|
1001
|
Headland Capital
Mt. Pleasant,
South Carolina
|
$19.6M
|
+$1.08M
|
+1,674
|
+6%
|
|
|
1002
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$19.5M
|
-$214K
|
-332
|
-1%
|
|
|
1003
|
Wedbush Securities
Los Angeles,
California
|
$19.5M
|
+$464K
|
+721
|
+3%
|
|
|
1004
|
Retirement Systems of Alabama
Montgomery,
Alabama
|
$19.4M
|
-$249K
|
-386
|
-1%
|
|
|
1005
|
Wiser Wealth Management
Marietta,
Georgia
|
$19.4M
|
-$1.11M
|
-1,731
|
-6%
|
|
|
1006
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$19.4M
|
-$310K
|
-481
|
-2%
|
|
|
1007
|
Canvas Wealth Advisors
Shawnee,
Kansas
|
$19.3M
|
+$1.57M
|
+2,444
|
+9%
|
|
|
1008
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$19.3M
|
-$426K
|
-661
|
-2%
|
|
|
1009
|
Common Fund For Nonprofit Organizations
Wilton,
Connecticut
|
$19.3M
|
-$14.4M
|
-22,406
|
-44%
|
|
|
1010
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$19.3M
|
+$381K
|
+592
|
+2%
|
|
|
1011
|
CRA Financial Services
Northfield,
New Jersey
|
$19.3M
|
+$589K
|
+915
|
+3%
|
|
|
1012
|
NRI Wealth Management
Santa Clara,
California
|
$19.3M
|
-$19.2M
|
-29,759
|
-51%
|
|
|
1013
|
WesBanco Bank
Wheeling,
West Virginia
|
$19.2M
|
-$355K
|
-551
|
-2%
|
|
|
1014
|
Caldwell Trust
Venice,
Florida
|
$19.2M
|
+$1.35M
|
+2,095
|
+8%
|
|
|
1015
|
Coordinated Financial Services
Denver,
Colorado
|
$19.2M
|
-$464K
|
-721
|
-2%
|
|
|
1016
|
|
$19.1M
|
+$7.03M
|
+10,919
|
+62%
|
|
|
1017
|
Chesley Taft & Associates
Chicago,
Illinois
|
$19.1M
|
+$747K
|
+1,160
|
+4%
|
|
|
1018
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$19M
|
+$1.67M
|
+2,591
|
+10%
|
|
|
1019
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$18.8M
|
-$512K
|
-795
|
-3%
|
|
|
1020
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$18.8M
|
+$897K
|
+1,392
|
+5%
|
|
|
1021
|
NWF Advisory Services
Los Angeles,
California
|
$18.7M
|
+$303K
|
+471
|
+2%
|
|
|
1022
|
RFG Advisory
Birmingham,
Alabama
|
$18.5M
|
-$2.43M
|
-3,769
|
-12%
|
|
|
1023
|
Fifth Lane Capital
Austin,
Texas
|
$18.4M
|
–
|
–
|
–
|
|
|
1024
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$18.4M
|
+$17.2M
|
+26,748
|
+3,849%
|
|
|
1025
|
BCGM Wealth Management
Lafayette,
Indiana
|
$18.3M
|
-$9.66K
|
-15
|
-0.1%
|
|
