|
1
|
Quantum Financial Advisors
El Segundo,
California
|
$2.33M
|
+$2.32M
|
+91,626
|
New
|
|
|
2
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$1.26M
|
+$1.25M
|
+49,365
|
New
|
|
|
3
|
|
$977K
|
+$207K
|
+8,170
|
+27%
|
|
|
4
|
Coldstream Capital Management
Bellevue,
Washington
|
$723K
|
+$720K
|
+28,425
|
New
|
|
|
5
|
Hills Bank & Trust
North Liberty,
Iowa
|
$603K
|
+$601K
|
+23,716
|
New
|
|
|
6
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$407K
|
+$405K
|
+16,000
|
New
|
|
|
7
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
$327K
|
+$326K
|
+12,860
|
New
|
|
|
8
|
Heritage Family Offices
Scottsdale,
Arizona
|
$283K
|
+$282K
|
+11,124
|
New
|
|
|
9
|
Pacific Excel Wealth Advisors
Walnut Creek,
California
|
$283K
|
+$282K
|
+11,124
|
New
|
|
|
10
|
Leavell Investment Management
Mobile,
Alabama
|
$256K
|
+$255K
|
+10,060
|
New
|
|
|
11
|
Kestra Advisory Services
Austin,
Texas
|
$246K
|
+$245K
|
+9,682
|
New
|
|
|
12
|
IFP Advisors
Tampa,
Florida
|
$134K
|
+$133K
|
+5,269
|
New
|
|
|
13
|
10Elms LLP
Tulsa,
Oklahoma
|
$61K
|
+$60.8K
|
+2,400
|
New
|
|
|
14
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$30K
|
+$29.9K
|
+1,180
|
New
|
|
|
15
|
Addison Advisors
Middlebury,
Vermont
|
$25.8K
|
+$25.7K
|
+1,015
|
New
|
|
|
16
|
|
$1.78K
|
-$2.53M
|
-99,930
|
-100%
|
|
