|
1001
|
Caldwell Trust
Venice,
Florida
|
$357K
|
+$5.48K
|
+100
|
+2%
|
|
|
1002
|
Norris Financial Group
Greenville,
South Carolina
|
$355K
|
–
|
–
|
–
|
|
|
1003
|
Fogel Capital Management
Stuart,
Florida
|
$355K
|
–
|
–
|
–
|
|
|
1004
|
Insight Wealth Partners
Plano,
Texas
|
$355K
|
+$359K
|
+6,542
|
New
|
|
|
1005
|
LexAurum Advisors
Overland Park,
Kansas
|
$353K
|
-$4.11K
|
-75
|
-1%
|
|
|
1006
|
Washington Trust
Westerly,
Rhode Island
|
$352K
|
-$19.4K
|
-354
|
-5%
|
|
|
1007
|
Income Insurance Ltd
Singapore,
|
$352K
|
–
|
–
|
–
|
|
|
1008
|
Prosperity Consulting Group
Owings Mills,
Maryland
|
$352K
|
+$66.6K
|
+1,214
|
+23%
|
|
|
1009
|
Aviance Capital Partners
Naples,
Florida
|
$351K
|
–
|
–
|
–
|
|
|
1010
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$351K
|
-$55.3K
|
-1,008
|
-13%
|
|
|
1011
|
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
|
$351K
|
+$146K
|
+2,654
|
+63%
|
|
|
1012
|
Keystone Financial Services (Colorado)
Loveland,
Colorado
|
$351K
|
+$603
|
+11
|
+0.2%
|
|
|
1013
|
Red Door Wealth Management
Memphis,
Tennessee
|
$350K
|
–
|
–
|
–
|
|
|
1014
|
KPP Advisory Services
Louisville,
Kentucky
|
$349K
|
-$1.1K
|
-20
|
-0.3%
|
|
|
1015
|
Garrett Wealth Advisory Group
Weatherford,
Texas
|
$348K
|
-$11.9K
|
-217
|
-3%
|
|
|
1016
|
TIAA Wealth Investment Management
New York
|
$347K
|
+$124K
|
+2,263
|
+55%
|
|
|
1017
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$343K
|
–
|
–
|
–
|
|
|
1018
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$343K
|
+$987
|
+18
|
+0.3%
|
|
|
1019
|
Birch Capital Management
Dallas,
Texas
|
$343K
|
–
|
–
|
–
|
|
|
1020
|
Venturi Wealth Management
Austin,
Texas
|
$340K
|
+$29.8K
|
+543
|
+9%
|
|
|
1021
|
Elite Financial
Lewiston,
Idaho
|
$338K
|
-$71.7K
|
-1,308
|
-17%
|
|
|
1022
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$337K
|
–
|
–
|
–
|
|
|
1023
|
Lyell Wealth Management
Menlo Park,
California
|
$337K
|
–
|
–
|
–
|
|
|
1024
|
US Asset Management LLC
Pittsburgh,
Pennsylvania
|
$337K
|
–
|
–
|
–
|
|
|
1025
|
BIP Wealth
Atlanta,
Georgia
|
$334K
|
+$66.3K
|
+1,209
|
+24%
|
|
