|
1001
|
Capital Planning Advisors
Roseville,
California
|
$925K
|
+$188K
|
+2,591
|
+25%
|
|
|
1002
|
Jay A. Fishman Ltd
Troy,
Michigan
|
$924K
|
-$379K
|
-5,225
|
-29%
|
|
|
1003
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$924K
|
-$306K
|
-4,216
|
-25%
|
|
|
1004
|
Avity Investment Management
Greenwich,
Connecticut
|
$923K
|
-$28.2K
|
-388
|
-3%
|
|
|
1005
|
EARNEST Partners
Atlanta,
Georgia
|
$920K
|
–
|
–
|
–
|
|
|
1006
|
SimpliFi Inc
San Diego,
California
|
$919K
|
+$2.11K
|
+29
|
+0.2%
|
|
|
1007
|
Levy Wealth Management Group
Philadelphia,
Pennsylvania
|
$918K
|
+$8.28K
|
+114
|
+0.9%
|
|
|
1008
|
Trust Company
Manhattan,
Kansas
|
$917K
|
–
|
–
|
–
|
|
|
1009
|
Pinion Investment Advisors
Wichita,
Kansas
|
$916K
|
+$918K
|
+12,641
|
New
|
|
|
1010
|
Empirical Wealth Management
Seattle,
Washington
|
$911K
|
-$78.3K
|
-1,078
|
-8%
|
|
|
1011
|
INTECH Investment Management
West Palm Beach,
Florida
|
$908K
|
+$144K
|
+1,977
|
+19%
|
|
|
1012
|
Aspen Investment Management
Grand Rapids,
Michigan
|
$897K
|
–
|
–
|
–
|
|
|
1013
|
Montag & Associates
Atlanta,
Georgia
|
$892K
|
–
|
–
|
–
|
|
|
1014
|
High Net Worth Advisory Group
Naples,
Florida
|
$892K
|
–
|
–
|
–
|
|
|
1015
|
Doliver Advisors
Houston,
Texas
|
$887K
|
–
|
–
|
–
|
|
|
1016
|
Westwood Holdings Group
Dallas,
Texas
|
$884K
|
-$77.6K
|
-1,068
|
-8%
|
|
|
1017
|
Baron Wealth Management
Troy,
Michigan
|
$884K
|
+$14.1K
|
+194
|
+2%
|
|
|
1018
|
Curated Wealth Partners
El Segundo,
California
|
$881K
|
–
|
–
|
–
|
|
|
1019
|
Berkshire Bank
Pittsfield,
Massachusetts
|
$880K
|
–
|
–
|
–
|
|
|
1020
|
TRUADVICE
Sarasota,
Florida
|
$879K
|
-$4.98M
|
-68,621
|
-85%
|
|
|
1021
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
$878K
|
-$74.4K
|
-1,025
|
-8%
|
|
|
1022
|
Viewpoint Capital Management
Seattle,
Washington
|
$877K
|
+$300K
|
+4,125
|
+52%
|
|
|
1023
|
Forum Financial Management
Lombard,
Illinois
|
$875K
|
-$195K
|
-2,688
|
-18%
|
|
|
1024
|
Fifth Third Securities
Cincinnati,
Ohio
|
$874K
|
-$13.5K
|
-186
|
-2%
|
|
|
1025
|
Chapin Davis
Baltimore,
Maryland
|
$873K
|
+$9.8K
|
+135
|
+1%
|
|
