blair & Company
Chicago,
Illinois
|
$139K
|
+$131K
|
+1,299
|
+1,604%
|
|
|
1025
|
Financial Management Professionals
Austin,
Texas
|
$136K
|
+$60.9K
|
+606
|
+81%
|
|
