|
1001
|
Colton Groome Financial Advisors
Asheville,
North Carolina
|
$643K
|
+$427K
|
+3,629
|
+200%
|
|
|
1002
|
Latitude Advisors
Vero Beach,
Florida
|
$643K
|
+$641K
|
+5,443
|
New
|
|
|
1003
|
Cadence Bank NA
Houston,
Texas
|
$642K
|
+$55.8K
|
+474
|
+10%
|
|
|
1004
|
White Pine Capital
Bloomington,
Minnesota
|
$641K
|
–
|
–
|
–
|
|
|
1005
|
Symphony Financial
Houston,
Texas
|
$640K
|
+$236
|
+2
|
+0%
|
|
|
1006
|
SageGuard Financial Group
Goodlettsville,
Tennessee
|
$635K
|
+$638K
|
+5,414
|
New
|
|
|
1007
|
Delta Asset Management
Memphis,
Tennessee
|
$629K
|
-$42.5K
|
-361
|
-6%
|
|
|
1008
|
WC Walker & Associates
Fullerton,
California
|
$627K
|
+$638K
|
+5,413
|
New
|
|
|
1009
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$626K
|
+$624K
|
+5,296
|
New
|
|
|
1010
|
Sage Capital Advisors
Sioux Falls,
South Dakota
|
$626K
|
+$631K
|
+5,358
|
New
|
|
|
1011
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
$622K
|
-$34K
|
-289
|
-5%
|
|
|
1012
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$622K
|
+$64.6K
|
+548
|
+12%
|
|
|
1013
|
Evercore Wealth Management
New York
|
$620K
|
-$435K
|
-3,690
|
-41%
|
|
|
1014
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$620K
|
+$580K
|
+4,920
|
+1,509%
|
|
|
1015
|
Friedenthal Financial
Marlton,
New Jersey
|
$617K
|
+$27.6K
|
+234
|
+5%
|
|
|
1016
|
Continuum Advisory
Eagle,
Idaho
|
$612K
|
-$94.2K
|
-800
|
-13%
|
|
|
1017
|
JSF Financial
Los Angeles,
California
|
$612K
|
+$236
|
+2
|
+0%
|
|
|
1018
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$611K
|
-$1.89K
|
-16
|
-0.3%
|
|
|
1019
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$605K
|
-$74.8K
|
-635
|
-11%
|
|
|
1020
|
Old Port Advisors
Portland,
Maine
|
$604K
|
+$603K
|
+5,121
|
New
|
|
|
1021
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$603K
|
+$601K
|
+5,101
|
New
|
|
|
1022
|
IPG Investment Advisors
San Diego,
California
|
$601K
|
+$359K
|
+3,049
|
+150%
|
|
|
1023
|
Insight Wealth Strategies
San Ramon,
California
|
$598K
|
-$13.3K
|
-113
|
-2%
|
|
|
1024
|
Mirador Capital Partners
Pleasanton,
California
|
$594K
|
-$82.2K
|
-698
|
-12%
|
|
|
1025
|
Claret Asset Management
Montreal,
Quebec, Canada
|
$591K
|
–
|
–
|
–
|
|
