|
1001
|
Brighton Jones LLC
Seattle,
Washington
|
$12.1M
|
-$277K
|
-1,920
|
-2%
|
|
|
1002
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$12.1M
|
+$12.1M
|
+83,600
|
New
|
|
|
1003
|
Congress Wealth Management
Boston,
Massachusetts
|
$12.1M
|
+$12.1M
|
+83,520
|
New
|
|
|
1004
|
Inverness Counsel
New York
|
$12.1M
|
-$19M
|
-131,660
|
-61%
|
|
|
1005
|
Foster & Motley
Cincinnati,
Ohio
|
$12.1M
|
+$517K
|
+3,580
|
+4%
|
|
|
1006
|
Keenan Capital
Burlingame,
California
|
$12M
|
–
|
–
|
–
|
|
|
1007
|
Dillon & Associates
Jackson,
Michigan
|
$12M
|
-$179K
|
-1,240
|
-1%
|
|
|
1008
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$12M
|
+$422K
|
+2,920
|
+4%
|
|
|
1009
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$12M
|
-$358K
|
-2,480
|
-3%
|
|
|
1010
|
Menlo Advisors
Menlo Park,
California
|
$12M
|
+$442K
|
+3,060
|
+4%
|
|
|
1011
|
Prentiss Smith & Co
Brattleboro,
Vermont
|
$12M
|
-$373K
|
-2,580
|
-3%
|
|
|
1012
|
Delta Investment Management
San Francisco,
California
|
$11.9M
|
+$283K
|
+1,960
|
+2%
|
|
|
1013
|
Principle Wealth Partners
Madison,
Connecticut
|
$11.9M
|
+$34.7K
|
+240
|
+0.3%
|
|
|
1014
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$11.8M
|
+$1.56M
|
+10,760
|
+15%
|
|
|
1015
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$11.8M
|
+$6.13M
|
+42,380
|
+109%
|
|
|
1016
|
|
$11.7M
|
-$1.67M
|
-11,540
|
-12%
|
|
|
1017
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$11.7M
|
-$338K
|
-2,340
|
-3%
|
|
|
1018
|
Ferris Capital
Marlborough,
Massachusetts
|
$11.7M
|
+$66.5K
|
+460
|
+0.6%
|
|
|
1019
|
Roberts Wealth Advisors
Palo Alto,
California
|
$11.6M
|
+$101K
|
+700
|
+0.9%
|
|
|
1020
|
JTC Employer Solutions Trustee
St Helier,
Jersey
|
$11.6M
|
–
|
–
|
–
|
|
|
1021
|
Naman Capital
Sao Paulo,
Brazil
|
$11.6M
|
–
|
–
|
–
|
|
|
1022
|
Leavell Investment Management
Mobile,
Alabama
|
$11.6M
|
+$321K
|
+2,220
|
+3%
|
|
|
1023
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$11.4M
|
+$7.74M
|
+53,540
|
+210%
|
|
|
1024
|
Heirloom Wealth Management
Greenwood Village,
Colorado
|
$11.4M
|
+$12.7M
|
+87,720
|
New
|
|
|
1025
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$11.4M
|
+$4.67M
|
+32,340
|
+70%
|
|
