|
1001
|
tru Independence
Portland,
Oregon
|
$653K
|
+$2.32K
|
+16
|
+0.4%
|
|
|
1002
|
American National Bank & Trust
Wichita Falls,
Texas
|
$652K
|
-$10K
|
-69
|
-2%
|
|
|
1003
|
Gilliland Jeter Wealth Management
Little Rock,
Arkansas
|
$650K
|
+$11.2K
|
+77
|
+2%
|
|
|
1004
|
Clay Northam Wealth Management
Huntington Beach,
California
|
$649K
|
–
|
–
|
–
|
|
|
1005
|
Fort Point Capital Partners
San Francisco,
California
|
$648K
|
-$29.1K
|
-200
|
-4%
|
|
|
1006
|
Eastern Bank
Boston,
Massachusetts
|
$647K
|
-$343K
|
-2,361
|
-35%
|
|
|
1007
|
Intellectus Partners
San Francisco,
California
|
$645K
|
-$50.8K
|
-350
|
-7%
|
|
|
1008
|
Legacy Capital Group California
Los Gatos,
California
|
$644K
|
+$287K
|
+1,975
|
+81%
|
|
|
1009
|
Chicago Wealth Management
Chicago,
Illinois
|
$644K
|
-$8.57K
|
-59
|
-1%
|
|
|
1010
|
Acorn Financial Advisory Services
Reston,
Virginia
|
$642K
|
+$63.8K
|
+439
|
+11%
|
|
|
1011
|
Strategic Advisors
New York
|
$641K
|
-$112K
|
-774
|
-15%
|
|
|
1012
|
SSA Swiss Advisors
Zurich,
|
$635K
|
+$633K
|
+4,354
|
New
|
|
|
1013
|
FLC Capital Advisors
Palm Desert,
California
|
$634K
|
–
|
–
|
–
|
|
|
1014
|
Total Wealth Planning & Management
Ponte Vedra Beach,
Florida
|
$633K
|
+$260K
|
+1,788
|
+70%
|
|
|
1015
|
Noesis Capital Mangement
Boca Raton,
Florida
|
$628K
|
-$21.1K
|
-145
|
-3%
|
|
|
1016
|
Verition Fund Management
Greenwich,
Connecticut
|
$626K
|
+$166K
|
+1,144
|
+36%
|
|
|
1017
|
Shufro Rose & Co
New York
|
$624K
|
–
|
–
|
–
|
|
|
1018
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$619K
|
+$872
|
+6
|
+0.1%
|
|
|
1019
|
Bradley Foster & Sargent
Hartford,
Connecticut
|
$619K
|
-$24K
|
-165
|
-4%
|
|
|
1020
|
San Luis Wealth Advisors
San Luis Obispo,
California
|
$617K
|
-$4.36K
|
-30
|
-0.7%
|
|
|
1021
|
United Advisor Group
Cincinnati,
Ohio
|
$615K
|
+$146K
|
+1,003
|
+31%
|
|
|
1022
|
Geometric Wealth Advisors
Washington,
District of Columbia
|
$614K
|
+$213K
|
+1,463
|
+53%
|
|
|
1023
|
Grant Street Asset Management
Canonsburg,
Pennsylvania
|
$614K
|
-$97.9K
|
-674
|
-14%
|
|
|
1024
|
Granite Bay Wealth Management
Portsmouth,
New Hampshire
|
$612K
|
–
|
–
|
–
|
|
|
1025
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$609K
|
-$166K
|
-1,140
|
-21%
|
|
