|
1001
|
CRA Financial Services
Northfield,
New Jersey
|
$326K
|
–
|
–
|
–
|
|
|
1002
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$326K
|
–
|
–
|
–
|
|
|
1003
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$324K
|
+$330K
|
+5,664
|
New
|
|
|
1004
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$323K
|
+$329K
|
+5,655
|
New
|
|
|
1005
|
Winch Advisory Services
Appleton,
Wisconsin
|
$321K
|
–
|
–
|
–
|
|
|
1006
|
Cutter & Co Brokerage
Ballwin,
Missouri
|
$318K
|
-$194K
|
-3,329
|
-37%
|
|
|
1007
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$316K
|
+$322K
|
+5,535
|
New
|
|
|
1008
|
Crux Wealth Advisors
Long Beach,
California
|
$316K
|
+$322K
|
+5,533
|
New
|
|
|
1009
|
Lodestar Private Asset Management
Alamo,
California
|
$313K
|
–
|
–
|
–
|
|
|
1010
|
Wealth Management Partners
Tucson,
Arizona
|
$313K
|
+$2.33K
|
+40
|
+0.7%
|
|
|
1011
|
Apollon Financial
Mount Pleasant,
South Carolina
|
$313K
|
+$319K
|
+5,475
|
New
|
|
|
1012
|
Kuhn & Co Investment Counsel
Chicago,
Illinois
|
$309K
|
–
|
–
|
–
|
|
|
1013
|
Capital Market Strategies
Palm Beach Gardens,
Florida
|
$306K
|
-$640K
|
-10,977
|
-67%
|
|
|
1014
|
J.L. Bainbridge & Co
Sarasota,
Florida
|
$304K
|
–
|
–
|
–
|
|
|
1015
|
Chilton Investment Company
Stamford,
Connecticut
|
$303K
|
–
|
–
|
–
|
|
|
1016
|
Mallini Complete Financial Planning
Gainesville,
Florida
|
$303K
|
–
|
–
|
–
|
|
|
1017
|
Collective Family Office
York,
Pennsylvania
|
$302K
|
-$1.51K
|
-26
|
-0.5%
|
|
|
1018
|
Vontobel Holding
Zurich,
Switzerland
|
$301K
|
+$6.7K
|
+115
|
+2%
|
|
|
1019
|
Bailard
Foster City,
California
|
$301K
|
–
|
–
|
–
|
|
|
1020
|
Safeguard Investment Advisory Group
Corona,
California
|
$300K
|
+$306K
|
+5,253
|
New
|
|
|
1021
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
$300K
|
–
|
–
|
–
|
|
|
1022
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$299K
|
+$305K
|
+5,229
|
New
|
|
|
1023
|
Midwest Capital Advisors
Grand Rapids,
Michigan
|
$297K
|
–
|
–
|
–
|
|
|
1024
|
Montz Harcus Wealth Management
New Orleans,
Louisiana
|
$296K
|
+$34K
|
+584
|
+13%
|
|
|
1025
|
Penbrook Management
New York
|
$294K
|
–
|
–
|
–
|
|
