|
3001
|
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
$9.07M
|
-$100K
|
-374
|
-1%
|
|
|
3002
|
Resurgent Financial Advisors
Atlanta,
Georgia
|
$9.05M
|
-$1.1M
|
-4,096
|
-11%
|
|
|
3003
|
Curated Wealth Partners
El Segundo,
California
|
$9.03M
|
-$3.09M
|
-11,527
|
-26%
|
|
|
3004
|
Essex LLC
Deer Park,
Illinois
|
$9.02M
|
-$169K
|
-628
|
-2%
|
|
|
3005
|
Noesis Capital Mangement
Boca Raton,
Florida
|
$9.02M
|
-$76.2K
|
-284
|
-0.8%
|
|
|
3006
|
Meridian Financial Partners
Warrenton,
Virginia
|
$9.02M
|
+$440K
|
+1,639
|
+5%
|
|
|
3007
|
Choice Wealth Advisors
Waterville,
Maine
|
$8.98M
|
-$192K
|
-716
|
-2%
|
|
|
3008
|
TritonPoint Partners
Chevy Chase,
Maryland
|
$8.98M
|
+$8.87M
|
+33,033
|
New
|
|
|
3009
|
Aspire Private Capital
Cornelius,
North Carolina
|
$8.97M
|
+$210K
|
+782
|
+2%
|
|
|
3010
|
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
|
$8.94M
|
-$106K
|
-394
|
-1%
|
|
|
3011
|
Pitcairn Wealth Advisors
Conshohocken,
Pennsylvania
|
$8.94M
|
+$8.82M
|
+32,868
|
New
|
|
|
3012
|
Berman McAleer
Timonium,
Maryland
|
$8.93M
|
-$499K
|
-1,857
|
-5%
|
|
|
3013
|
Harbour Investment Management
Edmonds,
Washington
|
$8.9M
|
-$3.35M
|
-12,473
|
-28%
|
|
|
3014
|
Rovin Capital
Mesa,
Arizona
|
$8.9M
|
-$259K
|
-966
|
-3%
|
|
|
3015
|
Brio Consultants
San Francisco,
California
|
$8.89M
|
-$84.8K
|
-316
|
-1%
|
|
|
3016
|
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
|
$8.88M
|
-$177K
|
-660
|
-2%
|
|
|
3017
|
JBR Co Financial Management
Ardmore,
Oklahoma
|
$8.88M
|
-$201K
|
-749
|
-2%
|
|
|
3018
|
Cheviot Value Management
Beverly Hills,
California
|
$8.88M
|
-$536K
|
-1,997
|
-5%
|
|
|
3019
|
Bank of Jackson Hole Trust
Jackson,
Wyoming
|
$8.87M
|
+$15K
|
+56
|
+0.2%
|
|
|
3020
|
Blue Square Asset Management
New York
|
$8.87M
|
+$1.16M
|
+4,338
|
+15%
|
|
|
3021
|
Aft Forsyth & Sober
Valrico,
Florida
|
$8.86M
|
–
|
–
|
–
|
|
|
3022
|
Jericho Financial
Westerville,
Ohio
|
$8.85M
|
-$22.6K
|
-84
|
-0.3%
|
|
|
3023
|
|
$8.85M
|
+$674K
|
+2,510
|
+8%
|
|
|
3024
|
Ponta Wealth Partners
Winter Park,
Florida
|
$8.85M
|
+$8.74M
|
+32,556
|
New
|
|
|
3025
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$8.84M
|
-$342K
|
-1,273
|
-4%
|
|
