|
1001
|
Intelligence Driven Advisers
Carlsbad,
California
|
$982K
|
-$204K
|
-143
|
-25%
|
|
|
1002
|
Caliber Wealth Management (Kansas)
Overland Park,
Kansas
|
$982K
|
+$617K
|
+432
|
New
|
|
|
1003
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$973K
|
+$68.5K
|
+48
|
+13%
|
|
|
1004
|
Gilder Gagnon Howe & Co
New York
|
$973K
|
+$611K
|
+428
|
New
|
|
|
1005
|
Ponta Wealth Partners
Winter Park,
Florida
|
$969K
|
+$50K
|
+35
|
+9%
|
|
|
1006
|
Chokshi & Queen Wealth Advisors
San Diego,
California
|
$967K
|
+$607K
|
+425
|
New
|
|
|
1007
|
Skandinaviska Enskilda Banken (SEB)
Stockholm,
Sweden
|
$961K
|
+$604K
|
+423
|
New
|
|
|
1008
|
Purus Wealth Management
Newport Beach,
California
|
$960K
|
-$4.28K
|
-3
|
-0.7%
|
|
|
1009
|
CFM Wealth Partners
Austin,
Texas
|
$957K
|
+$601K
|
+421
|
New
|
|
|
1010
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
$953K
|
+$130K
|
+91
|
+28%
|
|
|
1011
|
Wick Capital Partners
Wayne,
Pennsylvania
|
$948K
|
+$595K
|
+417
|
New
|
|
|
1012
|
Institute for Wealth Management
Denver,
Colorado
|
$939K
|
+$22.8K
|
+16
|
+4%
|
|
|
1013
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$937K
|
+$588K
|
+412
|
New
|
|
|
1014
|
Klingman & Associates
New York
|
$935K
|
+$69.9K
|
+49
|
+14%
|
|
|
1015
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$932K
|
-$401K
|
-281
|
-41%
|
|
|
1016
|
ABN AMRO Investment Solutions
Paris Cedex 008,
|
$932K
|
+$585K
|
+410
|
New
|
|
|
1017
|
|
$928K
|
-$247K
|
-173
|
-30%
|
|
|
1018
|
Signal Advisors Wealth
Detroit,
Michigan
|
$925K
|
+$581K
|
+407
|
New
|
|
|
1019
|
Townsend Asset Management
Raleigh,
North Carolina
|
$921K
|
+$1.43K
|
+1
|
+0.2%
|
|
|
1020
|
OneFund LLC
Saint Petersburg,
Florida
|
$919K
|
-$2.85K
|
-2
|
-0.5%
|
|
|
1021
|
QTR Family Wealth
Lake Mary,
Florida
|
$912K
|
-$304K
|
-213
|
-35%
|
|
|
1022
|
Milestone Asset Management
Pittsburgh,
Pennsylvania
|
$909K
|
–
|
–
|
–
|
|
|
1023
|
Primecap Management
Pasadena,
California
|
$909K
|
–
|
–
|
–
|
|
|
1024
|
Webster Bank
Waterbury,
Connecticut
|
$909K
|
–
|
–
|
–
|
|
|
1025
|
Heartland Bank & Trust
Bloomington,
Illinois
|
$909K
|
+$571K
|
+400
|
New
|
|
