|
1001
|
9258 Wealth Management
Blue Ash,
Ohio
|
$7.48M
|
-$268K
|
-668
|
-4%
|
|
|
1002
|
Telos Capital Management
San Diego,
California
|
$7.45M
|
-$4.81K
|
-12
|
-0.1%
|
|
|
1003
|
Welch Group
Birmingham,
Alabama
|
$7.43M
|
-$4.25M
|
-10,595
|
-37%
|
|
|
1004
|
Domani Wealth
Lancaster,
Pennsylvania
|
$7.42M
|
+$101K
|
+251
|
+1%
|
|
|
1005
|
Sound Stewardship
Overland Park,
Kansas
|
$7.42M
|
+$902K
|
+2,251
|
+14%
|
|
|
1006
|
Aletheian Wealth Advisors
Bellevue,
Washington
|
$7.42M
|
-$77K
|
-192
|
-1%
|
|
|
1007
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$7.4M
|
+$1.3M
|
+3,232
|
+22%
|
|
|
1008
|
Michelson Medical Research Foundation
Los Angeles,
California
|
$7.39M
|
-$6.3M
|
-15,710
|
-47%
|
|
|
1009
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$7.39M
|
+$593K
|
+1,479
|
+9%
|
|
|
1010
|
Advisory Resource Group
Tulsa,
Oklahoma
|
$7.39M
|
+$115K
|
+287
|
+2%
|
|
|
1011
|
Concorde Asset Management
Ann Arbor,
Michigan
|
$7.39M
|
-$883K
|
-2,202
|
-11%
|
|
|
1012
|
Daniels + Tansey
Wilmington,
Delaware
|
$7.39M
|
+$370K
|
+924
|
+5%
|
|
|
1013
|
Private Trust Company
Cleveland,
Ohio
|
$7.39M
|
-$203K
|
-506
|
-3%
|
|
|
1014
|
United Community Bank
Greenville,
South Carolina
|
$7.37M
|
-$127K
|
-318
|
-2%
|
|
|
1015
|
Erste Asset Management
Vienna,
Austria
|
$7.35M
|
-$1.64M
|
-4,100
|
-19%
|
|
|
1016
|
|
$7.29M
|
-$825K
|
-2,057
|
-10%
|
|
|
1017
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$7.29M
|
+$2.76M
|
+6,888
|
+63%
|
|
|
1018
|
Leavell Investment Management
Mobile,
Alabama
|
$7.27M
|
+$112K
|
+279
|
+2%
|
|
|
1019
|
Summit Trail Advisors
New York
|
$7.26M
|
-$44.9K
|
-112
|
-0.6%
|
|
|
1020
|
KWB Wealth
Redlands,
California
|
$7.25M
|
-$62.9K
|
-157
|
-0.8%
|
|
|
1021
|
Roger Wittlin Investment Advisory
San Francisco,
California
|
$7.21M
|
+$28.5K
|
+71
|
+0.4%
|
|
|
1022
|
Windsor Wealth Management
Indianapolis,
Indiana
|
$7.21M
|
+$75K
|
+187
|
+1%
|
|
|
1023
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$7.14M
|
-$746K
|
-1,861
|
-10%
|
|
|
1024
|
IFG Advisory
Atlanta,
Georgia
|
$7.1M
|
-$644K
|
-1,607
|
-9%
|
|
|
1025
|
Raleigh Capital Management
Cary,
North Carolina
|
$7.04M
|
-$50.9K
|
-127
|
-0.7%
|
|
