|
1001
|
Level Four Advisory Services
Dallas,
Texas
|
$641K
|
+$34.8K
|
+684
|
+6%
|
|
|
1002
|
Geneos Wealth Management
Englewood,
Colorado
|
$639K
|
+$19.2K
|
+376
|
+3%
|
|
|
1003
|
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
|
$638K
|
-$125K
|
-2,452
|
-16%
|
|
|
1004
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$636K
|
-$19.8K
|
-388
|
-3%
|
|
|
1005
|
Realta Investment Advisors
Wilmington,
Delaware
|
$633K
|
+$38.1K
|
+748
|
+6%
|
|
|
1006
|
CIBC World Market
Toronto,
Ontario, Canada
|
$624K
|
+$61.1K
|
+1,200
|
+11%
|
|
|
1007
|
Summit Investment Advisory Services
Roseville,
Minnesota
|
$624K
|
+$623K
|
+12,240
|
New
|
|
|
1008
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$623K
|
-$1.02K
|
-20
|
-0.2%
|
|
|
1009
|
Tranquility Partners
Brentwood,
Tennessee
|
$623K
|
+$66.6K
|
+1,308
|
+12%
|
|
|
1010
|
Cambridge Trust
Cambridge,
Massachusetts
|
$621K
|
-$465K
|
-9,132
|
-43%
|
|
|
1011
|
Newman & Schimel
Deerfield,
Illinois
|
$619K
|
-$80.7K
|
-1,584
|
-12%
|
|
|
1012
|
Sheaff Brock Investment Advisors
Indianapolis,
Indiana
|
$619K
|
-$13.4K
|
-264
|
-2%
|
|
|
1013
|
Sonata Capital Group
Seattle,
Washington
|
$616K
|
–
|
–
|
–
|
|
|
1014
|
Fermata Advisors
Sonoma,
California
|
$614K
|
-$1.03M
|
-20,132
|
-63%
|
|
|
1015
|
Valeo Financial Advisors
Carmel,
Indiana
|
$605K
|
+$10.8K
|
+212
|
+2%
|
|
|
1016
|
Copeland Capital Management
Conshohocken,
Pennsylvania
|
$599K
|
+$599K
|
+11,760
|
New
|
|
|
1017
|
Collective Family Office
York,
Pennsylvania
|
$596K
|
-$449K
|
-8,812
|
-43%
|
|
|
1018
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
$595K
|
-$57K
|
-1,120
|
-9%
|
|
|
1019
|
Westshore Wealth
Newport Beach,
California
|
$594K
|
+$103K
|
+2,016
|
+21%
|
|
|
1020
|
Libra Wealth
Los Gatos,
California
|
$584K
|
–
|
–
|
–
|
|
|
1021
|
Certuity
North Palm Beach,
Florida
|
$583K
|
–
|
–
|
–
|
|
|
1022
|
DB Wealth Management Group
San Diego,
California
|
$582K
|
-$132K
|
-2,592
|
-18%
|
|
|
1023
|
DF Dent & Co
Baltimore,
Maryland
|
$580K
|
-$44.2K
|
-868
|
-7%
|
|
|
1024
|
Bard Financial Services
Branford,
Connecticut
|
$579K
|
–
|
–
|
–
|
|
|
1025
|
Bowman & Company
Oshkosh,
Wisconsin
|
$578K
|
+$246K
|
+4,828
|
+74%
|
|
