|
1001
|
Curi Wealth Management
Raleigh,
North Carolina
|
$211K
|
+$107K
|
+2,735
|
+82%
|
|
|
1002
|
Strategic Wealth Partners
Independence,
Ohio
|
$211K
|
+$236K
|
+6,042
|
New
|
|
|
1003
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$210K
|
+$235K
|
+6,011
|
New
|
|
|
1004
|
American National Bank & Trust
Wichita Falls,
Texas
|
$210K
|
+$235K
|
+6,018
|
New
|
|
|
1005
|
Optimum Investment Advisors
Chicago,
Illinois
|
$209K
|
-$3.24K
|
-83
|
-1%
|
|
|
1006
|
SeaCrest Wealth Management
Purchase,
New York
|
$209K
|
+$17.6K
|
+450
|
+8%
|
|
|
1007
|
Column Capital Advisors
Indianapolis,
Indiana
|
$208K
|
-$239K
|
-6,118
|
-12%
|
|
|
1008
|
Stillwater Capital Advisors
Devon,
Pennsylvania
|
$208K
|
-$3.32K
|
-85
|
-1%
|
|
|
1009
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
$206K
|
+$89.7K
|
+2,299
|
+64%
|
|
|
1010
|
CVA Family Office
Denver,
Colorado
|
$203K
|
–
|
–
|
–
|
|
|
1011
|
Hillcrest Wealth Advisors
Hazlet,
New Jersey
|
$203K
|
–
|
–
|
–
|
|
|
1012
|
White Pine Capital
Bloomington,
Minnesota
|
$202K
|
+$12.8K
|
+327
|
+6%
|
|
|
1013
|
1492 Capital Management
Milwaukee,
Wisconsin
|
$202K
|
+$226K
|
+5,784
|
New
|
|
|
1014
|
Cahill Financial Advisors
Edina,
Minnesota
|
$202K
|
+$226K
|
+5,804
|
New
|
|
|
1015
|
BlackDiamond Wealth Management
New York
|
$200K
|
-$74.8K
|
-1,916
|
-25%
|
|
|
1016
|
Contravisory Investment Management
Norwell,
Massachusetts
|
$198K
|
+$3.67K
|
+94
|
+2%
|
|
|
1017
|
Howard Hughes Medical Institute
Chevy Chase,
Maryland
|
$192K
|
–
|
–
|
–
|
|
|
1018
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$190K
|
+$36K
|
+923
|
+20%
|
|
|
1019
|
Tyler-Stone Wealth Management
Beachwood,
Ohio
|
$189K
|
-$312
|
-8
|
-0.1%
|
|
|
1020
|
Mechanics Financial Corp
Mansfield,
Ohio
|
$187K
|
–
|
–
|
–
|
|
|
1021
|
Asset Dedication LLC
San Francisco,
California
|
$187K
|
+$210K
|
+5,377
|
New
|
|
|
1022
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$182K
|
-$43.6K
|
-1,117
|
-18%
|
|
|
1023
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$180K
|
-$94.4K
|
-2,418
|
-32%
|
|
|
1024
|
GeoWealth Management
Chicago,
Illinois
|
$164K
|
-$5.78K
|
-148
|
-3%
|
|
|
1025
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$161K
|
-$22.6K
|
-580
|
-11%
|
|
