|
1001
|
WhitTier Trust Company
Reno,
Nevada
|
$339K
|
-$29K
|
-686
|
-8%
|
|
|
1002
|
Romano Brothers & Co
Evanston,
Illinois
|
$337K
|
+$85
|
+2
|
+0%
|
|
|
1003
|
Sequent Planning
Omaha,
Nebraska
|
$337K
|
+$327K
|
+7,724
|
New
|
|
|
1004
|
VisionPoint Advisory Group
Dallas,
Texas
|
$336K
|
-$316K
|
-7,468
|
-49%
|
|
|
1005
|
Iams Wealth Management
Omaha,
Nebraska
|
$335K
|
+$26.5K
|
+626
|
+9%
|
|
|
1006
|
HUB Investment Partners
Austin,
Texas
|
$334K
|
+$23K
|
+544
|
+8%
|
|
|
1007
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$334K
|
+$28.6K
|
+676
|
+10%
|
|
|
1008
|
Discovery Capital Management
South Norwalk,
Connecticut
|
$333K
|
-$15.7K
|
-370
|
-5%
|
|
|
1009
|
Rockingstone Advisors
Great Barrington,
Massachusetts
|
$333K
|
-$2.96K
|
-70
|
-0.9%
|
|
|
1010
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$332K
|
+$45.6K
|
+1,078
|
+17%
|
|
|
1011
|
Endeavor Private Wealth
Topeka,
Kansas
|
$331K
|
-$5.75K
|
-136
|
-2%
|
|
|
1012
|
Howard Capital Management Group
Los Angeles,
California
|
$329K
|
-$85.9K
|
-2,030
|
-21%
|
|
|
1013
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
$328K
|
+$71.2K
|
+1,684
|
+29%
|
|
|
1014
|
SteelPeak Wealth
Woodland Hills,
California
|
$327K
|
-$6.59M
|
-155,838
|
-95%
|
|
|
1015
|
Verity & Verity
Beaufort,
South Carolina
|
$327K
|
-$8.04K
|
-190
|
-2%
|
|
|
1016
|
Donaldson Capital Management
Evansville,
Indiana
|
$326K
|
–
|
–
|
–
|
|
|
1017
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$325K
|
-$9.98K
|
-236
|
-3%
|
|
|
1018
|
Cascades Capital Asset Management
Greensboro,
North Carolina
|
$325K
|
+$44.4K
|
+1,050
|
+16%
|
|
|
1019
|
Magnolia Capital Management
Cold Spring,
New York
|
$324K
|
–
|
–
|
–
|
|
|
1020
|
Ehrlich Financial Group
Laguna Niguel,
California
|
$321K
|
+$104K
|
+2,466
|
+50%
|
|
|
1021
|
NWF Advisory Services
Los Angeles,
California
|
$321K
|
+$44.3K
|
+1,048
|
+17%
|
|
|
1022
|
Westside Investment Management
Santa Monica,
California
|
$320K
|
–
|
–
|
–
|
|
|
1023
|
United Advisor Group
Cincinnati,
Ohio
|
$317K
|
-$62.8K
|
-1,484
|
-17%
|
|
|
1024
|
Coordinated Financial Services
Denver,
Colorado
|
$317K
|
+$73K
|
+1,726
|
+31%
|
|
|
1025
|
Financial Engines Advisors
Santa Clara,
California
|
$317K
|
+$931
|
+22
|
+0.3%
|
|
