|
1001
|
Mission Wealth Management
Santa Barbara,
California
|
$666K
|
-$187K
|
-3,508
|
-22%
|
|
|
1002
|
Old North State Trust
Greensboro,
North Carolina
|
$666K
|
+$132K
|
+2,480
|
+24%
|
|
|
1003
|
San Luis Wealth Advisors
San Luis Obispo,
California
|
$664K
|
+$670K
|
+12,592
|
New
|
|
|
1004
|
Brown Brothers Harriman & Co
New York
|
$662K
|
+$91.3K
|
+1,716
|
+16%
|
|
|
1005
|
SignatureFD
Atlanta,
Georgia
|
$662K
|
-$87.9K
|
-1,652
|
-12%
|
|
|
1006
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$660K
|
-$5.75K
|
-108
|
-0.9%
|
|
|
1007
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$659K
|
–
|
–
|
–
|
|
|
1008
|
Beaumont Asset Management
Beaumont,
Texas
|
$647K
|
+$143K
|
+2,688
|
+28%
|
|
|
1009
|
Summit Investment Advisory Services
Roseville,
Minnesota
|
$646K
|
+$638
|
+12
|
+0.1%
|
|
|
1010
|
Tranquility Partners
Brentwood,
Tennessee
|
$646K
|
+$1.06K
|
+20
|
+0.2%
|
|
|
1011
|
Warwick Investment Management
Bryan,
Texas
|
$646K
|
+$96.2K
|
+1,808
|
+17%
|
|
|
1012
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$645K
|
–
|
–
|
–
|
|
|
1013
|
Cambridge Trust
Cambridge,
Massachusetts
|
$643K
|
–
|
–
|
–
|
|
|
1014
|
Garrison Point Advisors
Walnut Creek,
California
|
$639K
|
+$106K
|
+1,996
|
+20%
|
|
|
1015
|
Riverstone Advisors
New Braunfels,
Texas
|
$639K
|
+$96.8K
|
+1,820
|
+18%
|
|
|
1016
|
CIBC World Market
Toronto,
Ontario, Canada
|
$637K
|
-$9.15K
|
-172
|
-1%
|
|
|
1017
|
Sonata Capital Group
Seattle,
Washington
|
$637K
|
–
|
–
|
–
|
|
|
1018
|
Stokes Family Office
New Orleans,
Louisiana
|
$632K
|
+$120K
|
+2,264
|
+23%
|
|
|
1019
|
Fullen Financial Group
Columbus,
Ohio
|
$631K
|
+$2.34K
|
+44
|
+0.4%
|
|
|
1020
|
Sheaff Brock Investment Advisors
Indianapolis,
Indiana
|
$631K
|
-$9.79K
|
-184
|
-2%
|
|
|
1021
|
Paulson Wealth Management
Wheaton,
Illinois
|
$627K
|
+$43.6K
|
+820
|
+7%
|
|
|
1022
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$621K
|
-$77.7K
|
-1,460
|
-11%
|
|
|
1023
|
Collective Family Office
York,
Pennsylvania
|
$621K
|
+$3.83K
|
+72
|
+0.6%
|
|
|
1024
|
V Wealth Advisors
Overland Park,
Kansas
|
$606K
|
+$18.3K
|
+344
|
+3%
|
|
|
1025
|
Libra Wealth
Los Gatos,
California
|
$605K
|
–
|
–
|
–
|
|
