|
1001
|
GatePass Capital
Independence,
Ohio
|
$1.34M
|
+$372K
|
+3,043
|
+39%
|
|
|
1002
|
Facet Wealth Inc
Baltimore,
Maryland
|
$1.34M
|
+$98.4K
|
+804
|
+8%
|
|
|
1003
|
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
|
$1.34M
|
-$78.9K
|
-645
|
-6%
|
|
|
1004
|
Aurora Private Wealth
Rockaway,
New Jersey
|
$1.34M
|
+$1.33M
|
+10,844
|
New
|
|
|
1005
|
Excelsior Advisor Network
Denver,
Colorado
|
$1.33M
|
+$1.32M
|
+10,810
|
New
|
|
|
1006
|
Idaho Trust Bank
Boise,
Idaho
|
$1.33M
|
-$106K
|
-870
|
-7%
|
|
|
1007
|
Cooper Financial Group
Irvine,
California
|
$1.33M
|
-$131K
|
-1,068
|
-9%
|
|
|
1008
|
LaSalle St. Investment Advisors
Elmhurst,
Illinois
|
$1.32M
|
-$35.9K
|
-293
|
-3%
|
|
|
1009
|
Hollencrest Capital Management
Newport Beach,
California
|
$1.31M
|
–
|
–
|
–
|
|
|
1010
|
Stockman Wealth Management
Billings,
Montana
|
$1.31M
|
-$8.32K
|
-68
|
-0.6%
|
|
|
1011
|
Sanibel Captiva Trust Company
Sanibel,
Florida
|
$1.31M
|
-$42.8K
|
-350
|
-3%
|
|
|
1012
|
OFC Financial Planning
Short Hills,
New Jersey
|
$1.31M
|
–
|
–
|
–
|
|
|
1013
|
Private Wealth Management Group
Princeton,
New Jersey
|
$1.3M
|
+$96K
|
+784
|
+8%
|
|
|
1014
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$1.29M
|
-$140K
|
-1,147
|
-10%
|
|
|
1015
|
Sonoma Allocations
Santa Rosa,
California
|
$1.29M
|
-$2.57K
|
-21
|
-0.2%
|
|
|
1016
|
First National Trust
Hermitage,
Pennsylvania
|
$1.29M
|
–
|
–
|
–
|
|
|
1017
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
$1.29M
|
–
|
–
|
–
|
|
|
1018
|
TL Private Wealth
Southlake,
Texas
|
$1.28M
|
+$65.1K
|
+532
|
+5%
|
|
|
1019
|
Winslow Capital Management
Minneapolis,
Minnesota
|
$1.28M
|
+$1.27M
|
+10,414
|
New
|
|
|
1020
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$1.28M
|
+$410K
|
+3,348
|
+48%
|
|
|
1021
|
Brookwood Investment Group
Phoenix,
Arizona
|
$1.28M
|
-$2.2K
|
-18
|
-0.2%
|
|
|
1022
|
Pennsylvania Capital Management
Huntingdon Valley,
Pennsylvania
|
$1.28M
|
–
|
–
|
–
|
|
|
1023
|
Focused Wealth Management
Newburgh,
New York
|
$1.27M
|
-$83.8K
|
-685
|
-6%
|
|
|
1024
|
Evolution Wealth Advisors
Aventura,
Florida
|
$1.27M
|
+$8.57K
|
+70
|
+0.7%
|
|
|
1025
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$1.27M
|
–
|
–
|
–
|
|
