|
1001
|
DHK Financial Advisors
Portsmouth,
New Hampshire
|
$7.49M
|
–
|
–
|
–
|
|
|
1002
|
Claraphi Advisory Network
Aliso Viejo,
United States
|
$7.42M
|
-$17.1M
|
-44,345
|
-70%
|
|
|
1003
|
MSH Capital Advisors
Scottsdale,
Arizona
|
$7.41M
|
+$1.03M
|
+2,665
|
+16%
|
|
|
1004
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$7.39M
|
+$1.2M
|
+3,100
|
+19%
|
|
|
1005
|
Clearstead Trust
Portland,
Maine
|
$7.38M
|
-$1.7M
|
-4,397
|
-19%
|
|
|
1006
|
Baldrige Asset Management
Allentown,
Pennsylvania
|
$7.35M
|
+$195K
|
+505
|
+3%
|
|
|
1007
|
Private Ocean
San Rafael,
California
|
$7.33M
|
+$961K
|
+2,490
|
+15%
|
|
|
1008
|
Aureus Asset Management
Boston,
Massachusetts
|
$7.32M
|
+$494K
|
+1,281
|
+7%
|
|
|
1009
|
KWB Wealth
Redlands,
California
|
$7.31M
|
-$101K
|
-261
|
-1%
|
|
|
1010
|
Independent Financial Group
San Diego,
California
|
$7.31M
|
-$805K
|
-2,087
|
-10%
|
|
|
1011
|
Saiph Capital
Wyckoff,
New Jersey
|
$7.28M
|
+$5.15M
|
+13,346
|
+238%
|
|
|
1012
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$7.27M
|
+$216K
|
+560
|
+3%
|
|
|
1013
|
Salomon & Ludwin
Richmond,
Virginia
|
$7.26M
|
+$5.05M
|
+13,098
|
+226%
|
|
|
1014
|
IFG Advisory
Atlanta,
Georgia
|
$7.25M
|
-$544K
|
-1,410
|
-7%
|
|
|
1015
|
9258 Wealth Management
Blue Ash,
Ohio
|
$7.25M
|
-$261K
|
-676
|
-3%
|
|
|
1016
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$7.24M
|
-$76.8K
|
-199
|
-1%
|
|
|
1017
|
Bartlett & Co
Cincinnati,
Ohio
|
$7.23M
|
+$222K
|
+575
|
+3%
|
|
|
1018
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$7.23M
|
+$222K
|
+575
|
+3%
|
|
|
1019
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$7.2M
|
+$802K
|
+2,079
|
+12%
|
|
|
1020
|
Belpointe Asset Management
Reno,
Nevada
|
$7.18M
|
+$578K
|
+1,497
|
+9%
|
|
|
1021
|
Greenhouse Wealth Management
Westport,
Connecticut
|
$7.16M
|
-$5.02K
|
-13
|
-0.1%
|
|
|
1022
|
Strategic Blueprint
Atlanta,
Georgia
|
$7.11M
|
+$1.34M
|
+3,461
|
+23%
|
|
|
1023
|
Shulman DeMeo Asset Management
Lake Success,
New York
|
$7.11M
|
+$52.9K
|
+137
|
+0.7%
|
|
|
1024
|
Omega Financial Group
Santa Barbara,
California
|
$7.11M
|
-$1.05M
|
-2,708
|
-13%
|
|
|
1025
|
Private Trust Company
Cleveland,
Ohio
|
$7.1M
|
-$420K
|
-1,089
|
-6%
|
|
