|
1001
|
Pennsylvania Capital Management
Huntingdon Valley,
Pennsylvania
|
$1.69M
|
+$95K
|
+978
|
+5%
|
|
|
1002
|
Liberty Wealth Management
Oakland,
California
|
$1.69M
|
+$1.88M
|
+19,406
|
New
|
|
|
1003
|
White Knight Strategic Wealth Advisors
Princeton,
New Jersey
|
$1.69M
|
+$56.2K
|
+579
|
+3%
|
|
|
1004
|
High Net Worth Advisory Group
Naples,
Florida
|
$1.68M
|
+$8.06K
|
+83
|
+0.4%
|
|
|
1005
|
Private Ocean
San Rafael,
California
|
$1.68M
|
-$14.2K
|
-146
|
-0.8%
|
|
|
1006
|
Waverly Advisors
Birmingham,
Alabama
|
$1.67M
|
+$14.5K
|
+149
|
+0.8%
|
|
|
1007
|
Autumn Glory Partners
Dallas,
Texas
|
$1.66M
|
+$35.5K
|
+366
|
+2%
|
|
|
1008
|
Narwhal Capital Management
Marietta,
Georgia
|
$1.66M
|
+$262K
|
+2,700
|
+17%
|
|
|
1009
|
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
|
$1.66M
|
–
|
–
|
–
|
|
|
1010
|
Clear Investment Research
Alpharetta,
Georgia
|
$1.65M
|
+$122K
|
+1,261
|
+7%
|
|
|
1011
|
Baystate Wealth Management
Boston,
Massachusetts
|
$1.65M
|
+$908K
|
+9,350
|
+98%
|
|
|
1012
|
Baldwin Investment Management
West Conshohocken,
Pennsylvania
|
$1.64M
|
-$117K
|
-1,200
|
-6%
|
|
|
1013
|
Donald L. Hagan LLC
Sarasota,
Florida
|
$1.63M
|
+$62.5K
|
+643
|
+4%
|
|
|
1014
|
CIBC World Market
Toronto,
Ontario, Canada
|
$1.61M
|
+$14.9K
|
+153
|
+0.8%
|
|
|
1015
|
Brighton Jones LLC
Seattle,
Washington
|
$1.6M
|
+$132K
|
+1,354
|
+8%
|
|
|
1016
|
Delta Financial Advisors
New Orleans,
Louisiana
|
$1.6M
|
–
|
–
|
–
|
|
|
1017
|
Aveo Capital Partners
Englewood,
Colorado
|
$1.59M
|
+$57.8K
|
+595
|
+3%
|
|
|
1018
|
NFP Retirement Inc
Aliso Viejo,
California
|
$1.59M
|
+$240K
|
+2,475
|
+16%
|
|
|
1019
|
Strategy Asset Managers
Pasadena,
California
|
$1.58M
|
+$1.76M
|
+18,166
|
New
|
|
|
1020
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$1.58M
|
-$96.5K
|
-994
|
-5%
|
|
|
1021
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$1.58M
|
+$1.75M
|
+17,997
|
+11,998%
|
|
|
1022
|
FRG Family Wealth Advisors
Bellevue,
Washington
|
$1.58M
|
-$37.4K
|
-385
|
-2%
|
|
|
1023
|
LeJeune Puetz Investment Counsel
Traverse City,
Michigan
|
$1.57M
|
–
|
–
|
–
|
|
|
1024
|
Kingfisher Capital
Charlotte,
North Carolina
|
$1.56M
|
+$27.4K
|
+282
|
+2%
|
|
|
1025
|
Wellspring Financial Advisors
Cleveland,
Ohio
|
$1.56M
|
-$53.6K
|
-552
|
-0.2%
|
|
