|
1001
|
Advisor OS
Chicago,
Illinois
|
$1.98M
|
+$3.43K
|
+36
|
+0.2%
|
|
|
1002
|
WealthCare Investment Partners
Portsmouth,
Rhode Island
|
$1.98M
|
+$47.3K
|
+497
|
+3%
|
|
|
1003
|
Proficio Capital Partners
Newton,
Massachusetts
|
$1.98M
|
+$1.89M
|
+19,827
|
New
|
|
|
1004
|
RDA Financial Network
Akron,
Iowa
|
$1.98M
|
-$41.4K
|
-435
|
-2%
|
|
|
1005
|
Neuberger Berman Group
New York
|
$1.97M
|
-$64.5K
|
-677
|
-3%
|
|
|
1006
|
Arrowroot Family Office
Marina Del Rey,
California
|
$1.96M
|
-$162K
|
-1,698
|
-8%
|
|
|
1007
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$1.95M
|
-$168K
|
-1,764
|
-8%
|
|
|
1008
|
Private Ocean
San Rafael,
California
|
$1.94M
|
+$26.7K
|
+280
|
+1%
|
|
|
1009
|
Roberts Wealth Advisors
Palo Alto,
California
|
$1.94M
|
+$9.52K
|
+100
|
+0.5%
|
|
|
1010
|
Brio Consultants
San Francisco,
California
|
$1.94M
|
-$130K
|
-1,370
|
-7%
|
|
|
1011
|
Plan Group Financial
Oklahoma City,
Oklahoma
|
$1.92M
|
+$1.84M
|
+19,308
|
New
|
|
|
1012
|
White Knight Strategic Wealth Advisors
Princeton,
New Jersey
|
$1.92M
|
+$51.4K
|
+540
|
+3%
|
|
|
1013
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$1.92M
|
-$129K
|
-1,350
|
-7%
|
|
|
1014
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$1.9M
|
+$167K
|
+1,755
|
+10%
|
|
|
1015
|
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
|
$1.9M
|
+$4.09K
|
+43
|
+0.2%
|
|
|
1016
|
Baldwin Investment Management
West Conshohocken,
Pennsylvania
|
$1.89M
|
+$28.6K
|
+300
|
+2%
|
|
|
1017
|
RiverGlades Family Offices
Naples,
Florida
|
$1.89M
|
-$12.2K
|
-128
|
-0.7%
|
|
|
1018
|
Level Four Advisory Services
Dallas,
Texas
|
$1.88M
|
+$117K
|
+1,233
|
+7%
|
|
|
1019
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$1.88M
|
+$47.4K
|
+498
|
+3%
|
|
|
1020
|
Capital Advisors Wealth Management
Yakima,
Washington
|
$1.87M
|
+$154K
|
+1,619
|
+9%
|
|
|
1021
|
Centaurus Financial
Anaheim,
California
|
$1.87M
|
-$2.01M
|
-21,077
|
-53%
|
|
|
1022
|
Autumn Glory Partners
Dallas,
Texas
|
$1.87M
|
-$44.1K
|
-463
|
-2%
|
|
|
1023
|
CM Wealth Advisors
Beachwood,
Ohio
|
$1.87M
|
-$681K
|
-7,155
|
-29%
|
|
|
1024
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
$1.86M
|
-$71K
|
-746
|
-4%
|
|
|
1025
|
American State Bank (Iowa)
Sioux Center,
Iowa
|
$1.86M
|
+$19.6K
|
+206
|
+1%
|
|
