|
1001
|
CRA Financial Services
Northfield,
New Jersey
|
$336K
|
+$11.1K
|
+200
|
+4%
|
|
|
1002
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$333K
|
+$18.3K
|
+331
|
+6%
|
|
|
1003
|
Johnson Bixby & Associates
Vancouver,
Washington
|
$332K
|
-$19.1K
|
-344
|
-6%
|
|
|
1004
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$330K
|
-$185K
|
-3,333
|
-36%
|
|
|
1005
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$327K
|
+$5.54K
|
+100
|
+2%
|
|
|
1006
|
Venturi Wealth Management
Austin,
Texas
|
$327K
|
-$991K
|
-17,887
|
-76%
|
|
|
1007
|
Chris Bulman
Roseville,
California
|
$325K
|
+$317K
|
+5,718
|
New
|
|
|
1008
|
Headlands Technologies
Chicago,
Illinois
|
$323K
|
+$305K
|
+5,506
|
+3,025%
|
|
|
1009
|
Crux Wealth Advisors
Long Beach,
California
|
$320K
|
+$5.76K
|
+104
|
+2%
|
|
|
1010
|
Patrick M. Sweeney & Associates
Libertyville,
Illinois
|
$320K
|
+$38.2K
|
+690
|
+14%
|
|
|
1011
|
Cannell & Spears
New York
|
$318K
|
-$105K
|
-1,900
|
-25%
|
|
|
1012
|
Winch Advisory Services
Appleton,
Wisconsin
|
$318K
|
-$609
|
-11
|
-0.2%
|
|
|
1013
|
Quattro Financial Advisors
The Woodlands,
Texas
|
$318K
|
+$310K
|
+5,598
|
New
|
|
|
1014
|
Vontobel Holding
Zurich,
Switzerland
|
$314K
|
+$14.8K
|
+267
|
+5%
|
|
|
1015
|
EPG Wealth Management
Atlanta,
Georgia
|
$314K
|
-$91.9K
|
-1,659
|
-23%
|
|
|
1016
|
Wealth Management Partners
Tucson,
Arizona
|
$312K
|
+$1.11K
|
+20
|
+0.4%
|
|
|
1017
|
L.M. Kohn & Company
Cincinnati,
Ohio
|
$312K
|
+$35K
|
+632
|
+13%
|
|
|
1018
|
Lodestar Private Asset Management
Alamo,
California
|
$312K
|
–
|
–
|
–
|
|
|
1019
|
Sepio Capital
Salt Lake City,
Utah
|
$309K
|
+$24K
|
+434
|
+9%
|
|
|
1020
|
|
$309K
|
-$264K
|
-4,768
|
-47%
|
|
|
1021
|
HM Payson & Co
Portland,
Maine
|
$308K
|
+$268K
|
+4,836
|
+821%
|
|
|
1022
|
Kuhn & Co Investment Counsel
Chicago,
Illinois
|
$307K
|
–
|
–
|
–
|
|
|
1023
|
Cypress Capital Group
Palm Beach,
Florida
|
$307K
|
+$299K
|
+5,400
|
New
|
|
|
1024
|
Fortress Financial Group
Rochester,
Minnesota
|
$307K
|
+$28.6K
|
+517
|
+11%
|
|
|
1025
|
Park National Corp
Newark,
Ohio
|
$305K
|
+$297K
|
+5,367
|
New
|
|
