|
1001
|
Pitcairn
Conshohocken,
Pennsylvania
|
$13.3M
|
-$1.32M
|
-2,512
|
-9%
|
|
|
1002
|
Latitude Advisors
Vero Beach,
Florida
|
$13.3M
|
-$492K
|
-935
|
-4%
|
|
|
1003
|
Jackson Hole Capital Partners
Tulsa,
Oklahoma
|
$13.3M
|
-$834K
|
-1,586
|
-6%
|
|
|
1004
|
CRA Financial Services
Northfield,
New Jersey
|
$13.2M
|
+$437K
|
+832
|
+4%
|
|
|
1005
|
Pembroke Management
Montreal,
Quebec, Canada
|
$13.2M
|
-$451K
|
-857
|
-3%
|
|
|
1006
|
Cooper/Haims Advisors
Victor,
New York
|
$13.2M
|
-$435K
|
-827
|
-3%
|
|
|
1007
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
$13.1M
|
-$1.62M
|
-3,084
|
-11%
|
|
|
1008
|
GYL Financial Synergies
West Hartford,
Connecticut
|
$13.1M
|
+$526
|
+1
|
+0%
|
|
|
1009
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$13.1M
|
+$625K
|
+1,188
|
+5%
|
|
|
1010
|
Fairman Group
Chesterbrook,
Pennsylvania
|
$13M
|
+$567K
|
+1,078
|
+5%
|
|
|
1011
|
Motive Wealth Advisors
Birmingham,
Michigan
|
$13M
|
-$7.36K
|
-14
|
-0.1%
|
|
|
1012
|
Copperleaf Capital
Raleigh,
North Carolina
|
$12.9M
|
-$3.46M
|
-6,583
|
-22%
|
|
|
1013
|
Financiere des Professionnels
Montreal,
Quebec, Canada
|
$12.9M
|
+$12.3M
|
+23,400
|
New
|
|
|
1014
|
TritonPoint Wealth
Chevy Chase,
Maryland
|
$12.9M
|
+$157K
|
+299
|
+1%
|
|
|
1015
|
Koshinski Asset Management
Decatur,
Illinois
|
$12.9M
|
+$6.09M
|
+11,591
|
+101%
|
|
|
1016
|
Associated Banc-Corp
Green Bay,
Wisconsin
|
$12.9M
|
-$352K
|
-669
|
-3%
|
|
|
1017
|
Caldwell Trust
Venice,
Florida
|
$12.9M
|
+$2.83M
|
+5,373
|
+30%
|
|
|
1018
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$12.9M
|
-$865K
|
-1,645
|
-7%
|
|
|
1019
|
Mosley Wealth Management
Anaheim,
California
|
$12.8M
|
+$464K
|
+883
|
+4%
|
|
|
1020
|
WealthPLAN Partners
Omaha,
Nebraska
|
$12.8M
|
+$509K
|
+968
|
+4%
|
|
|
1021
|
Columbus Macro
New Castle,
Pennsylvania
|
$12.7M
|
-$347K
|
-660
|
-3%
|
|
|
1022
|
Bank of New Hampshire
Laconia,
New Hampshire
|
$12.7M
|
+$147K
|
+279
|
+1%
|
|
|
1023
|
Firethorn Wealth Partners
Augusta,
Georgia
|
$12.7M
|
-$1.87M
|
-3,555
|
-13%
|
|
|
1024
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$12.7M
|
+$113K
|
+215
|
+0.9%
|
|
|
1025
|
Apollon Financial
Mount Pleasant,
South Carolina
|
$12.6M
|
+$68.4K
|
+130
|
+0.6%
|
|
