|
1001
|
Omega Financial Group
Santa Barbara,
California
|
$8.52M
|
-$618K
|
-1,466
|
-7%
|
|
|
1002
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$8.52M
|
+$737K
|
+1,748
|
+10%
|
|
|
1003
|
Strategic Blueprint
Atlanta,
Georgia
|
$8.51M
|
-$774K
|
-1,836
|
-9%
|
|
|
1004
|
Silvercrest Asset Management
New York
|
$8.49M
|
+$1.59M
|
+3,772
|
+25%
|
|
|
1005
|
Concorde Asset Management
Ann Arbor,
Michigan
|
$8.49M
|
+$453K
|
+1,076
|
+6%
|
|
|
1006
|
Bartlett & Co
Cincinnati,
Ohio
|
$8.45M
|
+$107K
|
+253
|
+1%
|
|
|
1007
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$8.45M
|
+$107K
|
+253
|
+1%
|
|
|
1008
|
Centaurus Financial
Anaheim,
California
|
$8.4M
|
-$1.17M
|
-2,777
|
-13%
|
|
|
1009
|
Salomon & Ludwin
Richmond,
Virginia
|
$8.37M
|
-$43.8K
|
-104
|
-0.6%
|
|
|
1010
|
Greenhouse Wealth Management
Westport,
Connecticut
|
$8.36M
|
+$21.5K
|
+51
|
+0.3%
|
|
|
1011
|
Private Ocean
San Rafael,
California
|
$8.36M
|
-$145K
|
-344
|
-2%
|
|
|
1012
|
Advisory Resource Group
Tulsa,
Oklahoma
|
$8.34M
|
+$309K
|
+733
|
+4%
|
|
|
1013
|
Financial Advocates Investment Management
Olympia,
Washington
|
$8.3M
|
-$7.62M
|
-18,076
|
-49%
|
|
|
1014
|
Shulman DeMeo Asset Management
Lake Success,
New York
|
$8.24M
|
-$169K
|
-401
|
-2%
|
|
|
1015
|
VeraBank
Henderson,
Texas
|
$8.24M
|
+$5.49M
|
+13,031
|
+239%
|
|
|
1016
|
MSH Capital Advisors
Scottsdale,
Arizona
|
$8.23M
|
-$71.2K
|
-169
|
-0.9%
|
|
|
1017
|
High Note Wealth
Deephaven,
Minnesota
|
$8.22M
|
-$659K
|
-1,564
|
-8%
|
|
|
1018
|
Private Trust Company
Cleveland,
Ohio
|
$8.21M
|
+$193K
|
+458
|
+3%
|
|
|
1019
|
Apeiron RIA
Dallas,
Texas
|
$8.21M
|
-$5.04M
|
-11,956
|
-39%
|
|
|
1020
|
Nomura Asset Management
Tokyo,
Japan
|
$8.2M
|
–
|
–
|
–
|
|
|
1021
|
Zhang Financial
Portage,
Michigan
|
$8.2M
|
+$49.7K
|
+118
|
+0.6%
|
|
|
1022
|
Telos Capital Management
San Diego,
California
|
$8.19M
|
+$109K
|
+259
|
+1%
|
|
|
1023
|
AJ Wealth Strategies
New York
|
$8.18M
|
-$95.7K
|
-227
|
-1%
|
|
|
1024
|
Sentry LLC
Memphis,
Tennessee
|
$8.17M
|
-$253K
|
-600
|
-3%
|
|
|
1025
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$8.16M
|
+$191K
|
+454
|
+3%
|
|
