|
1001
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$260K
|
–
|
–
|
–
|
|
|
1002
|
Valeo Financial Advisors
Carmel,
Indiana
|
$260K
|
-$75.3K
|
-1,878
|
-23%
|
|
|
1003
|
Institute for Wealth Management
Denver,
Colorado
|
$259K
|
+$4.45K
|
+111
|
+2%
|
|
|
1004
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$259K
|
+$244K
|
+6,094
|
New
|
|
|
1005
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$259K
|
+$244K
|
+6,089
|
New
|
|
|
1006
|
Spire Wealth Management
Mclean,
Virginia
|
$252K
|
+$78.1K
|
+1,948
|
+49%
|
|
|
1007
|
Jacobsen Capital Management
Salt Lake City,
Utah
|
$251K
|
+$842
|
+21
|
+0.4%
|
|
|
1008
|
Richardson Financial Services
Medway,
Massachusetts
|
$251K
|
-$55.8K
|
-1,391
|
-19%
|
|
|
1009
|
Paradigm Asset Management
New York
|
$251K
|
+$237K
|
+5,900
|
New
|
|
|
1010
|
Proficio Capital Partners
Newton,
Massachusetts
|
$250K
|
-$3.05K
|
-76
|
-1%
|
|
|
1011
|
Hamilton Capital
Columbus,
Ohio
|
$250K
|
-$521
|
-13
|
-0.2%
|
|
|
1012
|
PDS Planning
Dublin,
Ohio
|
$250K
|
+$4.29K
|
+107
|
+2%
|
|
|
1013
|
Childress Capital Advisors
Houston,
Texas
|
$247K
|
-$5.82K
|
-145
|
-2%
|
|
|
1014
|
L.M. Kohn & Company
Cincinnati,
Ohio
|
$247K
|
-$12K
|
-299
|
-5%
|
|
|
1015
|
Fisher Asset Management
Camas,
Washington
|
$247K
|
+$233K
|
+5,802
|
New
|
|
|
1016
|
Berry Wealth Group
Granbury,
Texas
|
$246K
|
+$233K
|
+5,797
|
New
|
|
|
1017
|
Eads & Heald Wealth Management
Atlanta,
Georgia
|
$246K
|
-$17.2K
|
-430
|
-7%
|
|
|
1018
|
Personal CFO Solutions
Chester,
New Jersey
|
$246K
|
+$9.99K
|
+249
|
+4%
|
|
|
1019
|
IVC Wealth Advisors
Silverdale,
Pennsylvania
|
$243K
|
+$21.7K
|
+541
|
+10%
|
|
|
1020
|
Alpha Family Trust
Los Angeles,
California
|
$243K
|
–
|
–
|
–
|
|
|
1021
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$242K
|
-$57.4K
|
-1,431
|
-20%
|
|
|
1022
|
Intrua Financial
Houston,
Texas
|
$241K
|
-$56.5K
|
-1,408
|
-20%
|
|
|
1023
|
Vantage Consulting Group
Virginia Beach,
Virginia
|
$240K
|
-$37.5K
|
-936
|
-14%
|
|
|
1024
|
Emprise Bank
Wichita,
Kansas
|
$240K
|
-$31.4K
|
-784
|
-12%
|
|
|
1025
|
Townsend & Associates
Westminster,
Colorado
|
$236K
|
-$17.9K
|
-445
|
-7%
|
|
