|
1001
|
SWMG LLC
Fort Worth,
Texas
|
$1.15M
|
+$72.1K
|
+983
|
+7%
|
|
|
1002
|
Legacy Financial Strategies
Overland Park,
Kansas
|
$1.15M
|
-$20.3K
|
-277
|
-2%
|
|
|
1003
|
Alvarez & Marsal Private Wealth Partners
West Palm Beach,
Florida
|
$1.15M
|
–
|
–
|
–
|
|
|
1004
|
HBW Advisory Services
Simi Valley,
California
|
$1.15M
|
+$102K
|
+1,385
|
+10%
|
|
|
1005
|
Ted Buchan & Co
San Diego,
California
|
$1.14M
|
-$2.06K
|
-28
|
-0.2%
|
|
|
1006
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$1.13M
|
+$286K
|
+3,900
|
+34%
|
|
|
1007
|
Kingswood Wealth Advisors
San Diego,
California
|
$1.13M
|
+$275K
|
+3,745
|
+32%
|
|
|
1008
|
Caliber Wealth Management (Kansas)
Overland Park,
Kansas
|
$1.13M
|
-$269K
|
-3,672
|
-19%
|
|
|
1009
|
Baron Wealth Management
Troy,
Michigan
|
$1.12M
|
+$127K
|
+1,732
|
+13%
|
|
|
1010
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$1.12M
|
+$1.12M
|
+15,267
|
New
|
|
|
1011
|
Christensen King & Associates Investment Services
Richland,
Washington
|
$1.12M
|
–
|
–
|
–
|
|
|
1012
|
First American Bank
Dundee,
Illinois
|
$1.12M
|
+$859K
|
+11,701
|
+332%
|
|
|
1013
|
DecisionMap Wealth Management
Great Falls,
Virginia
|
$1.12M
|
+$135K
|
+1,844
|
+14%
|
|
|
1014
|
Fiduciary Advisors Inc
St. Louis,
Missouri
|
$1.12M
|
+$31.4K
|
+428
|
+3%
|
|
|
1015
|
Avion Wealth
The Woodlands,
Texas
|
$1.11M
|
-$15.3K
|
-208
|
-1%
|
|
|
1016
|
Piedmont Capital Management (Montana)
Whitefish,
Montana
|
$1.11M
|
+$35.6K
|
+485
|
+3%
|
|
|
1017
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$1.11M
|
-$12.7K
|
-173
|
-1%
|
|
|
1018
|
Life Planning Partners
Jacksonville,
Florida
|
$1.1M
|
-$46.8K
|
-638
|
-4%
|
|
|
1019
|
VERITY Wealth Advisors
Sausalito,
United States
|
$1.1M
|
-$37.9K
|
-516
|
-3%
|
|
|
1020
|
Reicon Wealth Advisors
Atlanta,
Georgia
|
$1.1M
|
+$746K
|
+10,165
|
+210%
|
|
|
1021
|
ARK & TLK Investments
Oklahoma City,
Oklahoma
|
$1.1M
|
+$29K
|
+395
|
+3%
|
|
|
1022
|
Brighton Jones LLC
Seattle,
Washington
|
$1.1M
|
-$352K
|
-4,795
|
-24%
|
|
|
1023
|
Gambit Capital Management
Franklin,
Tennessee
|
$1.09M
|
+$132K
|
+1,793
|
+14%
|
|
|
1024
|
Wick Capital Partners
Wayne,
Pennsylvania
|
$1.08M
|
+$227K
|
+3,094
|
+39%
|
|
|
1025
|
Circle Wealth Management
Summit,
New Jersey
|
$1.08M
|
+$10.7K
|
+146
|
+1%
|
|
