|
1001
|
CWA Asset Management Group
Naples,
Florida
|
$2.68M
|
+$410K
|
+1,361
|
+19%
|
|
|
1002
|
Chickasaw Capital Management
Memphis,
Tennessee
|
$2.65M
|
-$143K
|
-475
|
-5%
|
|
|
1003
|
BKM Wealth Management
Brookfield,
Wisconsin
|
$2.65M
|
+$75K
|
+249
|
+3%
|
|
|
1004
|
Ipswich Investment Management
Beverly,
Massachusetts
|
$2.64M
|
–
|
–
|
–
|
|
|
1005
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
$2.64M
|
-$4.82K
|
-16
|
-0.2%
|
|
|
1006
|
Segment Wealth Management
Houston,
Texas
|
$2.64M
|
–
|
–
|
–
|
|
|
1007
|
Douglass Winthrop Advisors
New York
|
$2.63M
|
+$172K
|
+570
|
+7%
|
|
|
1008
|
Atlas Brown
Louisville,
Kentucky
|
$2.62M
|
-$144K
|
-477
|
-5%
|
|
|
1009
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$2.61M
|
+$17.8K
|
+59
|
+0.7%
|
|
|
1010
|
Financial Engines Advisors
Santa Clara,
California
|
$2.61M
|
+$495K
|
+1,645
|
+24%
|
|
|
1011
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$2.6M
|
-$140K
|
-466
|
-5%
|
|
|
1012
|
PDS Planning
Dublin,
Ohio
|
$2.59M
|
+$6.93K
|
+23
|
+0.3%
|
|
|
1013
|
QP Wealth Management
Eatontown,
New Jersey
|
$2.59M
|
+$2.53M
|
+8,410
|
New
|
|
|
1014
|
Rockbridge Investment Management
Syracuse,
New York
|
$2.59M
|
-$253K
|
-840
|
-9%
|
|
|
1015
|
RMR Wealth Builders
Montclair,
New Jersey
|
$2.58M
|
+$2.07M
|
+6,862
|
+451%
|
|
|
1016
|
Everett Harris & Co
Los Angeles,
California
|
$2.58M
|
–
|
–
|
–
|
|
|
1017
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$2.58M
|
-$217K
|
-719
|
-8%
|
|
|
1018
|
NorthRock Partners
Minneapolis,
Minnesota
|
$2.58M
|
-$3.8M
|
-12,622
|
-60%
|
|
|
1019
|
Athena Investment Management
Orinda,
California
|
$2.58M
|
-$16.6K
|
-55
|
-0.7%
|
|
|
1020
|
PCM Encore
Aspen,
Colorado
|
$2.58M
|
+$2.52M
|
+8,360
|
New
|
|
|
1021
|
MCF Advisors
Covington,
Kentucky
|
$2.57M
|
+$1.63M
|
+5,420
|
+186%
|
|
|
1022
|
Fideuram Asset Management (Ireland)
Dublin 1,
|
$2.57M
|
+$3.58M
|
+11,892
|
New
|
|
|
1023
|
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
$2.56M
|
+$387K
|
+1,286
|
+18%
|
|
|
1024
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$2.56M
|
-$63.5K
|
-211
|
-2%
|
|
|
1025
|
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
|
$2.55M
|
+$236K
|
+784
|
+10%
|
|
