|
1001
|
Bank Pictet & Cie (Asia)
Singapore
|
$6.37M
|
+$1.09M
|
+2,404
|
+23%
|
|
|
1002
|
Massachusetts Financial Services
Boston,
Massachusetts
|
$6.35M
|
-$1.24M
|
-2,746
|
-18%
|
|
|
1003
|
J.W. Coons Advisors
Columbus,
Ohio
|
$6.34M
|
-$62.9K
|
-139
|
-1%
|
|
|
1004
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$6.33M
|
+$3.07M
|
+6,776
|
+116%
|
|
|
1005
|
Community Bank & Trust (Waco, Texas)
Waco,
Texas
|
$6.33M
|
+$147K
|
+325
|
+3%
|
|
|
1006
|
Geneos Wealth Management
Englewood,
Colorado
|
$6.33M
|
+$406K
|
+898
|
+8%
|
|
|
1007
|
Wolf Group Capital Advisors
Fairfax,
Virginia
|
$6.33M
|
+$3.82M
|
+8,436
|
+203%
|
|
|
1008
|
Asset Dedication LLC
San Francisco,
California
|
$6.32M
|
+$422K
|
+933
|
+8%
|
|
|
1009
|
High Note Wealth
Deephaven,
Minnesota
|
$6.32M
|
-$303K
|
-669
|
-5%
|
|
|
1010
|
CX Institutional
Auburn,
Indiana
|
$6.25M
|
+$478K
|
+1,057
|
+9%
|
|
|
1011
|
Tradition Wealth Management
Edina,
Minnesota
|
$6.24M
|
+$35.8K
|
+79
|
+0.6%
|
|
|
1012
|
Trivium Point Advisory
Westport,
Connecticut
|
$6.24M
|
+$41.6K
|
+92
|
+0.7%
|
|
|
1013
|
Boston Financial Management
Boston,
Massachusetts
|
$6.24M
|
-$718K
|
-1,586
|
-11%
|
|
|
1014
|
Jasper Ridge Partners
Menlo Park,
California
|
$6.23M
|
–
|
–
|
–
|
|
|
1015
|
Mizuho Securities USA
New York
|
$6.21M
|
-$439K
|
-969
|
-7%
|
|
|
1016
|
Hohimer Wealth Management
Seattle,
Washington
|
$6.19M
|
-$308K
|
-681
|
-5%
|
|
|
1017
|
Venture Visionary Partners
Sylvania,
Ohio
|
$6.19M
|
+$199K
|
+439
|
+4%
|
|
|
1018
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$6.17M
|
-$17.2K
|
-38
|
-0.3%
|
|
|
1019
|
Optimum Investment Advisors
Chicago,
Illinois
|
$6.17M
|
+$95.1K
|
+210
|
+2%
|
|
|
1020
|
Wealthspire Advisors (New York)
New York
|
$6.17M
|
-$375K
|
-828
|
-6%
|
|
|
1021
|
Keeler Thomas Management
Orem,
Utah
|
$6.17M
|
+$49.8K
|
+110
|
+0.9%
|
|
|
1022
|
Quantinno Capital Management
New York
|
$6.16M
|
+$5.55M
|
+12,262
|
New
|
|
|
1023
|
West Family Investments
Carlsbad,
California
|
$6.14M
|
-$162K
|
-357
|
-3%
|
|
|
1024
|
Dividend Assets Capital
Ridgeland,
South Carolina
|
$6.12M
|
+$723K
|
+1,598
|
+15%
|
|
|
1025
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$6.12M
|
+$103K
|
+228
|
+2%
|
|
