|
1001
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$333K
|
+$313K
|
+4,125
|
New
|
|
|
1002
|
Marietta Wealth Management
Marietta,
Georgia
|
$331K
|
-$896K
|
-11,800
|
-74%
|
|
|
1003
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$331K
|
-$91.1K
|
-1,200
|
-23%
|
|
|
1004
|
Moseley Investment Management
Bradenton,
Florida
|
$331K
|
-$15.2K
|
-200
|
-5%
|
|
|
1005
|
Avitas Wealth Management
Los Angeles,
California
|
$331K
|
+$1.9K
|
+25
|
+0.6%
|
|
|
1006
|
Certuity
North Palm Beach,
Florida
|
$328K
|
+$3.8K
|
+50
|
+1%
|
|
|
1007
|
Fagan Associates
Troy,
New York
|
$326K
|
–
|
–
|
–
|
|
|
1008
|
Palisade Capital Management
Fort Lee,
New Jersey
|
$322K
|
-$38K
|
-500
|
-11%
|
|
|
1009
|
Focus Financial Network
Minneapolis,
Minnesota
|
$320K
|
-$49.4K
|
-650
|
-14%
|
|
|
1010
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$320K
|
+$101K
|
+1,325
|
+50%
|
|
|
1011
|
Alpha Paradigm Partners
Chicago,
Illinois
|
$320K
|
–
|
–
|
–
|
|
|
1012
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
$320K
|
+$302K
|
+3,975
|
New
|
|
|
1013
|
Mather Group
Chicago,
Illinois
|
$316K
|
-$28.5K
|
-375
|
-9%
|
|
|
1014
|
Alliance Wealth Advisors (Pennsylvania)
Scranton,
Pennsylvania
|
$316K
|
–
|
–
|
–
|
|
|
1015
|
Aberdeen Wealth Management
Lake Bluff,
Illinois
|
$316K
|
–
|
–
|
–
|
|
|
1016
|
Pointe Capital Management
Grosse Pointe Farms,
Michigan
|
$316K
|
-$7.59K
|
-100
|
-2%
|
|
|
1017
|
Arete Wealth Advisors
Chicago,
Illinois
|
$314K
|
-$7.59K
|
-100
|
-3%
|
|
|
1018
|
DOHJ LLC
Seattle,
Washington
|
$310K
|
–
|
–
|
–
|
|
|
1019
|
Physician Wealth Advisors
Midvale,
Utah
|
$310K
|
–
|
–
|
–
|
|
|
1020
|
Hollencrest Capital Management
Newport Beach,
California
|
$308K
|
+$7.59K
|
+100
|
+3%
|
|
|
1021
|
InceptionR
Lafayette,
California
|
$308K
|
+$290K
|
+3,825
|
New
|
|
|
1022
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$304K
|
–
|
–
|
–
|
|
|
1023
|
Murphy Middleton Hinkle & Parker
Thomasville,
Georgia
|
$302K
|
–
|
–
|
–
|
|
|
1024
|
Security Asset Management
New York
|
$302K
|
–
|
–
|
–
|
|
|
1025
|
Elgethun Capital Management
Sioux Falls,
South Dakota
|
$302K
|
–
|
–
|
–
|
|
