|
1001
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$576K
|
+$71.2K
|
+221
|
+15%
|
|
|
1002
|
Premier Path Wealth Partners
Madison,
New Jersey
|
$574K
|
-$72.5K
|
-225
|
-11%
|
|
|
1003
|
Gilbert & Cook
West Des Moines,
Iowa
|
$574K
|
+$559K
|
+1,735
|
New
|
|
|
1004
|
Mindset Wealth Management
Indianapolis,
Indiana
|
$573K
|
+$30.9K
|
+96
|
+6%
|
|
|
1005
|
TFC Financial Management
Boston,
Massachusetts
|
$572K
|
–
|
–
|
–
|
|
|
1006
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$569K
|
–
|
–
|
–
|
|
|
1007
|
Park National Corp
Newark,
Ohio
|
$569K
|
–
|
–
|
–
|
|
|
1008
|
Atom Investors
Austin,
Texas
|
$568K
|
–
|
–
|
–
|
|
|
1009
|
Bank of New Hampshire
Laconia,
New Hampshire
|
$566K
|
-$129K
|
-400
|
-19%
|
|
|
1010
|
Caldwell Trust
Venice,
Florida
|
$565K
|
-$50.9K
|
-158
|
-8%
|
|
|
1011
|
Headlands Technologies
Chicago,
Illinois
|
$564K
|
+$550K
|
+1,707
|
New
|
|
|
1012
|
Modera Wealth Management
Westwood,
New Jersey
|
$562K
|
+$30K
|
+93
|
+6%
|
|
|
1013
|
Madrona Financial Services
Everett,
Washington
|
$559K
|
+$5.48K
|
+17
|
+1%
|
|
|
1014
|
Samalin Investment Counsel
Chappaqua,
New York
|
$558K
|
-$33.5K
|
-104
|
-6%
|
|
|
1015
|
Beacon Financial Group
Dallas,
Texas
|
$558K
|
-$18.1K
|
-56
|
-3%
|
|
|
1016
|
Battery Global Advisors
Boston,
Massachusetts
|
$554K
|
–
|
–
|
–
|
|
|
1017
|
1ST Source Bank
South Bend,
Indiana
|
$553K
|
+$6.13K
|
+19
|
+1%
|
|
|
1018
|
Pine Valley Investments
Marlton,
New Jersey
|
$551K
|
-$3.81M
|
-11,812
|
-88%
|
|
|
1019
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$547K
|
+$210K
|
+650
|
+65%
|
|
|
1020
|
Iconiq Capital
San Francisco,
California
|
$543K
|
+$39K
|
+121
|
+8%
|
|
|
1021
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$542K
|
-$1.93K
|
-6
|
-0.4%
|
|
|
1022
|
Hudson Bay Capital Management
Stamford,
Connecticut
|
$541K
|
-$130K
|
-403
|
-20%
|
|
|
1023
|
Chicago Capital
Chicago,
Illinois
|
$540K
|
–
|
–
|
–
|
|
|
1024
|
Fifth Third Wealth Advisors
Cincinnati,
Ohio
|
$537K
|
-$645
|
-2
|
-0.1%
|
|
|
1025
|
Evoke Wealth
Los Angeles,
California
|
$535K
|
+$153K
|
+475
|
+41%
|
|
