|
1001
|
|
$728K
|
–
|
–
|
–
|
|
|
1002
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
$727K
|
-$7.96K
|
-38
|
-1%
|
|
|
1003
|
Riverbend Wealth Management
Myrtle Beach,
South Carolina
|
$727K
|
+$18.9K
|
+90
|
+3%
|
|
|
1004
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$725K
|
-$76.3K
|
-364
|
-10%
|
|
|
1005
|
Middleton & Co
Boston,
Massachusetts
|
$721K
|
+$4.19K
|
+20
|
+0.6%
|
|
|
1006
|
American Trust
Lexington,
Kentucky
|
$717K
|
-$193K
|
-921
|
-21%
|
|
|
1007
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$717K
|
-$150M
|
-714,585
|
-100%
|
|
|
1008
|
C2C Wealth Management
Scottsdale,
Arizona
|
$716K
|
–
|
–
|
–
|
|
|
1009
|
Ballast Rock Private Wealth
Charleston,
South Carolina
|
$716K
|
+$708K
|
+3,376
|
New
|
|
|
1010
|
Quattro Financial Advisors
The Woodlands,
Texas
|
$713K
|
–
|
–
|
–
|
|
|
1011
|
Key Financial Inc
West Chester,
Pennsylvania
|
$709K
|
+$25.8K
|
+123
|
+4%
|
|
|
1012
|
Magnolia Capital Management
Cold Spring,
New York
|
$709K
|
-$228K
|
-1,090
|
-25%
|
|
|
1013
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$709K
|
+$55.7K
|
+266
|
+9%
|
|
|
1014
|
EPG Wealth Management
Atlanta,
Georgia
|
$709K
|
+$3.14K
|
+15
|
+0.5%
|
|
|
1015
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$705K
|
-$27.2K
|
-130
|
-4%
|
|
|
1016
|
Spinnaker Investment Group
Newport Beach,
California
|
$704K
|
+$235K
|
+1,120
|
+51%
|
|
|
1017
|
Freestone Capital Holdings
Seattle,
Washington
|
$703K
|
-$2.72K
|
-13
|
-0.4%
|
|
|
1018
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$701K
|
–
|
–
|
–
|
|
|
1019
|
Members Wealth
Media,
Pennsylvania
|
$700K
|
-$226K
|
-1,076
|
-25%
|
|
|
1020
|
Capstone Wealth Management Group (Pennsylvania)
Clarks Green,
Pennsylvania
|
$698K
|
–
|
–
|
–
|
|
|
1021
|
Integrity Wealth Solutions
Denver,
Colorado
|
$697K
|
+$13.2K
|
+63
|
+2%
|
|
|
1022
|
Pine Valley Investments
Marlton,
New Jersey
|
$696K
|
+$6.29K
|
+30
|
+0.9%
|
|
|
1023
|
Pinnacle Financial Group
Western Springs,
Illinois
|
$691K
|
+$210
|
+1
|
+0%
|
|
|
1024
|
Linscomb Wealth
Houston,
Texas
|
$691K
|
-$1.47K
|
-7
|
-0.2%
|
|
|
1025
|
Shulman DeMeo Asset Management
Lake Success,
New York
|
$689K
|
+$2.93K
|
+14
|
+0.4%
|
|
