|
1001
|
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
$1.55M
|
-$110K
|
-1,494
|
-6%
|
|
|
1002
|
|
$1.52M
|
+$26.9K
|
+364
|
+2%
|
|
|
1003
|
City National Bank of Florida
Miami,
Florida
|
$1.52M
|
+$1.59M
|
+21,564
|
New
|
|
|
1004
|
Sovereign Financial Group
Stamford,
Connecticut
|
$1.52M
|
+$235K
|
+3,186
|
+17%
|
|
|
1005
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$1.51M
|
-$2.14K
|
-29
|
-0.1%
|
|
|
1006
|
Dynamic Financial Group
Cedar Falls,
Iowa
|
$1.5M
|
+$1.58M
|
+21,412
|
New
|
|
|
1007
|
Global View Capital Management
Waukesha,
Wisconsin
|
$1.49M
|
+$1.57M
|
+21,298
|
New
|
|
|
1008
|
Wind River Trust Company
Jackson,
Wyoming
|
$1.49M
|
–
|
–
|
–
|
|
|
1009
|
Boston Financial Management
Boston,
Massachusetts
|
$1.48M
|
+$582K
|
+7,886
|
+60%
|
|
|
1010
|
GeoWealth Management
Chicago,
Illinois
|
$1.48M
|
-$1.24M
|
-16,848
|
-44%
|
|
|
1011
|
Summit X LLC
Chesterfield,
Missouri
|
$1.47M
|
+$65.1K
|
+882
|
+4%
|
|
|
1012
|
Howard Financial Services
Dallas,
Texas
|
$1.46M
|
-$84.2K
|
-1,141
|
-5%
|
|
|
1013
|
Highland Financial Advisors
Wayne,
New Jersey
|
$1.46M
|
-$88.7K
|
-1,203
|
-5%
|
|
|
1014
|
Rainier Family Wealth
Tacoma,
Washington
|
$1.45M
|
+$1.52M
|
+20,614
|
New
|
|
|
1015
|
Trivium Point Advisory
Westport,
Connecticut
|
$1.45M
|
+$1.19M
|
+16,172
|
+366%
|
|
|
1016
|
Huntington National Bank
Columbus,
Ohio
|
$1.44M
|
–
|
–
|
–
|
|
|
1017
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$1.44M
|
+$10.5K
|
+142
|
+0.7%
|
|
|
1018
|
Seven Post Investment Office
San Francisco,
California
|
$1.44M
|
–
|
–
|
–
|
|
|
1019
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$1.44M
|
+$60.3K
|
+817
|
+4%
|
|
|
1020
|
Aegis Wealth Management (Maryland)
Bethesda,
Maryland
|
$1.43M
|
+$1.5M
|
+20,385
|
New
|
|
|
1021
|
MMA Asset Management
Conshohocken,
Pennsylvania
|
$1.43M
|
-$1.56M
|
-21,200
|
-51%
|
|
|
1022
|
Colonial Trust
Spartanburg,
South Carolina
|
$1.43M
|
-$60K
|
-813
|
-4%
|
|
|
1023
|
Black Diamond Financial
Towson,
Maryland
|
$1.42M
|
+$404K
|
+5,477
|
+37%
|
|
|
1024
|
Icon Wealth Advisors
Houston,
Texas
|
$1.42M
|
+$23.2K
|
+314
|
+2%
|
|
|
1025
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$1.41M
|
+$246K
|
+3,328
|
+20%
|
|
