|
1001
|
Seven Springs Wealth Group
Brentwood,
Tennessee
|
$2.4M
|
+$2.79M
|
+9,120
|
+5,630%
|
|
|
1002
|
S.A. Mason
Holland,
Michigan
|
$2.39M
|
-$1.91M
|
-6,231
|
-40%
|
|
|
1003
|
Emerson Wealth
Bloomfield Hills,
Michigan
|
$2.36M
|
+$2.4M
|
+7,845
|
+601%
|
|
|
1004
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
$2.36M
|
-$99.3K
|
-324
|
-3%
|
|
|
1005
|
Radnor Financial Advisors
Wayne,
Pennsylvania
|
$2.36M
|
+$514K
|
+1,678
|
+23%
|
|
|
1006
|
Harvey Capital Management
Palm Beach,
Florida
|
$2.35M
|
-$985K
|
-3,214
|
-26%
|
|
|
1007
|
Meitav Investment House
Bene-Beraq,
Israel
|
$2.33M
|
+$558K
|
+1,820
|
+25%
|
|
|
1008
|
New England Guild Wealth Advisors
Avon,
Connecticut
|
$2.31M
|
+$391K
|
+1,277
|
+17%
|
|
|
1009
|
Clearstead Trust
Portland,
Maine
|
$2.3M
|
+$1.3M
|
+4,250
|
+91%
|
|
|
1010
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$2.3M
|
+$270K
|
+880
|
+11%
|
|
|
1011
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$2.27M
|
-$676K
|
-2,206
|
-20%
|
|
|
1012
|
FAS Wealth Partners
Leawood,
Kansas
|
$2.27M
|
-$151K
|
-494
|
-5%
|
|
|
1013
|
Red Door Wealth Management
Memphis,
Tennessee
|
$2.25M
|
-$162K
|
-529
|
-6%
|
|
|
1014
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$2.24M
|
+$1.72M
|
+5,601
|
+183%
|
|
|
1015
|
Successful Portfolios
Clearwater,
Florida
|
$2.24M
|
+$970K
|
+3,165
|
+58%
|
|
|
1016
|
Sage Capital Advisors
Sioux Falls,
South Dakota
|
$2.22M
|
+$526K
|
+1,715
|
+25%
|
|
|
1017
|
IFG Advisory
Atlanta,
Georgia
|
$2.2M
|
+$517K
|
+1,686
|
+25%
|
|
|
1018
|
Townsend & Associates
Westminster,
Colorado
|
$2.2M
|
+$1.38M
|
+4,514
|
+120%
|
|
|
1019
|
Madison Wealth Management
Cincinnati,
Ohio
|
$2.19M
|
-$1.41M
|
-4,589
|
-35%
|
|
|
1020
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$2.18M
|
-$480K
|
-1,568
|
-16%
|
|
|
1021
|
Zurich Cantonal Bank
Zurich,
Switzerland
|
$2.17M
|
–
|
–
|
–
|
|
|
1022
|
Bay Colony Advisors
Concord,
Massachusetts
|
$2.15M
|
+$112K
|
+365
|
+5%
|
|
|
1023
|
Freestone Capital Holdings
Seattle,
Washington
|
$2.15M
|
+$1.46M
|
+4,777
|
+135%
|
|
|
1024
|
Oldfather Financial Services
Kearney,
Nebraska
|
$2.14M
|
+$25.7K
|
+84
|
+1%
|
|
|
1025
|
Rikoon Group
Santa Fe,
New Mexico
|
$2.13M
|
–
|
–
|
–
|
|
