|
1001
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$1.77M
|
+$72.9K
|
+733
|
+4%
|
|
|
1002
|
Marcum Wealth
Cleveland,
Ohio
|
$1.76M
|
+$71.4K
|
+718
|
+4%
|
|
|
1003
|
Waverly Advisors
Birmingham,
Alabama
|
$1.76M
|
+$1.89M
|
+19,023
|
New
|
|
|
1004
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$1.76M
|
-$17.5K
|
-176
|
-0.9%
|
|
|
1005
|
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
|
$1.75M
|
+$6.96K
|
+70
|
+0.4%
|
|
|
1006
|
Level Four Advisory Services
Dallas,
Texas
|
$1.75M
|
+$106K
|
+1,067
|
+6%
|
|
|
1007
|
Bigelow Investment Advisors
Portland,
Maine
|
$1.75M
|
+$228K
|
+2,288
|
+14%
|
|
|
1008
|
DOHJ LLC
Seattle,
Washington
|
$1.74M
|
-$4.75M
|
-47,748
|
-72%
|
|
|
1009
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$1.74M
|
+$94.5K
|
+950
|
+5%
|
|
|
1010
|
White Knight Strategic Wealth Advisors
Princeton,
New Jersey
|
$1.74M
|
+$364K
|
+3,661
|
+24%
|
|
|
1011
|
Autumn Glory Partners
Dallas,
Texas
|
$1.73M
|
–
|
–
|
–
|
|
|
1012
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$1.72M
|
+$159K
|
+1,600
|
+9%
|
|
|
1013
|
Regatta Capital Group
El Segundo,
California
|
$1.72M
|
-$215K
|
-2,165
|
-10%
|
|
|
1014
|
Dixon Hubard Feinour & Brown
Roanoke,
Virginia
|
$1.72M
|
–
|
–
|
–
|
|
|
1015
|
FRG Family Wealth Advisors
Bellevue,
Washington
|
$1.71M
|
–
|
–
|
–
|
|
|
1016
|
Pennsylvania Capital Management
Huntingdon Valley,
Pennsylvania
|
$1.7M
|
-$56.4K
|
-567
|
-3%
|
|
|
1017
|
Delta Financial Advisors
New Orleans,
Louisiana
|
$1.7M
|
+$99
|
+1
|
+0%
|
|
|
1018
|
CIBC World Market
Toronto,
Ontario, Canada
|
$1.69M
|
-$643K
|
-6,463
|
-26%
|
|
|
1019
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$1.69M
|
-$347K
|
-3,490
|
-16%
|
|
|
1020
|
Wellspring Financial Advisors
Cleveland,
Ohio
|
$1.68M
|
-$914K
|
-9,190
|
-3%
|
|
|
1021
|
Waypoint Capital Advisors
Minneapolis,
Minnesota
|
$1.68M
|
-$6.07K
|
-61
|
-0.3%
|
|
|
1022
|
Cypress Wealth Services
Palm Desert,
California
|
$1.67M
|
-$1.84M
|
-18,520
|
-51%
|
|
|
1023
|
Donald L. Hagan LLC
Sarasota,
Florida
|
$1.66M
|
-$28.4K
|
-286
|
-2%
|
|
|
1024
|
LeJeune Puetz Investment Counsel
Traverse City,
Michigan
|
$1.66M
|
+$159K
|
+1,601
|
+10%
|
|
|
1025
|
Sterling Financial Planning
Sparta,
New Jersey
|
$1.66M
|
-$12.6K
|
-127
|
-0.7%
|
|
