|
1001
|
ProVise Management Group
Clearwater,
Florida
|
$528K
|
-$147K
|
-2,088
|
-23%
|
|
|
1002
|
Mustard Seed Financial
Magnolia,
Arkansas
|
$525K
|
+$504K
|
+7,134
|
New
|
|
|
1003
|
Financial Avengers
Oakland,
California
|
$518K
|
+$48.4K
|
+685
|
+11%
|
|
|
1004
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$518K
|
-$1.11M
|
-15,739
|
-69%
|
|
|
1005
|
Arlington Trust
Birmingham,
Alabama
|
$518K
|
+$497K
|
+7,040
|
New
|
|
|
1006
|
Liberty Wealth Management
Oakland,
California
|
$516K
|
+$6.02M
|
+85,232
|
+1,007%
|
|
|
1007
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$515K
|
+$280K
|
+3,964
|
+131%
|
|
|
1008
|
MorganRosel Wealth Management
Highlands Ranch,
Colorado
|
$508K
|
-$81K
|
-1,147
|
-14%
|
|
|
1009
|
Welch & Forbes
Boston,
Massachusetts
|
$508K
|
-$44.5K
|
-630
|
-8%
|
|
|
1010
|
Vontobel Holding
Zurich,
Switzerland
|
$507K
|
–
|
–
|
–
|
|
|
1011
|
Enterprise Bank & Trust
Lowell,
Massachusetts
|
$506K
|
+$485K
|
+6,873
|
New
|
|
|
1012
|
Clarity Capital Advisors
Lakewood Ranch,
Florida
|
$503K
|
+$483K
|
+6,841
|
New
|
|
|
1013
|
Blue Barn Wealth
Orem,
Utah
|
$502K
|
+$119K
|
+1,691
|
+33%
|
|
|
1014
|
Napatree Capital
Westerly,
Rhode Island
|
$502K
|
+$481K
|
+6,819
|
New
|
|
|
1015
|
MidWestOne Financial Group
Iowa City,
Iowa
|
$500K
|
+$480K
|
+6,801
|
New
|
|
|
1016
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$500K
|
+$4.02K
|
+57
|
+0.8%
|
|
|
1017
|
Abacus Planning Group
Columbia,
South Carolina
|
$497K
|
-$156K
|
-2,203
|
-25%
|
|
|
1018
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$496K
|
–
|
–
|
–
|
|
|
1019
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$496K
|
-$398K
|
-5,633
|
-46%
|
|
|
1020
|
NorthStar Asset Management (New Jersey)
Hackettstown,
New Jersey
|
$490K
|
+$471K
|
+6,666
|
New
|
|
|
1021
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$489K
|
-$2.82K
|
-40
|
-0.6%
|
|
|
1022
|
Fulcrum Equity Management
Plano,
Texas
|
$489K
|
+$25.6K
|
+362
|
+6%
|
|
|
1023
|
Procyon Advisors
Shelton,
Connecticut
|
$489K
|
-$50.8K
|
-719
|
-10%
|
|
|
1024
|
Lazard Asset Management
New York
|
$487K
|
–
|
–
|
–
|
|
|
1025
|
New Potomac Partners
Bethesda,
Maryland
|
$485K
|
+$465K
|
+6,590
|
New
|
|
