|
1001
|
Colony Family Offices
Charlotte,
North Carolina
|
$893K
|
–
|
–
|
–
|
|
|
1002
|
Hancock Whitney
Gulfport,
Mississippi
|
$890K
|
–
|
–
|
–
|
|
|
1003
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$888K
|
-$52K
|
-612
|
-5%
|
|
|
1004
|
Hobbs Group Advisors
Columbia,
South Carolina
|
$874K
|
–
|
–
|
–
|
|
|
1005
|
Forum Finance Group
Geneva,
|
$874K
|
-$122K
|
-1,438
|
-9%
|
|
|
1006
|
Trivium Point Advisory
Westport,
Connecticut
|
$873K
|
+$248K
|
+2,919
|
+34%
|
|
|
1007
|
Arete Wealth Advisors
Chicago,
Illinois
|
$871K
|
-$1.83M
|
-21,617
|
-65%
|
|
|
1008
|
Green Ridge Wealth Planning
Montville,
New Jersey
|
$871K
|
-$1.63M
|
-19,203
|
-62%
|
|
|
1009
|
Jamison Private Wealth Management
Milton,
Georgia
|
$870K
|
+$48.6K
|
+572
|
+5%
|
|
|
1010
|
Lantz Financial
Naperville,
Illinois
|
$866K
|
+$6.37K
|
+75
|
+0.7%
|
|
|
1011
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$864K
|
–
|
–
|
–
|
|
|
1012
|
GWN Securities
Palm Beach Gardens,
Florida
|
$863K
|
+$153K
|
+1,802
|
+19%
|
|
|
1013
|
Exchange Bank
Santa Rosa,
California
|
$852K
|
-$33.4K
|
-394
|
-3%
|
|
|
1014
|
Evolution Wealth Advisors
Aventura,
Florida
|
$845K
|
+$58.6K
|
+690
|
+7%
|
|
|
1015
|
Wisconsin Capital Management
Madison,
Wisconsin
|
$841K
|
–
|
–
|
–
|
|
|
1016
|
Graham Capital Wealth Management
Washington D.c.,
District of Columbia
|
$840K
|
-$54.2K
|
-638
|
-5%
|
|
|
1017
|
Bogart Wealth LLC
Mclean,
Virginia
|
$837K
|
–
|
–
|
–
|
|
|
1018
|
17 Capital Partners
Pheonix,
Arizona
|
$837K
|
+$127K
|
+1,501
|
+16%
|
|
|
1019
|
Meridian Wealth Management
Lexington,
Kentucky
|
$835K
|
-$61.5K
|
-725
|
-6%
|
|
|
1020
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$833K
|
–
|
–
|
–
|
|
|
1021
|
RCW Management
Jacksonville,
Florida
|
$832K
|
–
|
–
|
–
|
|
|
1022
|
Whitney & Co
Rochester,
New York
|
$831K
|
-$16.1K
|
-190
|
-2%
|
|
|
1023
|
Rainier Family Wealth
Tacoma,
Washington
|
$827K
|
–
|
–
|
–
|
|
|
1024
|
Diesslin Group
Fort Worth,
Texas
|
$823K
|
+$190K
|
+2,240
|
+26%
|
|
|
1025
|
American Trust
Lexington,
Kentucky
|
$822K
|
-$1.06M
|
-12,492
|
-53%
|
|
