|
1001
|
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
|
$6.17M
|
-$123K
|
-1,859
|
-2%
|
|
|
1002
|
Schoolcraft Capital
Boulder,
Colorado
|
$6.16M
|
-$719K
|
-10,899
|
-10%
|
|
|
1003
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$6.16M
|
-$428K
|
-6,485
|
-6%
|
|
|
1004
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$6.15M
|
+$5.49M
|
+83,229
|
+651%
|
|
|
1005
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$6.15M
|
+$915K
|
+13,860
|
+17%
|
|
|
1006
|
Fiducient Advisors
Chicago,
Illinois
|
$6.13M
|
+$141K
|
+2,141
|
+2%
|
|
|
1007
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$6.13M
|
+$478K
|
+7,241
|
+8%
|
|
|
1008
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$6.12M
|
+$3.5M
|
+53,095
|
+125%
|
|
|
1009
|
Dynamic Wealth Strategies
Granite Bay,
California
|
$6.1M
|
+$392K
|
+5,946
|
+7%
|
|
|
1010
|
Mayflower Financial Advisors
Boston,
Massachusetts
|
$6.09M
|
-$341K
|
-5,164
|
-5%
|
|
|
1011
|
MorganRosel Wealth Management
Highlands Ranch,
Colorado
|
$6.09M
|
-$1.7M
|
-25,792
|
-21%
|
|
|
1012
|
Graetz Wealth
Jenison,
Michigan
|
$6.06M
|
+$724K
|
+10,968
|
+13%
|
|
|
1013
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$6.05M
|
-$27.5K
|
-416
|
-0.4%
|
|
|
1014
|
|
$6.05M
|
+$608K
|
+9,219
|
+11%
|
|
|
1015
|
DDFG Inc
Thousand Oaks,
California
|
$6.03M
|
-$56.2K
|
-851
|
-0.9%
|
|
|
1016
|
TD Private Client Wealth
New York
|
$6.03M
|
+$700K
|
+10,603
|
+13%
|
|
|
1017
|
Pacific Financial Group
Bellevue,
Washington
|
$6.01M
|
-$586K
|
-8,885
|
-9%
|
|
|
1018
|
Great Lakes Advisors
Chicago,
Illinois
|
$5.97M
|
-$102K
|
-1,539
|
-2%
|
|
|
1019
|
Alvarez & Marsal Private Wealth Partners
West Palm Beach,
Florida
|
$5.96M
|
–
|
–
|
–
|
|
|
1020
|
Financial Insights
Tacoma,
Washington
|
$5.94M
|
-$93.5K
|
-1,417
|
-2%
|
|
|
1021
|
Flywheel Private Wealth
Los Altos,
California
|
$5.94M
|
+$765K
|
+11,587
|
+14%
|
|
|
1022
|
Bakala Capital
Greenville,
South Carolina
|
$5.92M
|
+$10.5K
|
+159
|
+0.2%
|
|
|
1023
|
Symmetry Partners
Glastonbury,
Connecticut
|
$5.91M
|
-$507K
|
-7,683
|
-8%
|
|
|
1024
|
Canada Life
Winnipeg,
Manitoba, Canada
|
$5.9M
|
-$17.7M
|
-268,742
|
-75%
|
|
|
1025
|
Single Point Partners
Boston,
Massachusetts
|
$5.89M
|
+$32.5K
|
+493
|
+0.5%
|
|
