|
1001
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$1.13M
|
+$165K
|
+1,796
|
+16%
|
|
|
1002
|
Mission Creek Capital Partners
San Francisco,
California
|
$1.12M
|
–
|
–
|
–
|
|
|
1003
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$1.12M
|
+$4.95K
|
+54
|
+0.4%
|
|
|
1004
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$1.12M
|
-$16.2K
|
-177
|
-1%
|
|
|
1005
|
JTC Employer Solutions Trustee
St Helier,
Jersey
|
$1.11M
|
–
|
–
|
–
|
|
|
1006
|
Forum Finance Group
Geneva,
|
$1.11M
|
+$1.45M
|
+15,762
|
New
|
|
|
1007
|
Muirfield Wealth Advisors
Charlotte,
North Carolina
|
$1.11M
|
+$46.8K
|
+510
|
+4%
|
|
|
1008
|
Coldstream Capital Management
Bellevue,
Washington
|
$1.11M
|
-$734K
|
-8,004
|
-39%
|
|
|
1009
|
Continuum Advisory
Eagle,
Idaho
|
$1.11M
|
-$124K
|
-1,353
|
-10%
|
|
|
1010
|
Spectrum Planning & Advisory Services
San Diego,
California
|
$1.11M
|
-$1.73M
|
-18,902
|
-60%
|
|
|
1011
|
Ameliora Wealth Management
Zurich,
Switzerland
|
$1.1M
|
–
|
–
|
–
|
|
|
1012
|
Boston Family Office
Boston,
Massachusetts
|
$1.09M
|
+$367K
|
+3,999
|
+47%
|
|
|
1013
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$1.09M
|
-$419K
|
-4,571
|
-27%
|
|
|
1014
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$1.09M
|
–
|
–
|
–
|
|
|
1015
|
Pinnacle Associates
New York
|
$1.09M
|
-$18.4K
|
-201
|
-2%
|
|
|
1016
|
JT Stratford LLC
Gainesville,
Georgia
|
$1.08M
|
-$271K
|
-2,955
|
-19%
|
|
|
1017
|
Curi RMB Capital
Chicago,
Illinois
|
$1.08M
|
+$8.44K
|
+92
|
+0.8%
|
|
|
1018
|
CoreCap Advisors
Southfield,
Michigan
|
$1.08M
|
-$653K
|
-7,116
|
-37%
|
|
|
1019
|
Center For Asset Management
Palm Beach Gardens,
Florida
|
$1.07M
|
-$474K
|
-5,170
|
-30%
|
|
|
1020
|
Riverbend Wealth Management
Myrtle Beach,
South Carolina
|
$1.07M
|
+$4.59K
|
+50
|
+0.4%
|
|
|
1021
|
GLR Partners
Columbia,
Maryland
|
$1.06M
|
+$1.1M
|
+11,970
|
New
|
|
|
1022
|
Colony Family Offices
Charlotte,
North Carolina
|
$1.04M
|
–
|
–
|
–
|
|
|
1023
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
$1.04M
|
+$2.11K
|
+23
|
+0.2%
|
|
|
1024
|
Meridian Wealth Management
Lexington,
Kentucky
|
$1.04M
|
+$27.4K
|
+299
|
+3%
|
|
|
1025
|
Graham Capital Wealth Management
Washington D.c.,
District of Columbia
|
$1.04M
|
-$25.1K
|
-274
|
-2%
|
|
