|
1001
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$253K
|
+$204K
|
+1,131
|
New
|
|
|
1002
|
Titleist Asset Management
San Antonio,
Texas
|
$253K
|
+$204K
|
+1,131
|
New
|
|
|
1003
|
Allred Capital Management
Dallas,
Texas
|
$252K
|
+$204K
|
+1,126
|
New
|
|
|
1004
|
|
$251K
|
+$203K
|
+1,122
|
New
|
|
|
1005
|
Everpar Advisors
Tulsa,
Oklahoma
|
$250K
|
+$202K
|
+1,118
|
New
|
|
|
1006
|
Liberty One Investment Management
Libertyville,
Illinois
|
$250K
|
-$36.9K
|
-204
|
-15%
|
|
|
1007
|
BOCHK Asset Management
Hong Kong
|
$248K
|
–
|
–
|
–
|
|
|
1008
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
$246K
|
+$199K
|
+1,099
|
New
|
|
|
1009
|
GeoWealth Management
Chicago,
Illinois
|
$245K
|
+$2.53K
|
+14
|
+1%
|
|
|
1010
|
Bordeaux Wealth Advisors
Menlo Park,
California
|
$241K
|
-$360K
|
-1,992
|
-65%
|
|
|
1011
|
Oak Harbor Wealth Partners
Raleigh,
North Carolina
|
$241K
|
-$122K
|
-675
|
-39%
|
|
|
1012
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$240K
|
+$194K
|
+1,072
|
New
|
|
|
1013
|
Clarity Wealth Advisors
San Jose,
California
|
$239K
|
+$193K
|
+1,070
|
New
|
|
|
1014
|
Verus Capital Partners
Scottsdale,
Arizona
|
$237K
|
+$192K
|
+1,061
|
New
|
|
|
1015
|
Sunpointe
St. Louis,
Missouri
|
$235K
|
+$190K
|
+1,050
|
New
|
|
|
1016
|
Carmel Capital Partners
San Diego,
California
|
$235K
|
+$190K
|
+1,050
|
New
|
|
|
1017
|
Ramirez Asset Management
New York
|
$235K
|
-$18.1K
|
-100
|
-9%
|
|
|
1018
|
Fourpath Capital Management
Oklahoma City,
Oklahoma
|
$235K
|
+$190K
|
+1,049
|
New
|
|
|
1019
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
$233K
|
+$188K
|
+1,042
|
New
|
|
|
1020
|
Canton Hathaway
Providence,
Rhode Island
|
$229K
|
+$185K
|
+1,025
|
New
|
|
|
1021
|
MASTERINVEST Kapitalanlage
Vienna,
|
$229K
|
+$185K
|
+1,023
|
New
|
|
|
1022
|
Fourth Dimension Wealth
Middleburg Heights,
Ohio
|
$228K
|
+$26.4K
|
+146
|
+17%
|
|
|
1023
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$227K
|
+$185K
|
+1,021
|
New
|
|
|
1024
|
Advisornet Financial
Minnetonka,
Minnesota
|
$227K
|
-$45K
|
-249
|
-20%
|
|
|
1025
|
Fairfield, Bush & Co
Darien,
Connecticut
|
$226K
|
+$183K
|
+1,010
|
New
|
|
