|
1001
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$1.2M
|
+$80.5K
|
+823
|
+7%
|
|
|
1002
|
SteelPeak Wealth
Woodland Hills,
California
|
$1.2M
|
-$4.06M
|
-41,534
|
-77%
|
|
|
1003
|
V2 Financial group
Naperville,
Illinois
|
$1.19M
|
-$35.2K
|
-360
|
-3%
|
|
|
1004
|
MidWestOne Financial Group
Iowa City,
Iowa
|
$1.19M
|
+$73.2K
|
+748
|
+7%
|
|
|
1005
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$1.19M
|
-$336K
|
-3,436
|
-22%
|
|
|
1006
|
Evernest Financial Advisors
Carmel,
Indiana
|
$1.19M
|
+$273K
|
+2,791
|
+29%
|
|
|
1007
|
Schiavi & Co
Wilmington,
Delaware
|
$1.18M
|
-$961K
|
-9,821
|
-45%
|
|
|
1008
|
LongView Wealth Management
Atlanta,
Georgia
|
$1.18M
|
+$12.1K
|
+124
|
+1%
|
|
|
1009
|
Ingalls & Snyder LLC
New York
|
$1.18M
|
–
|
–
|
–
|
|
|
1010
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$1.18M
|
-$3.03K
|
-31
|
-0.3%
|
|
|
1011
|
Sepio Capital
Salt Lake City,
Utah
|
$1.17M
|
-$173K
|
-1,763
|
-13%
|
|
|
1012
|
William Howard & Co Financial Advisors
Memphis,
Tennessee
|
$1.17M
|
+$1.17M
|
+11,939
|
New
|
|
|
1013
|
Affinity Investment Advisors
Newport Beach,
California
|
$1.16M
|
–
|
–
|
–
|
|
|
1014
|
Capital Investment Advisors
Atlanta,
Georgia
|
$1.16M
|
-$117K
|
-1,198
|
-9%
|
|
|
1015
|
Phillips Wealth Planners
Starkville,
Mississippi
|
$1.15M
|
+$27.8K
|
+284
|
+2%
|
|
|
1016
|
Twin Peaks Wealth Advisors
Burlingame,
California
|
$1.15M
|
+$423K
|
+4,321
|
+58%
|
|
|
1017
|
WNY Asset Management
Williamsville,
New York
|
$1.15M
|
+$219K
|
+2,239
|
+24%
|
|
|
1018
|
Lindbrook Capital
Calabasas,
California
|
$1.14M
|
+$1.11M
|
+11,376
|
+4,862%
|
|
|
1019
|
Mayflower Financial Advisors
Boston,
Massachusetts
|
$1.13M
|
-$55.3K
|
-565
|
-5%
|
|
|
1020
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$1.13M
|
-$2.73M
|
-27,893
|
-71%
|
|
|
1021
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$1.13M
|
-$216K
|
-2,211
|
-16%
|
|
|
1022
|
Resurgent Financial Advisors
Atlanta,
Georgia
|
$1.13M
|
-$206K
|
-2,101
|
-15%
|
|
|
1023
|
Forza Wealth Management
Sarasota,
Florida
|
$1.12M
|
+$39.1K
|
+400
|
+4%
|
|
|
1024
|
Avior Wealth Management
Omaha,
Nebraska
|
$1.12M
|
+$552K
|
+5,638
|
+96%
|
|
|
1025
|
Central Pacific Bank - Trust Division
Honolulu,
Hawaii
|
$1.12M
|
+$1.13M
|
+11,541
|
New
|
|
