|
1001
|
Maia Wealth
Denver,
Colorado
|
$246K
|
+$628
|
+15
|
+0.3%
|
|
|
1002
|
First Horizon Advisors
Memphis,
Tennessee
|
$245K
|
+$419
|
+10
|
+0.2%
|
|
|
1003
|
American Money Management
Rancho Santa Fe,
California
|
$245K
|
–
|
–
|
–
|
|
|
1004
|
Vontobel Holding
Zurich,
Switzerland
|
$245K
|
–
|
–
|
–
|
|
|
1005
|
Pointe Capital Management
Grosse Pointe Farms,
Michigan
|
$244K
|
–
|
–
|
–
|
|
|
1006
|
Graver Capital Management
Columbus,
Ohio
|
$242K
|
+$239K
|
+5,713
|
New
|
|
|
1007
|
Atlanta Consulting Group Advisors
Atlanta,
Georgia
|
$241K
|
-$1.13M
|
-27,029
|
-83%
|
|
|
1008
|
SageView Advisory Group
Newport Beach,
California
|
$240K
|
+$237K
|
+5,661
|
New
|
|
|
1009
|
Fisher Asset Management
Camas,
Washington
|
$239K
|
+$235K
|
+5,622
|
New
|
|
|
1010
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$238K
|
-$963
|
-23
|
-0.4%
|
|
|
1011
|
Lyell Wealth Management
Menlo Park,
California
|
$237K
|
–
|
–
|
–
|
|
|
1012
|
Convergence Financial
Columbia,
Missouri
|
$235K
|
-$32.3K
|
-772
|
-12%
|
|
|
1013
|
Farmers National Bank
Danville,
Kentucky
|
$235K
|
+$232K
|
+5,535
|
New
|
|
|
1014
|
Intrepid Capital Management
Jacksonville Beach,
Florida
|
$235K
|
+$232K
|
+5,532
|
New
|
|
|
1015
|
Anchor Pointe Wealth Management
Cape Girardeau,
Missouri
|
$233K
|
+$232K
|
+5,535
|
New
|
|
|
1016
|
Aspiriant LLC
Los Angeles,
California
|
$231K
|
–
|
–
|
–
|
|
|
1017
|
GWN Securities
Palm Beach Gardens,
Florida
|
$229K
|
+$213K
|
+5,087
|
New
|
|
|
1018
|
Taylor Financial Group
Roanoke,
Virginia
|
$229K
|
-$6.66K
|
-159
|
-3%
|
|
|
1019
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$228K
|
–
|
–
|
–
|
|
|
1020
|
Bayshore Asset Management
Coral Gables,
Florida
|
$227K
|
–
|
–
|
–
|
|
|
1021
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$225K
|
+$14.9K
|
+356
|
+7%
|
|
|
1022
|
Texas Bank & Trust
Longview,
Texas
|
$225K
|
+$222K
|
+5,297
|
New
|
|
|
1023
|
Davis Rea
Toronto,
Ontario, Canada
|
$225K
|
-$186K
|
-4,452
|
-46%
|
|
|
1024
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$224K
|
-$26.8K
|
-641
|
-11%
|
|
|
1025
|
Boston Financial Management
Boston,
Massachusetts
|
$224K
|
+$221K
|
+5,290
|
New
|
|
