|
1001
|
|
$725K
|
–
|
–
|
–
|
|
|
1002
|
Plan Group Financial
Oklahoma City,
Oklahoma
|
$723K
|
+$400K
|
+1,848
|
+117%
|
|
|
1003
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$722K
|
–
|
–
|
–
|
|
|
1004
|
Vanguard National Trust
Malvern,
Pennsylvania
|
$719K
|
+$738K
|
+3,407
|
New
|
|
|
1005
|
Helium Advisors
Everett,
Washington
|
$719K
|
-$16.5K
|
-76
|
-2%
|
|
|
1006
|
Members Wealth
Media,
Pennsylvania
|
$716K
|
+$6.5K
|
+30
|
+0.9%
|
|
|
1007
|
Pine Valley Investments
Marlton,
New Jersey
|
$714K
|
+$21.4K
|
+99
|
+3%
|
|
|
1008
|
Ballast Rock Private Wealth
Charleston,
South Carolina
|
$714K
|
+$866
|
+4
|
+0.1%
|
|
|
1009
|
C2C Wealth Management
Scottsdale,
Arizona
|
$713K
|
–
|
–
|
–
|
|
|
1010
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$710K
|
+$4.55K
|
+21
|
+0.6%
|
|
|
1011
|
EPG Wealth Management
Atlanta,
Georgia
|
$708K
|
+$2.6K
|
+12
|
+0.4%
|
|
|
1012
|
1ST Source Bank
South Bend,
Indiana
|
$708K
|
+$112K
|
+518
|
+18%
|
|
|
1013
|
Key Financial Inc
West Chester,
Pennsylvania
|
$706K
|
–
|
–
|
–
|
|
|
1014
|
Strategy Asset Managers
Pasadena,
California
|
$705K
|
+$152K
|
+701
|
+27%
|
|
|
1015
|
Donaldson Capital Management
Evansville,
Indiana
|
$704K
|
-$156K
|
-721
|
-18%
|
|
|
1016
|
Integrity Wealth Solutions
Denver,
Colorado
|
$702K
|
+$9.31K
|
+43
|
+1%
|
|
|
1017
|
Freestone Capital Holdings
Seattle,
Washington
|
$700K
|
–
|
–
|
–
|
|
|
1018
|
Gallacher Capital Management
Lone Tree,
Colorado
|
$699K
|
-$156K
|
-720
|
-18%
|
|
|
1019
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$698K
|
–
|
–
|
–
|
|
|
1020
|
Capstone Wealth Management Group (Pennsylvania)
Clarks Green,
Pennsylvania
|
$695K
|
+$217
|
+1
|
+0%
|
|
|
1021
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$695K
|
-$216K
|
-997
|
-23%
|
|
|
1022
|
Chilton Investment Company
Stamford,
Connecticut
|
$692K
|
+$24.9K
|
+115
|
+4%
|
|
|
1023
|
New Republic Capital
Charlotte,
North Carolina
|
$691K
|
-$62.1K
|
-287
|
-8%
|
|
|
1024
|
Pinnacle Financial Group
Western Springs,
Illinois
|
$689K
|
–
|
–
|
–
|
|
|
1025
|
Shulman DeMeo Asset Management
Lake Success,
New York
|
$686K
|
+$650
|
+3
|
+0.1%
|
|
