|
1001
|
Planning Directions
Glen Mills,
Pennsylvania
|
$232K
|
-$295K
|
-3,627
|
-56%
|
|
|
1002
|
Baskin Financial Services
Toronto,
Ontario, Canada
|
$231K
|
-$108K
|
-1,330
|
-32%
|
|
|
1003
|
Stevens Capital Partners
Omaha,
Nebraska
|
$231K
|
+$226K
|
+2,776
|
New
|
|
|
1004
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$230K
|
-$1.87K
|
-23
|
-0.8%
|
|
|
1005
|
Argentarii
Cincinnati,
Ohio
|
$227K
|
+$222K
|
+2,733
|
New
|
|
|
1006
|
WealthShield Partners
Cary,
North Carolina
|
$226K
|
+$2.27K
|
+28
|
+1%
|
|
|
1007
|
NorthLanding Financial Partners
Rochester,
New York
|
$224K
|
+$2.52K
|
+31
|
+1%
|
|
|
1008
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$222K
|
+$185K
|
+2,277
|
+568%
|
|
|
1009
|
Sunburst Financial Group
Vestavia Hills,
Alabama
|
$220K
|
+$650
|
+8
|
+0.3%
|
|
|
1010
|
Security Financial Services
Fort Wayne,
Indiana
|
$219K
|
–
|
–
|
–
|
|
|
1011
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$218K
|
+$1.46K
|
+18
|
+0.7%
|
|
|
1012
|
Smith Anglin Financial
Dallas,
Texas
|
$217K
|
-$142K
|
-1,745
|
-40%
|
|
|
1013
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$217K
|
+$212K
|
+2,614
|
New
|
|
|
1014
|
Ninety One (UK)
London,
United Kingdom
|
$216K
|
–
|
–
|
–
|
|
|
1015
|
Citizens Business Bank
Ontario,
California
|
$216K
|
+$212K
|
+2,609
|
New
|
|
|
1016
|
Mendel Capital Management
Little Rock,
Arkansas
|
$216K
|
–
|
–
|
–
|
|
|
1017
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$215K
|
–
|
–
|
–
|
|
|
1018
|
TigerOak Management
Albuquerque,
New Mexico
|
$214K
|
–
|
–
|
–
|
|
|
1019
|
Elios Financial Group
Westlake,
Ohio
|
$210K
|
+$2.19K
|
+27
|
+1%
|
|
|
1020
|
Whitaker-Myers Wealth Managers
Mansfield,
Ohio
|
$210K
|
-$20.9K
|
-257
|
-9%
|
|
|
1021
|
Advisor OS
Chicago,
Illinois
|
$209K
|
-$140K
|
-1,718
|
-41%
|
|
|
1022
|
ProVise Management Group
Clearwater,
Florida
|
$208K
|
+$81
|
+1
|
+0%
|
|
|
1023
|
Vision Financial Markets
Stamford,
Connecticut
|
$207K
|
-$894
|
-11
|
-0.4%
|
|
|
1024
|
Good Life Advisors
Reading,
Pennsylvania
|
$206K
|
-$380K
|
-4,682
|
-65%
|
|
|
1025
|
Valley Forge Investment Consultants
Audubon,
Pennsylvania
|
$206K
|
+$2.36K
|
+29
|
+1%
|
|
