|
1001
|
Cypress Asset Management
Houston,
Texas
|
$417K
|
-$10.4K
|
-148
|
-3%
|
|
|
1002
|
Cohen Klingenstein
New York
|
$416K
|
–
|
–
|
–
|
|
|
1003
|
BTR Capital Management
Oakland,
California
|
$413K
|
–
|
–
|
–
|
|
|
1004
|
Tradewinds Capital Management
Bellingham,
Washington
|
$407K
|
-$23.4M
|
-333,602
|
-98%
|
|
|
1005
|
Aries Wealth Management
Portland,
Maine
|
$407K
|
+$11.2K
|
+160
|
+3%
|
|
|
1006
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$406K
|
+$700
|
+10
|
+0.2%
|
|
|
1007
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$405K
|
-$10.4K
|
-148
|
-3%
|
|
|
1008
|
Legacy Wealth Management (Mississippi)
Ridgeland,
Mississippi
|
$405K
|
+$116K
|
+1,650
|
+43%
|
|
|
1009
|
Reilly Financial Advisors
La Mesa,
California
|
$403K
|
–
|
–
|
–
|
|
|
1010
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$402K
|
–
|
–
|
–
|
|
|
1011
|
Monetary Management Group
St Louis,
Missouri
|
$402K
|
+$17.5K
|
+250
|
+5%
|
|
|
1012
|
Allianz Asset Management
Munich,
Germany
|
$399K
|
-$224K
|
-3,200
|
-37%
|
|
|
1013
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$399K
|
+$132K
|
+1,880
|
+53%
|
|
|
1014
|
Goepper Burkhardt
Greenville,
South Carolina
|
$398K
|
–
|
–
|
–
|
|
|
1015
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$397K
|
-$33.6K
|
-480
|
-8%
|
|
|
1016
|
Insight Advisors
Newtown,
Pennsylvania
|
$394K
|
+$14.8K
|
+212
|
+4%
|
|
|
1017
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$391K
|
–
|
–
|
–
|
|
|
1018
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$388K
|
-$3.5K
|
-50
|
-0.9%
|
|
|
1019
|
Welch Group
Birmingham,
Alabama
|
$388K
|
+$36K
|
+514
|
+11%
|
|
|
1020
|
Aviance Capital Partners
Naples,
Florida
|
$387K
|
-$68.1K
|
-972
|
-16%
|
|
|
1021
|
Fusion Capital
Mt. Pleasant,
South Carolina
|
$387K
|
-$41.9K
|
-598
|
-10%
|
|
|
1022
|
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
$387K
|
–
|
–
|
–
|
|
|
1023
|
Asset Management Corp
Northbrook,
Illinois
|
$384K
|
–
|
–
|
–
|
|
|
1024
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$382K
|
-$38.5K
|
-550
|
-10%
|
|
|
1025
|
Windsor Wealth Management
Indianapolis,
Indiana
|
$381K
|
-$276K
|
-3,944
|
-43%
|
|
