|
1001
|
Family CFO
Los Altos,
California
|
$12.1K
|
–
|
–
|
–
|
|
|
1002
|
Security National Bank
Omaha,
Nebraska
|
$12.1K
|
–
|
–
|
–
|
|
|
1003
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$12K
|
–
|
–
|
–
|
|
|
1004
|
GW&K Investment Management
Boston,
Massachusetts
|
$12K
|
+$530
|
+18
|
+5%
|
|
|
1005
|
Arcadia Investment Advisors
Eagle,
Idaho
|
$11.9K
|
-$6K
|
-204
|
-34%
|
|
|
1006
|
LifeSteps Financial
Claremont,
California
|
$11.3K
|
+$11K
|
+375
|
New
|
|
|
1007
|
Hoey Investments
Coatesville,
Pennsylvania
|
$10.6K
|
–
|
–
|
–
|
|
|
1008
|
Wolff Wiese Magana
Carslbad,
California
|
$10.6K
|
–
|
–
|
–
|
|
|
1009
|
WealthCollab
Bellevue,
Washington
|
$9.43K
|
–
|
–
|
–
|
|
|
1010
|
Fortitude Family Office
Scottsdale,
Arizona
|
$9.37K
|
–
|
–
|
–
|
|
|
1011
|
PFG Private Wealth Management
Lutz,
Florida
|
$9.22K
|
–
|
–
|
–
|
|
|
1012
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$9.07K
|
–
|
–
|
–
|
|
|
1013
|
Scarborough Advisors
Annapolis,
Maryland
|
$9.07K
|
–
|
–
|
–
|
|
|
1014
|
WFA Asset Management
Whitefish Bay,
Wisconsin
|
$9.07K
|
+$8.83K
|
+300
|
New
|
|
|
1015
|
First Personal Financial Services
Charlotte,
North Carolina
|
$9.01K
|
+$8.77K
|
+298
|
New
|
|
|
1016
|
Spectrum Wealth Counsel
Indianapolis,
Indiana
|
$8.7K
|
–
|
–
|
–
|
|
|
1017
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$8.61K
|
–
|
–
|
–
|
|
|
1018
|
Raleigh Capital Management
Cary,
North Carolina
|
$8.31K
|
+$3.38K
|
+115
|
+72%
|
|
|
1019
|
Gilliland Jeter Wealth Management
Little Rock,
Arkansas
|
$8.01K
|
+$7.8K
|
+265
|
New
|
|
|
1020
|
SJS Investment Consulting
Sylvania,
Ohio
|
$7.83K
|
-$177
|
-6
|
-2%
|
|
|
1021
|
Crewe Advisors
Salt Lake City,
Utah
|
$7.68K
|
+$7.47K
|
+254
|
New
|
|
|
1022
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$7.34K
|
–
|
–
|
–
|
|
|
1023
|
GoalVest Advisory
New York
|
$7.25K
|
+$2.35K
|
+80
|
+50%
|
|
|
1024
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$7.21K
|
-$206
|
-7
|
-3%
|
|
|
1025
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$6.89K
|
–
|
–
|
–
|
|
