|
1001
|
Broadview Financial Management
Wauwatosa,
Wisconsin
|
$1.8M
|
-$908
|
-8
|
-0%
|
|
|
1002
|
Evermay Wealth Management
Arlington,
Virginia
|
$1.79M
|
–
|
–
|
–
|
|
|
1003
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$1.79M
|
-$16.8K
|
-148
|
-0.9%
|
|
|
1004
|
BOK Financial Private Wealth
Denver,
Colorado
|
$1.79M
|
+$154K
|
+1,360
|
+9%
|
|
|
1005
|
Brio Consultants
San Francisco,
California
|
$1.79M
|
+$5.17M
|
+45,584
|
+332%
|
|
|
1006
|
Venturi Wealth Management
Austin,
Texas
|
$1.78M
|
–
|
–
|
–
|
|
|
1007
|
Essex Savings Bank
Essex,
Connecticut
|
$1.77M
|
+$81.7K
|
+720
|
+5%
|
|
|
1008
|
Raab & Moskowitz Asset Management
Chatham,
New Jersey
|
$1.77M
|
-$22.7K
|
-200
|
-1%
|
|
|
1009
|
Advisors Capital Management
Ridgewood,
New Jersey
|
$1.76M
|
-$98.1K
|
-864
|
-5%
|
|
|
1010
|
S.A. Mason
Holland,
Michigan
|
$1.76M
|
-$12.7K
|
-112
|
-0.7%
|
|
|
1011
|
Ritholtz Wealth Management
New York
|
$1.75M
|
+$365K
|
+3,220
|
+24%
|
|
|
1012
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$1.75M
|
+$91.7K
|
+808
|
+5%
|
|
|
1013
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$1.75M
|
–
|
–
|
–
|
|
|
1014
|
|
$1.75M
|
+$1.86M
|
+16,372
|
New
|
|
|
1015
|
Westfield Capital Management
Boston,
Massachusetts
|
$1.74M
|
-$4.07M
|
-35,892
|
-69%
|
|
|
1016
|
Brown, Lisle/Cummings
Providence,
Rhode Island
|
$1.74M
|
-$643K
|
-5,664
|
-26%
|
|
|
1017
|
Private Wealth Asset Management
Cedar Rapids,
Iowa
|
$1.74M
|
+$386K
|
+3,404
|
+26%
|
|
|
1018
|
Fortis Capital Advisors
Prairie Village,
Kansas
|
$1.74M
|
+$198K
|
+1,744
|
+12%
|
|
|
1019
|
J.W. Burns & Co
Dewitt,
New York
|
$1.73M
|
-$11.3K
|
-100
|
-0.6%
|
|
|
1020
|
October Effect
Virginia Beach,
Virginia
|
$1.73M
|
+$44.9K
|
+396
|
+3%
|
|
|
1021
|
Verus Capital Partners
Scottsdale,
Arizona
|
$1.73M
|
-$12.7K
|
-112
|
-0.7%
|
|
|
1022
|
Y-Intercept (HK)
Hong Kong
|
$1.72M
|
+$1.83M
|
+16,144
|
New
|
|
|
1023
|
Cedarwood Wealth
Highlands Ranch,
Colorado
|
$1.72M
|
+$12.7K
|
+112
|
+0.7%
|
|
|
1024
|
BSW Wealth Partners
Boulder,
Colorado
|
$1.72M
|
–
|
–
|
–
|
|
|
1025
|
Nikulski Financial
Bettendorf,
Iowa
|
$1.72M
|
-$612K
|
-5,388
|
-25%
|
|
