|
1001
|
CVA Family Office
Denver,
Colorado
|
$891K
|
+$482K
|
+4,214
|
+117%
|
|
|
1002
|
Claro Advisors
Boston,
Massachusetts
|
$889K
|
+$534K
|
+4,668
|
+149%
|
|
|
1003
|
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
|
$886K
|
-$932K
|
-8,149
|
Closed
|
|
|
1004
|
Investment Advisory Group
Hanover,
Massachusetts
|
$886K
|
+$927K
|
+8,102
|
New
|
|
|
1005
|
Parcion Private Wealth
Bellevue,
Washington
|
$884K
|
-$7.55K
|
-66
|
-0.8%
|
|
|
1006
|
Firestone Capital Management
Coral Gables,
Florida
|
$880K
|
+$801
|
+7
|
+0.1%
|
|
|
1007
|
Anchor Capital Advisors
Boston,
Massachusetts
|
$878K
|
-$1.63M
|
-14,205
|
-65%
|
|
|
1008
|
Taylor & Morgan Wealth Management
Flint,
Michigan
|
$866K
|
+$868K
|
+7,590
|
New
|
|
|
1009
|
First United Bank & Trust
Oakland,
Maryland
|
$863K
|
-$8.58K
|
-75
|
-1%
|
|
|
1010
|
Reilly Financial Advisors
La Mesa,
California
|
$861K
|
+$151K
|
+1,323
|
+21%
|
|
|
1011
|
Strategies Wealth Advisors
Grand Rapids,
Michigan
|
$860K
|
+$862K
|
+7,538
|
New
|
|
|
1012
|
Alera Investment Advisors
Deerfield,
Illinois
|
$857K
|
-$197K
|
-1,722
|
-19%
|
|
|
1013
|
JT Stratford LLC
Gainesville,
Georgia
|
$857K
|
+$20.4K
|
+178
|
+2%
|
|
|
1014
|
CIBC Asset Management
Toronto,
Ontario, Canada
|
$844K
|
-$1.31M
|
-11,430
|
-61%
|
|
|
1015
|
Retirement Group
San Diego,
California
|
$839K
|
+$557K
|
+4,871
|
+196%
|
|
|
1016
|
Cadent Capital Advisors
Tulsa,
Oklahoma
|
$833K
|
-$47.6K
|
-416
|
-5%
|
|
|
1017
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$829K
|
-$34.4K
|
-301
|
-4%
|
|
|
1018
|
StrongBox Wealth
Lee's Summit,
Missouri
|
$827K
|
-$553K
|
-4,835
|
-40%
|
|
|
1019
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$826K
|
-$14.9K
|
-130
|
-2%
|
|
|
1020
|
Nottingham Advisors
Amherst,
New York
|
$825K
|
–
|
–
|
–
|
|
|
1021
|
1900 Wealth Management
San Antonio,
Texas
|
$819K
|
-$132K
|
-1,150
|
-14%
|
|
|
1022
|
Argus Investors Counsel
New York
|
$812K
|
-$20.6K
|
-180
|
-2%
|
|
|
1023
|
Western Wealth Management
Golden,
Colorado
|
$811K
|
+$813K
|
+7,104
|
New
|
|
|
1024
|
Stillwater Capital Advisors
Devon,
Pennsylvania
|
$799K
|
+$68.1K
|
+595
|
+9%
|
|
|
1025
|
Stockman Wealth Management
Billings,
Montana
|
$794K
|
+$42.3K
|
+370
|
+6%
|
|
